Agh Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002061010

Type: FundHoldings: 184Value: $103.7MLatest: 2025Q1

AGH Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 184 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  "COF",
  "PSEC",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  "META",
  null,
  null,
  "LIN",
  "MMC",
  "MA",
  "MSFT",
  "TMUS",
  "EQIX",
  "EVRG",
  "GE",
  null,
  "ORLY",
  "ORCL",
  "NOC",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "SPGI",
  "SHW",
  "SRE",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "MET",
  "IWV",
  "TSM",
  "VRTX",
  "FI",
  "F",
  "AMZN",
  "MSI",
  "USB",
  "VTRS",
  "V",
  "WMT",
  "WELL",
  "WMB",
  null,
  "SO",
  "PSX",
  "CRM",
  null,
  "MCK",
  "GWW",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BTI",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CVS",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 184
Total Value: 103665779
Accession Number: 0001085146-25-002056
Form Type: 13F-HR
CIK: agh-wealth-advisors
Manager Name: Agh-Wealth-Advisors

Data Enrichment

96% identified

176 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

184 positions • $103.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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025072703

AVDE|025072703

Shares:113.8K

Value:$7.5M

% of Portfolio:7.3% ($7.5M/$103.7M)

46654Q716

Shares:113.2K

Value:$6.1M

% of Portfolio:5.8% ($6.1M/$103.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.9K

Value:$5.6M

% of Portfolio:5.4% ($5.6M/$103.7M)

Apple Inc.

AAPL|037833100

Shares:24.4K

Value:$5.4M

% of Portfolio:5.2% ($5.4M/$103.7M)

46138G649

Shares:23.1K

Value:$4.5M

% of Portfolio:4.3% ($4.5M/$103.7M)

MICROSOFT CORP

MSFT|594918104

Shares:11.4K

Value:$4.3M

% of Portfolio:4.1% ($4.3M/$103.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:14.1K

Value:$4.1M

% of Portfolio:3.9% ($4.1M/$103.7M)

NVIDIA CORP

NVDA|67066G104

Shares:30.8K

Value:$3.3M

% of Portfolio:3.2% ($3.3M/$103.7M)

78464A409

SPYG|78464A409

Shares:41.5K

Value:$3.3M

% of Portfolio:3.2% ($3.3M/$103.7M)

46137V738

Shares:45.9K

Value:$2.7M

% of Portfolio:2.6% ($2.7M/$103.7M)

AMAZON COM INC

AMZN|023135106

Shares:14.4K

Value:$2.7M

% of Portfolio:2.6% ($2.7M/$103.7M)

Meta Platforms, Inc.

META|30303M102

Shares:3.6K

Value:$2.0M

% of Portfolio:2.0% ($2.0M/$103.7M)

025072349

Shares:30.9K

Value:$2.0M

% of Portfolio:1.9% ($2.0M/$103.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.1K

Value:$1.7M

% of Portfolio:1.6% ($1.7M/$103.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.7K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$103.7M)

Broadcom Inc.

AVGO|11135F101

Shares:9.1K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$103.7M)

VISA INC.

V|92826C839

Shares:3.9K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$103.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:8.0K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$103.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.0K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$103.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.2K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$103.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(AVDEcusip025072703)	113.8K	QoQ +53.91% (+39.9K) YoY-	All Managers (Combined)	$7.5M	7.3% ($7.5M/$103.7M)	QoQ +66.23% (+$3.0M) YoY-
(cusip46654Q716)✕	113.2K	QoQ -17.57% (-24.1K) YoY-	All Managers (Combined)	$6.1M	5.8% ($6.1M/$103.7M)	QoQ -15.55% (-$1.1M) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.9K	QoQ -34.11% (-5.1K) YoY-	All Managers (Combined)	$5.6M	5.4% ($5.6M/$103.7M)	QoQ -37.04% (-$3.3M) YoY-
Apple Inc.(AAPLcusip037833100)	24.4K	QoQ -1.20% (-298) YoY-	All Managers (Combined)	$5.4M	5.2% ($5.4M/$103.7M)	QoQ -12.36% (-$764.9K) YoY-
(cusip46138G649)✕	23.1K	QoQ +43.58% (+7.0K) YoY-	All Managers (Combined)	$4.5M	4.3% ($4.5M/$103.7M)	QoQ +31.77% (+$1.1M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	11.4K	QoQ -3.43% (-406) YoY-	All Managers (Combined)	$4.3M	4.1% ($4.3M/$103.7M)	QoQ -13.99% (-$697.3K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	14.1K	QoQ +20.62% (+2.4K) YoY-	All Managers (Combined)	$4.1M	3.9% ($4.1M/$103.7M)	QoQ +43.54% (+$1.2M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	30.8K	QoQ -2.18% (-687) YoY-	All Managers (Combined)	$3.3M	3.2% ($3.3M/$103.7M)	QoQ -21.05% (-$890.8K) YoY-
(SPYGcusip78464A409)	41.5K	QoQ +3.65% (-1.5K) YoY-	All Managers (Combined)	$3.3M	3.2% ($3.3M/$103.7M)	QoQ -5.18% (-$182.5K) YoY-
(cusip46137V738)✕	45.9K	QoQ +1.57% (+714) YoY-	All Managers (Combined)	$2.7M	2.6% ($2.7M/$103.7M)	QoQ +6.31% (+$162.5K) YoY-
AMAZON COM INC(AMZNcusip023135106)	14.4K	QoQ -2.74% (-405) YoY-	All Managers (Combined)	$2.7M	2.6% ($2.7M/$103.7M)	QoQ -15.65% (-$507.4K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	3.6K	QoQ -1.63% (-59) YoY-	All Managers (Combined)	$2.0M	2.0% ($2.0M/$103.7M)	QoQ -3.16% (-$67.1K) YoY-
(cusip025072349)✕	30.9K	QoQ -23.58% (-9.5K) YoY-	All Managers (Combined)	$2.0M	1.9% ($2.0M/$103.7M)	QoQ -25.33% (-$683.0K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.1K	QoQ -1.74% (-56) YoY-	All Managers (Combined)	$1.7M	1.6% ($1.7M/$103.7M)	QoQ +15.44% (-$224.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.7K	QoQ -3.14% (-218) YoY-	All Managers (Combined)	$1.6M	1.6% ($1.6M/$103.7M)	QoQ -0.88% (-$14.8K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	9.1K	QoQ -4.13% (-392) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$103.7M)	QoQ -30.77% (-$675.7K) YoY-
VISA INC.(Vcusip92826C839)	3.9K	QoQ -4.53% (-187) YoY-	All Managers (Combined)	$1.4M	1.3% ($1.4M/$103.7M)	QoQ +5.86% (-$76.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	8.0K	QoQ -3.64% (-301) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$103.7M)	QoQ -21.28% (-$333.1K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	10.0K	QoQ +0.06% (+7) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$103.7M)	QoQ +10.63% (+$114.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.2K	QoQ +0.41% (+9) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$103.7M)	QoQ +3.96% (+$43.7K) YoY-