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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
Page 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX STARBUCKS CORP Consumer Cyclical 2,692.0 $275K 0.17% +80.0 +3.1% $102.19 +5.5%
102 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 934.0 $274K 0.17% -40.0 -4.1% $293.18 +5.1%
103 TMUS T-MOBILE US INC Communication Services 1,630.0 $273K 0.17% -12.0 -0.7% $167.73 +8.1%
104 ISRG INTUITIVE SURGICAL INC Healthcare 678.0 $270K 0.17% -55.0 -7.5% $397.68 -6.3%
105 UNP UNION PAC CORP Industrials 982.0 $267K 0.17% NEW $272.00 +13.0%
106 ADI ANALOG DEVICES INC Technology 672.0 $267K 0.17% +36.0 +5.7% $397.17 -8.9%
107 SNPS SYNOPSYS INC Technology 595.0 $265K 0.17% +26.0 +4.6% $446.06 -0.8%
108 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 826.0 $262K 0.17% +73.0 +9.7% $317.53 -12.0%
109 USB US BANCORP Financial Services 4,342.0 $262K 0.17% -1K -19.4% $60.40 +3.4%
110 GILD GILEAD SCIENCES INC Healthcare 2,038.0 $257K 0.16% -23.0 -1.1% $126.34 +15.3%
111 GQI NATIXIS ETF TR 4,349.0 $257K 0.16% $59.17 +2.2%
112 DE DEERE & CO Industrials 404.0 $256K 0.16% +5.0 +1.2% $634.33 -0.6%
113 IWB ISHARES TR 625.0 $256K 0.16% $409.50 +2.8%
114 CB CHUBB LIMITED Financial Services 746.0 $254K 0.16% -35.0 -4.5% $340.74 -0.2%
115 IBM INTERNATIONAL BUSINESS MACHS Technology 899.0 $253K 0.16% NEW $281.21 -16.2%
116 PEP PEPSICO INC Consumer Defensive 1,864.0 $252K 0.16% -85.0 -4.4% $135.40 +4.2%
117 C CITIGROUP INC Financial Services 1,760.0 $246K 0.15% -25.0 -1.4% $139.96 -5.1%
118 COF CAPITAL ONE FINL CORP Financial Services 1,227.0 $246K 0.15% -144.0 -10.5% $200.62 +7.5%
119 GLW CORNING INC Technology 948.0 $242K 0.15% NEW $255.43 -41.7%
120 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,344.0 $225K 0.14% NEW $96.12 -51.2%
Page 6 of 7  ·  129 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%