AGH Wealth Advisors, LLC
124 holdingsFiling period: 2026-03-31Current AUM: $152.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 21.3K | $13.9M | $16.0M | 10.46% | -2,341 | 2026-03-31 |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | 165.8K | $8.9M | $8.7M | 5.73% | +47.9K | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 89.1K | $7.6M | $8.1M | 5.33% | -29,764 | 2026-03-31 |
| 4 | GLD | SPDR GOLD TR | 17.0K | $7.3M | $6.3M | 4.14% | -138 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 32.4K | $5.7M | $6.5M | 4.27% | +2.5K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 21.7K | $5.5M | $6.7M | 4.39% | +477 | 2026-03-31 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 17.9K | $4.3M | $5.1M | 3.33% | -6,563 | 2026-03-31 |
| 8 | SPYG | SPDR SERIES TRUST | 41.7K | $4.1M | $4.9M | 3.20% | +1.1K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 10.5K | $3.9M | $4.9M | 3.19% | -- | 2026-03-31 |
| 10 | PWV | INVESCO EXCHANGE TRADED FD T | 52.5K | $3.7M | $4.2M | 2.75% | +1.4K | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 9.3K | $2.9M | $3.6M | 2.38% | +484 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 13.6K | $2.8M | $3.7M | 2.42% | +356 | 2026-03-31 |
| 13 | SPSM | SPDR SERIES TRUST | 45.2K | $2.2M | $2.6M | 1.67% | +18.8K | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 7.5K | $2.1M | $2.7M | 1.74% | +284 | 2026-03-31 |
| 15 | AVEM | AMERICAN CENTY ETF TR | 26.1K | $2.1M | $2.3M | 1.53% | -- | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 7.2K | $2.1M | $2.6M | 1.68% | +159 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 3.3K | $1.9M | $1.8M | 1.19% | +168 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 11.0K | $1.9M | $1.7M | 1.12% | +117 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 11.0K | $1.9M | $1.7M | 1.12% | +117 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 6.0K | $1.8M | $2.1M | 1.38% | -8 | 2026-03-31 |
| 21 | AVLV | AMERICAN CENTY ETF TR | 19.2K | $1.5M | $1.8M | 1.16% | -612 | 2026-03-31 |
| 22 | NLR | VANECK ETF TRUST | 10.6K | $1.4M | $1.1M | 0.74% | -- | 2026-03-31 |
| 23 | AVUS | AMERICAN CENTY ETF TR | 11.8K | $1.3M | $1.5M | 0.98% | +452 | 2026-03-31 |
| 24 | VZ | VERIZON COMMUNICATIONS INC | 24.9K | $1.2M | $1.2M | 0.76% | +1.2K | 2026-03-31 |
| 25 | NFLX | NETFLIX INC. | 12.6K | $1.2M | $904K | 0.59% | +1.5K | 2026-03-31 |
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