Portfolio (Quarterly) Guide ↗

AGH Wealth Advisors, LLC

· CIK 0002061010

13F Portfolio $158M AUM 191 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 14 New 74 Added 27 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHY	ISHARES TR	—	3,655	$302K	0.22%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,301	$294K	0.22%	SOLD
3	SYK	STRYKER CORPORATION	Healthcare	862	$283K	0.21%	SOLD
4	SPGI	S&P GLOBAL INC	Financial Services	619	$263K	0.19%	SOLD
5	ABT	ABBOTT LABORATORIES	Healthcare	2,317	$238K	0.17%	SOLD
6	INTU	INTUIT	Technology	547	$237K	0.17%	SOLD
7	AMT	AMERICAN TOWER CORP	Real Estate	1,242	$214K	0.16%	SOLD
8	VTRS	VIATRIS INC	Healthcare	10,653	$144K	0.11%	SOLD

Sector Allocation

Technology 34.9%

Financial Services 31.0%

Communication Services 7.1%

Healthcare 6.1%

Consumer Cyclical 6.1%

Industrials 4.7%

Consumer Defensive 3.4%

Energy 3.3%

Utilities 1.5%

Basic Materials 1.2%