AGH Wealth Advisors, LLC Diversified Active

Location: Wichita, KS

CIK: 0002061010 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 4, 2026

Total Value: $133M (100.0% shares, 0.0% debt)

Holdings (115)

SPY SPDR S&P 500 ETF TR 12.1%
Value $16.16M Shares 23,684 Est. Cost $617.86 Unrealized
AVDE AMERICAN CENTY ETF TR 7.4%
Value $9.787M Shares 118,879 Est. Cost $63.75 Unrealized
GLD SPDR GOLD TR 5.1%
Value $6.782M Shares 17,113 Est. Cost $261.88 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 4.8%
Value $6.377M Shares 117,937 Est. Cost $52.33 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 4.7%
Value $6.198M Shares 24,487 Est. Cost $206.82 Unrealized
AAPL APPLE INC 4.3%
Value $5.771M Shares 21,227 Est. Cost $234.51 Unrealized +14.4%
NVDA NVIDIA CORPORATION 4.2%
Value $5.585M Shares 29,948 Est. Cost $137.42 Unrealized +35.4%
MSFT MICROSOFT CORP 3.8%
Value $5.061M Shares 10,465 Est. Cost $422.35 Unrealized +18.5%
SPYG SPDR SERIES TRUST 3.3%
Value $4.331M Shares 40,579 Est. Cost $87.64 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 2.6%
Value $3.399M Shares 51,076 Est. Cost $57.71 Unrealized
AVGO BROADCOM INC 2.3%
Value $3.058M Shares 8,835 Est. Cost $183.81 Unrealized +94.2%
AMZN AMAZON COM INC 2.3%
Value $3.058M Shares 13,248 Est. Cost $205.86 Unrealized +11.1%
GOOGL ALPHABET INC 1.7%
Value $2.248M Shares 7,182 Est. Cost $173.64 Unrealized +64.5%
GOOG ALPHABET INC 1.7%
Value $2.21M Shares 7,042 Est. Cost $174.63 Unrealized +64.0%
META META PLATFORMS INC 1.5%
Value $2.042M Shares 3,094 Est. Cost $584.74 Unrealized +14.1%
JPM JPMORGAN CHASE & CO. 1.4%
Value $1.924M Shares 5,971 Est. Cost $230.10 Unrealized +34.5%
SHY ISHARES TR 1.3%
Value $1.723M Shares 20,789 Est. Cost $82.99 Unrealized
AVLV AMERICAN CENTY ETF TR 1.1%
Value $1.5M Shares 19,781 Est. Cost $67.28 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value $1.307M Shares 10,860 Est. Cost $111.85 Unrealized +3.3%
AVUS AMERICAN CENTY ETF TR 0.9%
Value $1.264M Shares 11,302 Est. Cost $96.99 Unrealized
SPSM SPDR SERIES TRUST 0.9%
Value $1.237M Shares 26,380 Est. Cost $45.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $1.205M Shares 2,397 Est. Cost $462.92 Unrealized +7.5%
V VISA INC 0.8%
Value $1.079M Shares 3,077 Est. Cost $298.33 Unrealized +14.1%
NFLX NETFLIX INC 0.8%
Value $1.044M Shares 11,140 Est. Cost $105.19 Unrealized +2.5%
TSLA TESLA INC 0.7%
Value $995K Shares 2,213 Est. Cost $319.92 Unrealized +38.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $967K Shares 23,732 Est. Cost $39.98 Unrealized +1.3%
BAC BANK AMERICA CORP 0.7%
Value $952K Shares 17,309 Est. Cost $43.20 Unrealized +21.9%
JNJ JOHNSON & JOHNSON 0.7%
Value $934K Shares 4,514 Est. Cost $151.01 Unrealized +30.5%
EVRG EVERGY INC 0.7%
Value $912K Shares 12,579 Est. Cost $60.81 Unrealized +24.1%
LLY ELI LILLY & CO 0.7%
Value $876K Shares 815 Est. Cost $819.53 Unrealized +16.6%
IWV ISHARES TR 0.6%
Value $865K Shares 2,236 Est. Cost $334.25 Unrealized
RTX RTX CORPORATION 0.6%
Value $795K Shares 4,334 Est. Cost $119.13 Unrealized +45.5%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $780K Shares 4,390 Est. Cost $99.34 Unrealized +82.2%
PANW PALO ALTO NETWORKS INC 0.6%
Value $767K Shares 4,165 Est. Cost $192.15 Unrealized +5.0%
IWF ISHARES TR 0.5%
Value $686K Shares 1,450 Est. Cost $401.58 Unrealized
GD GENERAL DYNAMICS CORP 0.5%
Value $683K Shares 2,027 Est. Cost $282.41 Unrealized +20.7%
KO COCA COLA CO 0.5%
Value $678K Shares 9,699 Est. Cost $63.48 Unrealized +9.3%
ABBV ABBVIE INC 0.5%
Value $669K Shares 2,927 Est. Cost $177.97 Unrealized +27.8%
AMAT APPLIED MATLS INC 0.5%
Value $633K Shares 2,464 Est. Cost $181.37 Unrealized +32.0%
ORCL ORACLE CORP 0.5%
Value $622K Shares 3,192 Est. Cost $200.38 Unrealized +18.8%
CRM SALESFORCE INC 0.5%
Value $617K Shares 2,328 Est. Cost $316.23 Unrealized -21.5%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value $607K Shares 12,000 Est. Cost $50.37 Unrealized
WMT WALMART INC 0.5%
Value $605K Shares 5,430 Est. Cost $85.96 Unrealized +24.7%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $598K Shares 1,032 Est. Cost $532.70 Unrealized +6.1%
GE GE AEROSPACE 0.4%
Value $566K Shares 1,839 Est. Cost $180.41 Unrealized +66.7%
QQQ INVESCO QQQ TR 0.4%
Value $565K Shares 920 Est. Cost $511.23 Unrealized
LIN LINDE PLC 0.4%
Value $515K Shares 1,208 Est. Cost $448.26 Unrealized -4.7%
CSCO CISCO SYS INC 0.4%
Value $513K Shares 6,666 Est. Cost $56.54 Unrealized +30.5%
COP CONOCOPHILLIPS 0.4%
Value $505K Shares 5,393 Est. Cost $102.19 Unrealized -11.9%
CME CME GROUP INC 0.4%
Value $503K Shares 1,842 Est. Cost $238.83 Unrealized +13.4%
WMB WILLIAMS COS INC 0.4%
Value $498K Shares 8,289 Est. Cost $52.26 Unrealized +14.9%
BA BOEING CO 0.4%
Value $494K Shares 2,277 Est. Cost $160.30 Unrealized +28.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value $473K Shares 1,555 Est. Cost $224.37 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value $471K Shares 1,623 Est. Cost $244.86 Unrealized +14.6%
ETN EATON CORP PLC 0.3%
Value $461K Shares 1,446 Est. Cost $344.74 Unrealized +2.8%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $456K Shares 1,006 Est. Cost $444.46 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.3%
Value $444K Shares 2,771 Est. Cost $121.43 Unrealized +26.5%
CVX CHEVRON CORP NEW 0.3%
Value $440K Shares 2,888 Est. Cost $146.51 Unrealized +3.3%
AXP AMERICAN EXPRESS CO 0.3%
Value $440K Shares 1,189 Est. Cost $283.93 Unrealized +25.7%
HD HOME DEPOT INC 0.3%
Value $437K Shares 1,270 Est. Cost $396.66 Unrealized -8.1%
WELL WELLTOWER INC 0.3%
Value $427K Shares 2,302 Est. Cost $130.35 Unrealized +43.1%
UBER UBER TECHNOLOGIES INC 0.3%
Value $411K Shares 5,025 Est. Cost $73.40 Unrealized +22.7%
MA MASTERCARD INCORPORATED 0.3%
Value $407K Shares 713 Est. Cost $516.32 Unrealized +8.3%
ISRG INTUITIVE SURGICAL INC 0.3%
Value $400K Shares 707 Est. Cost $521.15 Unrealized +2.2%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $395K Shares 1,197 Est. Cost $552.89 Unrealized -39.0%
COF CAPITAL ONE FINL CORP 0.3%
Value $393K Shares 1,622 Est. Cost $172.30 Unrealized +29.0%
INTC INTEL CORP 0.3%
Value $385K Shares 10,427 Est. Cost $21.49 Unrealized +75.7%
INTU INTUIT 0.3%
Value $379K Shares 572 Est. Cost $639.25 Unrealized +3.4%
T AT&T INC 0.3%
Value $377K Shares 15,164 Est. Cost $21.80 Unrealized +16.0%
MU MICRON TECHNOLOGY INC 0.3%
Value $375K Shares 1,313 Est. Cost $127.82 Unrealized +79.4%
PSX PHILLIPS 66 0.3%
Value $363K Shares 2,810 Est. Cost $121.68 Unrealized +10.1%
GWW WW GRAINGER INC 0.3%
Value $351K Shares 348 Est. Cost $1108.59 Unrealized -12.6%
PG PROCTER AND GAMBLE CO 0.2%
Value $329K Shares 2,294 Est. Cost $165.28 Unrealized -11.0%
SPGI S&P GLOBAL INC 0.2%
Value $327K Shares 626 Est. Cost $503.12 Unrealized -1.8%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $326K Shares 1,755 Est. Cost $217.86 Unrealized -14.4%
MCK MCKESSON CORP 0.2%
Value $321K Shares 391 Est. Cost $557.26 Unrealized +46.4%
LOW LOWES COS INC 0.2%
Value $319K Shares 1,323 Est. Cost $261.54 Unrealized -8.3%
SHW SHERWIN WILLIAMS CO 0.2%
Value $309K Shares 955 Est. Cost $368.78 Unrealized -9.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $308K Shares 1,439 Est. Cost $114.85 Unrealized +95.6%
SYK STRYKER CORPORATION 0.2%
Value $293K Shares 835 Est. Cost $366.93 Unrealized -0.9%
MS MORGAN STANLEY 0.2%
Value $292K Shares 1,646 Est. Cost $122.33 Unrealized +36.1%
NOW SERVICENOW INC 0.2%
Value $290K Shares 1,895 Est. Cost $171.54 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $281K Shares 320 Est. Cost $547.70 Unrealized +48.5%
MET METLIFE INC 0.2%
Value $280K Shares 3,544 Est. Cost $80.30 Unrealized -1.7%
BTI BRITISH AMERN TOB PLC 0.2%
Value $274K Shares 4,837 Est. Cost $42.03 Unrealized
ABT ABBOTT LABS 0.2%
Value $273K Shares 2,177 Est. Cost $114.00 Unrealized +11.7%
PEP PEPSICO INC 0.2%
Value $272K Shares 1,893 Est. Cost $156.35 Unrealized -6.7%
COST COSTCO WHSL CORP NEW 0.2%
Value $272K Shares 315 Est. Cost $922.64 Unrealized -1.8%
EQIX EQUINIX INC 0.2%
Value $266K Shares 347 Est. Cost $892.66 Unrealized -12.5%
TXN TEXAS INSTRS INC 0.2%
Value $262K Shares 1,511 Est. Cost $192.58 Unrealized -11.3%
ASML ASML HOLDING N V 0.2%
Value $262K Shares 245 Est. Cost $970.99 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value $259K Shares 1,048 Est. Cost $300.84 Unrealized -16.4%
CVS CVS HEALTH CORP 0.2%
Value $256K Shares 3,229 Est. Cost $58.42 Unrealized +34.7%
SNPS SYNOPSYS INC 0.2%
Value $256K Shares 545 Est. Cost $472.59 Unrealized -6.0%
MRK MERCK & CO INC 0.2%
Value $254K Shares 2,412 Est. Cost $98.70 Unrealized -5.5%
TJX TJX COS INC NEW 0.2%
Value $251K Shares 1,633 Est. Cost $117.72 Unrealized +25.5%
PH PARKER-HANNIFIN CORP 0.2%
Value $250K Shares 284 Est. Cost $655.15 Unrealized +24.8%
WFC WELLS FARGO CO NEW 0.2%
Value $248K Shares 2,666 Est. Cost $72.07 Unrealized +20.2%
GILD GILEAD SCIENCES INC 0.2%
Value $247K Shares 2,011 Est. Cost $101.17 Unrealized +19.5%
USB US BANCORP DEL 0.2%
Value $245K Shares 4,597 Est. Cost $46.63 Unrealized +4.5%
TMUS T-MOBILE US INC 0.2%
Value $239K Shares 1,177 Est. Cost $223.42 Unrealized -5.4%
PFE PFIZER INC 0.2%
Value $234K Shares 9,400 Est. Cost $24.18 Unrealized +3.5%
IWB ISHARES TR 0.2%
Value $233K Shares 625 Est. Cost $339.57 Unrealized
MCD MCDONALDS CORP 0.2%
Value $230K Shares 752 Est. Cost $290.58 Unrealized +5.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $224K Shares 756 Est. Cost $239.69 Unrealized +24.7%
CB CHUBB LIMITED 0.2%
Value $223K Shares 716 Est. Cost $281.03 Unrealized +4.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value $223K Shares 6,026 Est. Cost $36.17 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value $220K Shares 1,622 Est. Cost $124.53 Unrealized 0.0%
GQI NATIXIS ETF TR 0.2%
Value $217K Shares 3,809 Est. Cost $56.05 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $217K Shares 2,576 Est. Cost $90.94 Unrealized -7.6%
PGR PROGRESSIVE CORP 0.2%
Value $210K Shares 921 Est. Cost $212.34 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value $209K Shares 2,724 Est. Cost $61.11 Unrealized +17.3%
AMT AMERICAN TOWER CORP NEW 0.2%
Value $203K Shares 1,156 Est. Cost $210.37 Unrealized -14.3%
DE DEERE & CO 0.2%
Value $202K Shares 434 Est. Cost $484.68 Unrealized -3.5%
VTRS VIATRIS INC 0.1%
Value $144K Shares 11,566 Est. Cost $9.77 Unrealized +9.7%