AGH Wealth Advisors, LLC

CIK 0002061010 • 7 13F filings • Apr 4, 2025 – Jul 22, 2026

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Filer information

Filed by: AGH Wealth Advisors, LLC, CCO
Address: 301 N. Main Street, Suite 1700, Wichita, KS, 67202
Phone: 316-267-3220
AUM: $133.1M

AUM over time

$158.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $133.1M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$273K	0.2%Prev: 0.3%	2,177 SH	Decreased-326 SH
ABBVIE INC	COM	$669K	0.5%Prev: 0.5%	2,927 SH	Increased+24 SH
ADVANCED MICRO DEVICES INC	COM	$308K	0.2%	1,439 SH	New
AIR PRODS & CHEMS INC	COM	$259K	0.2%Prev: 0.2%	1,048 SH	Decreased+126 SH
AIRBNB INC	COM CL A	$220K	0.2%	1,622 SH	New
ALPHABET INC	CAP STK CL A	$2.2M	1.7%Prev: 1.5%	7,182 SH	Increased-1,085 SH
ALPHABET INC	CAP STK CL C	$2.2M	1.7%Prev: 1.0%	7,042 SH	Increased+1,221 SH
AMAZON COM INC	COM	$3.1M	2.3%Prev: 3.0%	13,248 SH	Decreased-1,525 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$9.8M	7.4%Prev: 4.2%	118,879 SH	Increased+44,957 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	0.9%Prev: 1.1%	11,302 SH	Increased-614 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.5M	1.1%Prev: 2.5%	19,781 SH	Decreased-20,600 SH
AMERICAN EXPRESS CO	COM	$440K	0.3%Prev: 0.3%	1,189 SH	Increased+53 SH
AMERICAN TOWER CORP NEW	COM	$203K	0.2%	1,156 SH	New
APPLE INC	COM	$5.8M	4.3%Prev: 5.7%	21,227 SH	Decreased-3,471 SH
APPLIED MATLS INC	COM	$633K	0.5%Prev: 0.3%	2,464 SH	Increased+177 SH
ASML HOLDING N V	N Y REGISTRY SHS	$262K	0.2%	245 SH	New
AT&T INC	COM	$377K	0.3%Prev: 0.4%	15,164 SH	Decreased-3,272 SH
BANK AMERICA CORP	COM	$952K	0.7%Prev: 0.6%	17,309 SH	Increased+3,278 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.9%Prev: 1.3%	2,397 SH	Decreased-806 SH
BOEING CO	COM	$494K	0.4%Prev: 0.4%	2,277 SH	Increased-143 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$274K	0.2%	4,837 SH	New
BROADCOM INC	COM	$3.1M	2.3%Prev: 2.0%	8,835 SH	Increased-637 SH
CAPITAL ONE FINL CORP	COM	$393K	0.3%Prev: 0.3%	1,622 SH	Increased-284 SH
CHEVRON CORP NEW	COM	$440K	0.3%Prev: 0.5%	2,888 SH	Decreased-662 SH
CHIPOTLE MEXICAN GRILL INC	COM	$223K	0.2%	6,026 SH	New
CHUBB LIMITED	COM	$223K	0.2%Prev: 0.2%	716 SH	Decreased-106 SH
CISCO SYS INC	COM	$513K	0.4%Prev: 0.4%	6,666 SH	Increased-299 SH
CME GROUP INC	COM	$503K	0.4%Prev: 0.3%	1,842 SH	Increased+602 SH
COCA COLA CO	COM	$678K	0.5%Prev: 0.5%	9,699 SH	Increased+291 SH
CONOCOPHILLIPS	COM	$505K	0.4%Prev: 0.6%	5,393 SH	Decreased-599 SH
COSTCO WHSL CORP NEW	COM	$272K	0.2%Prev: 0.4%	315 SH	Decreased-112 SH
CVS HEALTH CORP	COM	$256K	0.2%	3,229 SH	New
DEERE & CO	COM	$202K	0.2%	434 SH	New
EATON CORP PLC	SHS	$461K	0.3%Prev: 0.5%	1,446 SH	Decreased-33 SH
ELI LILLY & CO	COM	$876K	0.7%Prev: 0.7%	815 SH	Increased-233 SH
EQUINIX INC	COM	$266K	0.2%Prev: 0.3%	347 SH	Decreased+8 SH
EVERGY INC	COM	$912K	0.7%Prev: 0.6%	12,579 SH	Increased+2,679 SH
EXXON MOBIL CORP	COM	$1.3M	1.0%Prev: 1.0%	10,860 SH	Increased+852 SH
GE AEROSPACE	COM NEW	$566K	0.4%Prev: 0.4%	1,839 SH	Increased-469 SH
GENERAL DYNAMICS CORP	COM	$683K	0.5%Prev: 0.5%	2,027 SH	Increased-201 SH
GILEAD SCIENCES INC	COM	$247K	0.2%	2,011 SH	New
GOLDMAN SACHS GROUP INC	COM	$281K	0.2%Prev: 0.2%	320 SH	Increased-54 SH
HOME DEPOT INC	COM	$437K	0.3%Prev: 0.5%	1,270 SH	Decreased-143 SH
INTEL CORP	COM	$385K	0.3%	10,427 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$224K	0.2%	756 SH	New
INTUIT	COM	$379K	0.3%Prev: 0.3%	572 SH	Increased-27 SH
INTUITIVE SURGICAL INC	COM NEW	$400K	0.3%Prev: 0.3%	707 SH	Increased+7 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.2M	4.7%Prev: 3.1%	24,487 SH	Increased+8,423 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$3.4M	2.6%Prev: 2.4%	51,076 SH	Increased+5,853 SH
INVESCO QQQ TR	UNIT SER 1	$565K	0.4%Prev: 0.5%	920 SH	Increased-57 SH
ISHARES TR	1 3 YR TREAS BD	$1.7M	1.3%	20,789 SH	New
ISHARES TR	RUS 1000 ETF	$233K	0.2%Prev: 0.2%	625 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$686K	0.5%Prev: 0.5%	1,450 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$865K	0.6%Prev: 0.8%	2,236 SH	Increased-258 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$6.4M	4.8%Prev: 6.6%	117,937 SH	Decreased-19,400 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$607K	0.5%Prev: 0.6%	12,000 SH	Increased
JOHNSON & JOHNSON	COM	$934K	0.7%Prev: 0.6%	4,514 SH	Increased+14 SH
JPMORGAN CHASE & CO.	COM	$1.9M	1.4%Prev: 1.5%	5,971 SH	Increased-955 SH
LINDE PLC	SHS	$515K	0.4%Prev: 0.3%	1,208 SH	Increased+385 SH
LOWES COS INC	COM	$319K	0.2%Prev: 0.3%	1,323 SH	Decreased-163 SH
MARSH & MCLENNAN COS INC	COM	$326K	0.2%Prev: 0.4%	1,755 SH	Decreased-117 SH
MASTERCARD INCORPORATED	CL A	$407K	0.3%Prev: 0.5%	713 SH	Decreased-280 SH
MCDONALDS CORP	COM	$230K	0.2%Prev: 0.2%	752 SH	Decreased-41 SH
MCKESSON CORP	COM	$321K	0.2%Prev: 0.3%	391 SH	Increased-152 SH
MERCK & CO INC	COM	$254K	0.2%Prev: 0.3%	2,412 SH	Decreased-890 SH
META PLATFORMS INC	CL A	$2.0M	1.5%Prev: 2.0%	3,094 SH	Decreased-521 SH
METLIFE INC	COM	$280K	0.2%Prev: 0.3%	3,544 SH	Decreased-19 SH
MICRON TECHNOLOGY INC	COM	$375K	0.3%	1,313 SH	New
MICROSOFT CORP	COM	$5.1M	3.8%Prev: 4.6%	10,465 SH	Increased-1,352 SH
MONSTER BEVERAGE CORP NEW	COM	$209K	0.2%	2,724 SH	New
MORGAN STANLEY	COM NEW	$292K	0.2%Prev: 0.2%	1,646 SH	Increased-2 SH
NATIXIS ETF TR	GATEWAY QUALITY	$217K	0.2%	3,809 SH	New
NETFLIX INC	COM	$1.0M	0.8%Prev: 1.1%	11,140 SH	Decreased+9,816 SH
NVIDIA CORPORATION	COM	$5.6M	4.2%Prev: 3.9%	29,948 SH	Increased-1,557 SH
ORACLE CORP	COM	$622K	0.5%Prev: 0.4%	3,192 SH	Increased+549 SH
PALANTIR TECHNOLOGIES INC	CL A	$780K	0.6%	4,390 SH	New
PALO ALTO NETWORKS INC	COM	$767K	0.6%Prev: 0.3%	4,165 SH	Increased+2,354 SH
PARKER-HANNIFIN CORP	COM	$250K	0.2%Prev: 0.2%	284 SH	Increased-64 SH
PEPSICO INC	COM	$272K	0.2%Prev: 0.4%	1,893 SH	Decreased-1,242 SH
PFIZER INC	COM	$234K	0.2%Prev: 0.2%	9,400 SH	Decreased+440 SH
PHILIP MORRIS INTL INC	COM	$444K	0.3%Prev: 0.4%	2,771 SH	Increased-368 SH
PHILLIPS 66	COM	$363K	0.3%Prev: 0.3%	2,810 SH	Increased+28 SH
PROCTER AND GAMBLE CO	COM	$329K	0.2%Prev: 0.5%	2,294 SH	Decreased-655 SH
PROGRESSIVE CORP	COM	$210K	0.2%Prev: 0.2%	921 SH	Increased+62 SH
RTX CORPORATION	COM	$795K	0.6%Prev: 0.6%	4,334 SH	Increased-1,172 SH
S&P GLOBAL INC	COM	$327K	0.2%Prev: 0.4%	626 SH	Decreased-227 SH
SALESFORCE INC	COM	$617K	0.5%Prev: 0.9%	2,328 SH	Decreased-525 SH
SERVICENOW INC	COM	$290K	0.2%Prev: 0.2%	1,895 SH	Increased+1,703 SH
SHERWIN WILLIAMS CO	COM	$309K	0.2%Prev: 0.3%	955 SH	Decreased-24 SH
SPDR GOLD TR	GOLD SHS	$6.8M	5.1%Prev: 2.6%	17,113 SH	Increased+5,421 SH
SPDR S&P 500 ETF TR	TR UNIT	$16.2M	12.1%Prev: 8.2%	23,684 SH	Increased+8,627 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.6M	4.2%	66,959 SH	New
STARBUCKS CORP	COM	$217K	0.2%Prev: 0.2%	2,576 SH	Decreased+93 SH
STRYKER CORPORATION	COM	$293K	0.2%Prev: 0.3%	835 SH	Decreased-117 SH
SYNOPSYS INC	COM	$256K	0.2%	545 SH	New
T-MOBILE US INC	COM	$239K	0.2%Prev: 0.3%	1,177 SH	Decreased-217 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$473K	0.4%Prev: 0.3%	1,555 SH	Increased+53 SH
TESLA INC	COM	$995K	0.7%Prev: 1.0%	2,213 SH	Decreased-401 SH
TEXAS INSTRS INC	COM	$262K	0.2%Prev: 0.4%	1,511 SH	Decreased-1,013 SH
THERMO FISHER SCIENTIFIC INC	COM	$598K	0.4%Prev: 0.5%	1,032 SH	Increased-86 SH
TJX COS INC NEW	COM	$251K	0.2%Prev: 0.2%	1,633 SH	Increased-300 SH
TRAVELERS COMPANIES INC	COM	$471K	0.4%Prev: 0.4%	1,623 SH	Increased-12 SH
UBER TECHNOLOGIES INC	COM	$411K	0.3%Prev: 0.2%	5,025 SH	Increased+821 SH
UNITEDHEALTH GROUP INC	COM	$395K	0.3%Prev: 1.0%	1,197 SH	Decreased-979 SH
US BANCORP DEL	COM NEW	$245K	0.2%Prev: 0.5%	4,597 SH	Decreased-6,319 SH
VERIZON COMMUNICATIONS INC	COM	$967K	0.7%Prev: 0.7%	23,732 SH	Increased+3,648 SH
VERTEX PHARMACEUTICALS INC	COM	$456K	0.3%	1,006 SH	New
VIATRIS INC	COM	$144K	0.1%	11,566 SH	New
VISA INC	COM CL A	$1.1M	0.8%Prev: 1.2%	3,077 SH	Decreased-1,050 SH
WALMART INC	COM	$605K	0.5%Prev: 0.5%	5,430 SH	Increased-707 SH
WELLS FARGO CO NEW	COM	$248K	0.2%	2,666 SH	New
WELLTOWER INC	COM	$427K	0.3%Prev: 0.2%	2,302 SH	Increased+274 SH
WILLIAMS COS INC	COM	$498K	0.4%Prev: 0.5%	8,289 SH	Decreased-1,402 SH
WW GRAINGER INC	COM	$351K	0.3%	348 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $540K
ADOBE INC — $419K
AMERICAN CENTY ETF TR — $311K
COMCAST CORP NEW — $315K
FISERV INC — $291K
FORD MTR CO — $150K
GRAINGER W W INC — $352K
HONEYWELL INTL INC — $234K
ILLINOIS TOOL WKS INC — $214K
ISHARES TR — $1.6M
MOTOROLA SOLUTIONS INC — $251K
PAYPAL HLDGS INC — $246K
PROSPECT CAP CORP — $43K
PRUDENTIAL FINL INC — $238K
QUALCOMM INC — $270K
SEMPRA — $309K
SPDR SER TR — $1.1M
SPDR SER TR — $3.5M
UNION PAC CORP — $375K
UNITED PARCEL SERVICE INC — $233K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0002061010-26-000001	$133.1M	View
Apr 4, 2025	Q4 2024	13F-HR	0001085146-25-001890	$107.9M	View
Nov 3, 2025	Q3 2025