AGH Wealth Advisors
Wichita, KSfiles as AGH Wealth Advisors, LLC
$158m in 129 US stocks at the end of 30 June 2026. The top 10 are 46.0% of the money. It changed about 8.7% of the portfolio this quarter.
Value
$158m
Stocks
129
Top 10 share
46.0%
Turnover
8.7%
What changed this quarter
New
Bought for the first time this quarter.
- KLAKLAC0.3% of the fund
- SandiskSNDK0.2% of the fund
- AmphenolAPH0.2% of the fund
- Seagate Technology HoldingsSTX0.2% of the fund
- Wells Fargo & CompanyWFC0.2% of the fund
- Union PacificUNP0.2% of the fund
- International Business MachinesIBM0.2% of the fund
- CorningGLW0.2% of the fund
- Monster BeverageMNST0.1% of the fund
- TeradyneTER0.1% of the fund
- Booking HoldingsBKNG0.1% of the fund
- Apollo Global ManagementAPO0.1% of the fund
- Southern CompanySO0.1% of the fund
- ProgressivePGR0.1% of the fund
Added
Bought more of a stock they already held.
- State STR Spdr S&P 500 ETF TSPY10.3% of the fund+3%
- J P Morgan Exchange Traded FJBND6.0% of the fund+7%
- American Centy ETF TRAVDE5.3% of the fund+5%
- AppleAAPL4.4% of the fund+11%
- NvidiaNVDA4.2% of the fund+2%
- Invesco Exch Traded FD TR IIQQQM3.5% of the fund+3%
- Spdr Series TrustSPYG3.2% of the fund+4%
- Invesco Exchange Traded FD TPWV2.6% of the fund+4%
- AlphabetGOOGL1.9% of the fund+14%
- AlphabetGOOG1.7% of the fund+7%
- Spdr Series TrustSPSM1.7% of the fund+4%
- American Centy ETF TRAVEM1.6% of the fund+4%
- JPMorgan ChaseJPM1.3% of the fund+4%
- Meta PlatformsMETA1.2% of the fund+5%
- American Centy ETF TRAVLV1.1% of the fund+4%
- Micron TechnologyMU1.0% of the fund+18%
- American Centy ETF TRAVUS1.0% of the fund+5%
- ExxonMobil HoldingsXOM1.0% of the fund+2%
- Global X FDSDTCR1.0% of the fund+6%
- Vaneck ETF TrustNLR0.8% of the fund+9%
- Johnson & JohnsonJNJ0.8% of the fund+3%
- Palo Alto NetworksPANW0.7% of the fund+3%
- VisaV0.7% of the fund+10%
- Verizon CommunicationsVZ0.7% of the fund+4%
- TeslaTSLA0.7% of the fund+17%
Cut
Sold some of their stake.
- Applied MaterialsAMAT1.0% of the fund-12%
- Ishares TRIWV0.6% of the fund-6%
- NetflixNFLX0.5% of the fund-4%
- Invesco QQQ TRQQQ0.4% of the fund-9%
- ChevronCVX0.3% of the fund-7%
- ConocoPhillipsCOP0.3% of the fund-22%
- BoeingBA0.3% of the fund-7%
- American ExpressAXP0.2% of the fund-14%
- SalesforceCRM0.2% of the fund-6%
- MckessonMCK0.2% of the fund-6%
- Parker-HannifinPH0.2% of the fund-7%
- Air Products & ChemicalsAPD0.2% of the fund-4%
- Intuitive SurgicalISRG0.2% of the fund-8%
- US BancorpUSB0.2% of the fund-19%
- ChubbCB0.2% of the fund-4%
- PepsiCoPEP0.2% of the fund-4%
- Capital One FinancialCOF0.2% of the fund-11%
- Marsh & McLennan CompaniesMRSH0.1% of the fund-36%
- Spdr Series TrustSPYV0.1% of the fund-3%
- AirbnbABNB0.1% of the fund-10%
- McDonald'sMCD0.1% of the fund-11%
Sold out
Sold their entire stake.
- Ishares TRSHY-100%
- Honeywell InternationalHON-100%
- StrykerSYK-100%
- S&P GlobalSPGI-100%
- Abbott LaboratoriesABT-100%
- IntuitINTU-100%
- American TowerAMT-100%
- ViatrisVTRS-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 10.3%
- Value
- $16m
- Shares
- 21,937
+3%
- J P Morgan Exchange Traded FJBND
- Share
- 6.0%
- Value
- $9m
- Shares
- 177,406
+7%
- American Centy ETF TRAVDE
- Share
- 5.3%
- Value
- $8m
- Shares
- 93,519
+5%
- Spdr Gold TRGLD
- Share
- 4.0%
- Value
- $6m
- Shares
- 17,202
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 3.5%
- Value
- $6m
- Shares
- 18,418
+3%
- Spdr Series TrustSPYG
- Share
- 3.2%
- Value
- $5m
- Shares
- 43,165
+4%
- Invesco Exchange Traded FD TPWV
- Share
- 2.6%
- Value
- $4m
- Shares
- 54,415
+4%
- Spdr Series TrustSPSM
- Share
- 1.7%
- Value
- $3m
- Shares
- 46,963
+4%
- American Centy ETF TRAVEM
- Share
- 1.6%
- Value
- $3m
- Shares
- 27,083
+4%
- American Centy ETF TRAVLV
- Share
- 1.1%
- Value
- $2m
- Shares
- 19,921
+4%
- American Centy ETF TRAVUS
- Share
- 1.0%
- Value
- $2m
- Shares
- 12,324
+5%
- Global X FDSDTCR
- Share
- 1.0%
- Value
- $2m
- Shares
- 49,954
+6%
- Vaneck ETF TrustNLR
- Share
- 0.8%
- Value
- $1m
- Shares
- 11,532
+9%
- Ishares TRIWV
- Share
- 0.6%
- Value
- $897,998
- Shares
- 2,106
-6%
- Ishares Silver TRSLV
- Share
- 0.6%
- Value
- $892,148
- Shares
- 16,685
+6%
- Ishares TRIWF
- Share
- 0.5%
- Value
- $720,186
- Shares
- 5,800
Held
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $618,576
- Shares
- 840
-9%
- J P Morgan Exchange Traded FJPST
- Share
- 0.4%
- Value
- $606,840
- Shares
- 12,000
Held
- Vaneck ETF TrustREMX
- Share
- 0.3%
- Value
- $490,740
- Shares
- 5,545
+11%
- Morgan Stanley ETF TrustPAPI
- Share
- 0.2%
- Value
- $350,838
- Shares
- 13,140
+46%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 10.3% | $16m | 21,937 | +3% |
| J P Morgan Exchange Traded FJBND | 6.0% | $9m | 177,406 | +7% |
| American Centy ETF TRAVDE | 5.3% | $8m | 93,519 | +5% |
| AppleAAPL | 4.4% | $7m | 24,177 | +11% |
| NvidiaNVDA | 4.2% | $7m | 33,067 | +2% |
| Spdr Gold TRGLD | 4.0% | $6m | 17,202 | Held |
| Invesco Exch Traded FD TR IIQQQM | 3.5% | $6m | 18,418 | +3% |
| Spdr Series TrustSPYG | 3.2% | $5m | 43,165 | +4% |
| Invesco Exchange Traded FD TPWV | 2.6% | $4m | 54,415 | +4% |
| MicrosoftMSFT | 2.5% | $4m | 10,564 | Held |
| BroadcomAVGO | 2.2% | $4m | 9,370 | Held |
| Amazon.comAMZN | 2.0% | $3m | 13,490 | Held |
| AlphabetGOOGL | 1.9% | $3m | 8,541 | +14% |
| AlphabetGOOG | 1.7% | $3m | 7,709 | +7% |
| Spdr Series TrustSPSM | 1.7% | $3m | 46,963 | +4% |
| American Centy ETF TRAVEM | 1.6% | $3m | 27,083 | +4% |
| JPMorgan ChaseJPM | 1.3% | $2m | 6,219 | +4% |
| Meta PlatformsMETA | 1.2% | $2m | 3,422 | +5% |
| IntelINTC | 1.2% | $2m | 13,381 | Held |
| American Centy ETF TRAVLV | 1.1% | $2m | 19,921 | +4% |
| Micron TechnologyMU | 1.0% | $2m | 1,398 | +18% |
| American Centy ETF TRAVUS | 1.0% | $2m | 12,324 | +5% |
| ExxonMobil HoldingsXOM | 1.0% | $2m | 11,228 | +2% |
| Applied MaterialsAMAT | 1.0% | $2m | 2,112 | -12% |
| Global X FDSDTCR | 1.0% | $2m | 49,954 | +6% |
| Vaneck ETF TrustNLR | 0.8% | $1m | 11,532 | +9% |
| Berkshire HathawayBRK-B | 0.8% | $1m | 2,532 | Held |
| Johnson & JohnsonJNJ | 0.8% | $1m | 4,872 | +3% |
| Palo Alto NetworksPANW | 0.7% | $1m | 3,468 | +3% |
| VisaV | 0.7% | $1m | 3,271 | +10% |
| Verizon CommunicationsVZ | 0.7% | $1m | 25,815 | +4% |
| EvergyEVRG | 0.7% | $1m | 12,579 | Held |
| TeslaTSLA | 0.7% | $1m | 2,506 | +17% |
| Advanced Micro DevicesAMD | 0.7% | $1m | 1,809 | +17% |
| Eli LillyLLY | 0.7% | $1m | 875 | +3% |
| Bank of AmericaBAC | 0.7% | $1m | 18,210 | +11% |
| Cisco SystemsCSCO | 0.6% | $997,586 | 8,493 | +9% |
| Coca-ColaKO | 0.6% | $914,857 | 11,257 | +8% |
| Ishares TRIWV | 0.6% | $897,998 | 2,106 | -6% |
| Ishares Silver TRSLV | 0.6% | $892,148 | 16,685 | +6% |
| NetflixNFLX | 0.5% | $860,658 | 12,054 | -4% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $854,374 | 1,789 | +10% |
| AbbVieABBV | 0.5% | $806,119 | 3,203 | +11% |
| RTXRTX | 0.5% | $774,094 | 4,080 | Held |
| Palantir TechnologiesPLTR | 0.5% | $769,207 | 6,593 | +10% |
| General ElectricGE | 0.5% | $723,166 | 1,935 | +4% |
| General DynamicsGD | 0.5% | $720,262 | 2,033 | Held |
| Ishares TRIWF | 0.5% | $720,186 | 5,800 | Held |
| Texas InstrumentsTXN | 0.4% | $701,360 | 2,353 | +12% |
| LindeLIN | 0.4% | $695,911 | 1,341 | Held |
| EatonETN | 0.4% | $671,563 | 1,576 | Held |
| WalmartWMT | 0.4% | $657,816 | 5,808 | Held |
| Williams CompaniesWMB | 0.4% | $618,884 | 8,325 | Held |
| Invesco QQQ TRQQQ | 0.4% | $618,576 | 840 | -9% |
| J P Morgan Exchange Traded FJPST | 0.4% | $606,840 | 12,000 | Held |
| UnitedHealth GroupUNH | 0.4% | $574,407 | 1,382 | +3% |
| Philip Morris InternationalPM | 0.4% | $557,745 | 3,083 | +6% |
| WelltowerWELL | 0.3% | $544,736 | 2,400 | Held |
| OracleORCL | 0.3% | $537,984 | 3,671 | +9% |
| Lam ResearchLRCX | 0.3% | $530,832 | 1,225 | +25% |
| Vertex PharmaceuticalsVRTX | 0.3% | $524,044 | 1,055 | Held |
| Arista NetworksANET | 0.3% | $512,870 | 3,019 | +25% |
| Travelers CompaniesTRV | 0.3% | $506,400 | 1,534 | Held |
| Thermo Fisher ScientificTMO | 0.3% | $499,351 | 996 | Held |
| Vaneck ETF TrustREMX | 0.3% | $490,740 | 5,545 | +11% |
| ASML Holding NVASML | 0.3% | $487,414 | 245 | +9% |
| Phillips 66PSX | 0.3% | $481,116 | 2,846 | Held |
| W.W. GraingerGWW | 0.3% | $477,498 | 351 | Held |
| ChevronCVX | 0.3% | $467,605 | 2,821 | -7% |
| Home DepotHD | 0.3% | $463,776 | 1,315 | +3% |
| CME GroupCME | 0.3% | $463,522 | 2,099 | +5% |
| CaterpillarCAT | 0.3% | $460,041 | 432 | +17% |
| ConocoPhillipsCOP | 0.3% | $447,859 | 4,308 | -22% |
| KLAKLAC | 0.3% | $440,796 | 1,461 | New |
| MastercardMA | 0.3% | $424,754 | 827 | +13% |
| Uber TechnologiesUBER | 0.3% | $415,138 | 5,753 | +9% |
| BoeingBA | 0.3% | $413,888 | 1,912 | -7% |
| Procter & GamblePG | 0.3% | $397,981 | 2,714 | +7% |
| Morgan StanleyMS | 0.2% | $393,828 | 1,884 | +9% |
| AT&TT | 0.2% | $367,884 | 17,772 | +3% |
| Goldman Sachs GroupGS | 0.2% | $367,124 | 363 | +13% |
| MerckMRK | 0.2% | $365,082 | 2,841 | +3% |
| CVS HealthCVS | 0.2% | $357,007 | 3,451 | Held |
| Costco WholesaleCOST | 0.2% | $353,600 | 378 | +7% |
| Morgan Stanley ETF TrustPAPI | 0.2% | $350,838 | 13,140 | +46% |
| American ExpressAXP | 0.2% | $344,345 | 1,018 | -14% |
| GE VernovaGEV | 0.2% | $337,187 | 287 | Held |
| SandiskSNDK | 0.2% | $336,509 | 148 | New |
| Sherwin-WilliamsSHW | 0.2% | $324,007 | 941 | Held |
| PfizerPFE | 0.2% | $306,272 | 12,719 | +5% |
| SalesforceCRM | 0.2% | $297,654 | 1,900 | -6% |
| British American Tobacco p.l.c.BTI | 0.2% | $294,101 | 4,762 | Held |
| AmphenolAPH | 0.2% | $289,343 | 1,641 | New |
| MetLifeMET | 0.2% | $287,674 | 3,400 | Held |
| Lowe's CompaniesLOW | 0.2% | $287,290 | 1,303 | Held |
| TJX CompaniesTJX | 0.2% | $281,195 | 1,856 | +3% |
| Seagate Technology HoldingsSTX | 0.2% | $278,885 | 289 | New |
| MckessonMCK | 0.2% | $277,306 | 367 | -6% |
| Wells Fargo & CompanyWFC | 0.2% | $277,087 | 3,353 | New |
| Parker-HannifinPH | 0.2% | $276,803 | 283 | -7% |
Showing the largest 100 of 129.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.6% since 30 June 2025.
Where the money is
Technology22.8%
Media & telecom6.5%
Financial services6.4%
Health care4.1%
Retail & consumer4.1%
Industrials4.0%
Everyday goods2.3%
Energy2.2%
Materials0.8%
Utilities0.8%
Real estate0.3%
Other45.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.