AGH Wealth Advisors
AGH Wealth Advisors reported 126 stocks worth $172M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPY (9.2%), JBND (5.6%) and AVDE (5.1%). Compared with Q2 2026, the fund opened new positions in BUFB, IJH and BUFR, added to JBND, AVDE and SPYG, trimmed SPY, AAPL and QQQM and sold out of XOM, SNDK and APD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $15.8M | 9.2% | 21K | −1,219 (−6%) | 8 of 8 | |
| 2 |  JBND J P Morgan Exchange Traded F | $9.7M | 5.6% | 189K | +12K (+7%) | 8 of 8 | |
| 3 |  AVDE American Centy ETF TR | $8.8M | 5.1% | 98K | +4,026 (+4%) | 8 of 8 | |
| 4 |  SPYG Spdr Series Trust | $8.2M | 4.8% | 67K | +24K (+55%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $7.8M | 4.5% | 24K | −662 (−3%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $7.8M | 4.5% | 34K | +1,107 (+3%) | 8 of 8 | |
| 7 |  GLD Spdr Gold TR | $6.7M | 3.9% | 18K | +463 (+3%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $5.5M | 3.2% | 11K | +187 (+2%) | 8 of 8 | |
| 9 |  QQQM Invesco Nasdaq | $5.4M | 3.1% | 18K | −715 (−4%) | 8 of 8 | |
| 10 |  PWV Invesco Exchange Traded FD T | $4M | 2.3% | 52K | −2,600 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.5M | 11K |
 SNDK Sandisk Corp | $337K | 148 |
 APD Air Prods & Chems Inc | $274K | 934 |
 CB Chubb Ltd F | $254K | 746 |
 IBM Ibm Corp | $253K | 899 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →AGH Wealth Advisors 13F FAQ
What does AGH Wealth Advisors own?
AGH Wealth Advisors reported 126 stocks worth $172M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPY (9.2%), JBND (5.6%) and AVDE (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did AGH Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 52 added to, 52 trimmed and 14 sold out. New positions include BUFB, IJH and BUFR. It sold all of XOM, SNDK and APD.
When will AGH Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is AGH Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $172M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.