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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TER TERADYNE INC Technology 445.0 $215K 0.14% NEW $483.84 -26.6%
122 MRSH MARSH & MCLENNAN COS INC Financial Services 1,287.0 $215K 0.14% -715.0 -35.7% $166.67 +15.6%
123 SPYV SPDR SERIES TRUST 3,508.0 $213K 0.14% -93.0 -2.6% $60.79 +4.5%
124 ABNB AIRBNB INC Consumer Cyclical 1,475.0 $211K 0.13% -160.0 -9.8% $143.10 +32.4%
125 MCD MCDONALDS CORP Consumer Cyclical 772.0 $209K 0.13% -94.0 -10.8% $270.31 -2.0%
126 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,158.0 $206K 0.13% NEW $178.24 +15.4%
127 APOS APOLLO GLOBAL MGMT INC 1,741.0 $206K 0.13% NEW $118.31
128 SO SOUTHERN CO Utilities 2,126.0 $203K 0.13% NEW $95.71 -7.8%
129 PGR PROGRESSIVE CORP Financial Services 917.0 $200K 0.13% NEW $218.45 +0.1%
Page 7 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%