AGH Wealth Advisors, LLC Diversified Active

Location: Wichita, KS

CIK: 0002061010 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $136M (100.0% shares, 0.0% debt)

Holdings (123)

SPY STATE STR SPDR S&P 500 ETF T 10.2%
Value $13.89M Shares 21,343 Est. Cost $617.86 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 6.6%
Value $8.917M Shares 165,832 Est. Cost $52.75 Unrealized
AVDE AMERICAN CENTY ETF TR 5.6%
Value $7.562M Shares 89,115 Est. Cost $63.75 Unrealized
GLD SPDR GOLD TR 5.4%
Value $7.304M Shares 16,975 Est. Cost $261.88 Unrealized
NVDA NVIDIA CORPORATION 4.2%
Value $5.653M Shares 32,412 Est. Cost $141.16 Unrealized +32.2%
AAPL APPLE INC 4.1%
Value $5.508M Shares 21,704 Est. Cost $235.13 Unrealized +11.8%
QQQM INVESCO EXCH TRADED FD TR II 3.1%
Value $4.263M Shares 17,924 Est. Cost $206.82 Unrealized
SPYG SPDR SERIES TRUST 3.0%
Value $4.083M Shares 41,686 Est. Cost $87.91 Unrealized
MSFT MICROSOFT CORP 2.9%
Value $3.874M Shares 10,465 Est. Cost $422.35 Unrealized +2.9%
PWV INVESCO EXCHANGE TRADED FD T 2.7%
Value $3.659M Shares 52,471 Est. Cost $58.03 Unrealized
AVGO BROADCOM INC 2.1%
Value $2.885M Shares 9,319 Est. Cost $191.62 Unrealized +74.4%
AMZN AMAZON COM INC 2.1%
Value $2.833M Shares 13,604 Est. Cost $206.41 Unrealized +9.9%
SPSM SPDR SERIES TRUST 1.6%
Value $2.183M Shares 45,152 Est. Cost $46.42 Unrealized
GOOGL ALPHABET INC 1.6%
Value $2.147M Shares 7,466 Est. Cost $179.33 Unrealized +80.3%
AVEM AMERICAN CENTY ETF TR 1.5%
Value $2.106M Shares 26,130 Est. Cost $80.59 Unrealized
GOOG ALPHABET INC 1.5%
Value $2.066M Shares 7,201 Est. Cost $177.92 Unrealized +81.9%
META META PLATFORMS INC 1.4%
Value $1.866M Shares 3,262 Est. Cost $588.39 Unrealized +11.4%
XOM EXXON MOBIL CORP 1.4%
Value $1.862M Shares 10,977 Est. Cost $112.14 Unrealized +23.7%
JPM JPMORGAN CHASE & CO 1.3%
Value $1.754M Shares 5,963 Est. Cost $230.10 Unrealized +35.3%
AVLV AMERICAN CENTY ETF TR 1.1%
Value $1.547M Shares 19,169 Est. Cost $67.28 Unrealized
NLR VANECK ETF TRUST 1.0%
Value $1.406M Shares 10,556 Est. Cost $133.19 Unrealized
AVUS AMERICAN CENTY ETF TR 1.0%
Value $1.307M Shares 11,754 Est. Cost $97.53 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.249M Shares 24,888 Est. Cost $40.16 Unrealized +9.1%
NFLX NETFLIX INC. 0.9%
Value $1.213M Shares 12,614 Est. Cost $102.69 Unrealized -18.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $1.203M Shares 2,511 Est. Cost $464.31 Unrealized +6.3%
JNJ JOHNSON & JOHNSON 0.9%
Value $1.161M Shares 4,751 Est. Cost $154.84 Unrealized +47.2%
DTCR GLOBAL X FDS 0.8%
Value $1.129M Shares 47,131 Est. Cost $23.96 Unrealized
SLV ISHARES SILVER TR 0.8%
Value $1.077M Shares 15,807 Est. Cost $68.14 Unrealized
EVRG EVERGY INC 0.8%
Value $1.03M Shares 12,579 Est. Cost $60.81 Unrealized +27.1%
V VISA INC 0.7%
Value $903K Shares 2,987 Est. Cost $298.33 Unrealized +10.3%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $878K Shares 6,003 Est. Cost $114.07 Unrealized +35.2%
IWV ISHARES TR 0.6%
Value $829K Shares 2,236 Est. Cost $334.25 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value $821K Shares 2,403 Est. Cost $181.37 Unrealized +80.1%
BAC BANK AMERICA CORP 0.6%
Value $800K Shares 16,408 Est. Cost $43.20 Unrealized +24.2%
TSLA TESLA INC 0.6%
Value $799K Shares 2,150 Est. Cost $319.92 Unrealized +33.2%
KO COCA COLA CO 0.6%
Value $791K Shares 10,397 Est. Cost $64.24 Unrealized +16.4%
RTX RTX CORPORATION 0.6%
Value $787K Shares 4,081 Est. Cost $119.13 Unrealized +65.0%
LLY ELI LILLY & CO 0.6%
Value $778K Shares 846 Est. Cost $827.87 Unrealized +26.5%
COP CONOCOPHILLIPS 0.5%
Value $727K Shares 5,505 Est. Cost $102.20 Unrealized +0.4%
WMT WALMART INC 0.5%
Value $722K Shares 5,810 Est. Cost $88.32 Unrealized +38.2%
GD GENERAL DYNAMICS CORP 0.5%
Value $699K Shares 2,035 Est. Cost $282.41 Unrealized +25.5%
LIN LINDE PLC 0.5%
Value $655K Shares 1,321 Est. Cost $449.26 Unrealized +2.4%
ABBV ABBVIE INC 0.5%
Value $629K Shares 2,890 Est. Cost $177.97 Unrealized +25.1%
CVX CHEVRON CORPORATION 0.5%
Value $626K Shares 3,024 Est. Cost $147.65 Unrealized +16.4%
IWF ISHARES TR 0.5%
Value $618K Shares 1,450 Est. Cost $401.58 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value $607K Shares 12,000 Est. Cost $50.37 Unrealized
CSCO CISCO SYS INC 0.4%
Value $603K Shares 7,776 Est. Cost $59.59 Unrealized +30.7%
WMB WILLIAMS COS INC 0.4%
Value $603K Shares 8,282 Est. Cost $52.26 Unrealized +27.0%
INTC INTEL CORP 0.4%
Value $590K Shares 13,365 Est. Cost $26.97 Unrealized +72.1%
CME CME GROUP INC 0.4%
Value $589K Shares 1,994 Est. Cost $242.68 Unrealized +19.2%
ETN EATON CORP PLC 0.4%
Value $563K Shares 1,575 Est. Cost $345.47 Unrealized +2.4%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.4%
Value $549K Shares 1,625 Est. Cost $229.27 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value $537K Shares 3,352 Est. Cost $192.15 Unrealized -10.4%
QQQ INVESCO QQQ TR 0.4%
Value $531K Shares 920 Est. Cost $511.23 Unrealized
GE GE AEROSPACE 0.4%
Value $526K Shares 1,855 Est. Cost $180.41 Unrealized +76.4%
PSX PHILLIPS 66 0.4%
Value $515K Shares 2,827 Est. Cost $121.68 Unrealized +20.9%
T AT&T INC 0.4%
Value $500K Shares 17,255 Est. Cost $22.28 Unrealized +15.6%
ORCL ORACLE CORP 0.4%
Value $496K Shares 3,371 Est. Cost $198.74 Unrealized -14.7%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $490K Shares 997 Est. Cost $532.70 Unrealized +7.9%
PM PHILIP MORRIS INTL INC 0.4%
Value $481K Shares 2,910 Est. Cost $124.03 Unrealized +41.8%
WELL WELLTOWER INC 0.4%
Value $477K Shares 2,411 Est. Cost $132.91 Unrealized +40.7%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $467K Shares 1,046 Est. Cost $445.35 Unrealized +5.0%
TRV TRAVELERS COMPANIES INC 0.3%
Value $451K Shares 1,545 Est. Cost $244.86 Unrealized +17.8%
REMX VANECK ETF TRUST 0.3%
Value $438K Shares 4,980 Est. Cost $88.00 Unrealized
HD HOME DEPOT INC 0.3%
Value $421K Shares 1,281 Est. Cost $396.66 Unrealized -5.0%
BA BOEING CO 0.3%
Value $410K Shares 2,058 Est. Cost $160.30 Unrealized +48.8%
TXN TEXAS INSTRS INC 0.3%
Value $407K Shares 2,097 Est. Cost $196.41 Unrealized +5.0%
MU MICRON TECHNOLOGY INC 0.3%
Value $401K Shares 1,188 Est. Cost $127.82 Unrealized +202.8%
UBER UBER TECHNOLOGIES INC 0.3%
Value $378K Shares 5,256 Est. Cost $73.63 Unrealized +6.9%
GWW WW GRAINGER INC 0.3%
Value $377K Shares 346 Est. Cost $1108.59 Unrealized -1.3%
CRM SALESFORCE INC 0.3%
Value $377K Shares 2,017 Est. Cost $316.23 Unrealized -31.8%
PG PROCTER & GAMBLE CO 0.3%
Value $368K Shares 2,548 Est. Cost $163.93 Unrealized -7.4%
MA MASTERCARD INCORPORATED 0.3%
Value $366K Shares 733 Est. Cost $516.94 Unrealized +4.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $364K Shares 1,344 Est. Cost $526.18 Unrealized -41.3%
AXP AMERICAN EXPRESS CO 0.3%
Value $358K Shares 1,185 Est. Cost $283.93 Unrealized +25.4%
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $353K Shares 354 Est. Cost $927.17 Unrealized +3.9%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $347K Shares 2,002 Est. Cost $213.36 Unrealized -15.0%
TMUS T-MOBILE US INC 0.3%
Value $345K Shares 1,642 Est. Cost $216.86 Unrealized -7.6%
PFE PFIZER INC 0.3%
Value $340K Shares 12,104 Est. Cost $24.63 Unrealized +6.3%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $338K Shares 733 Est. Cost $521.14 Unrealized -0.0%
MCK MCKESSON CORP 0.2%
Value $337K Shares 390 Est. Cost $557.26 Unrealized +57.1%
MRK MERCK & CO INC 0.2%
Value $333K Shares 2,767 Est. Cost $100.70 Unrealized +13.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $314K Shares 1,543 Est. Cost $122.05 Unrealized +81.6%
LOW LOWES COS INC 0.2%
Value $310K Shares 1,314 Est. Cost $261.54 Unrealized +3.8%
PEP PEPSICO INC 0.2%
Value $303K Shares 1,949 Est. Cost $156.31 Unrealized -1.0%
SHY ISHARES TR 0.2%
Value $302K Shares 3,655 Est. Cost $82.99 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value $297K Shares 2,422 Est. Cost $135.05 Unrealized 0.0%
ASML ASML HLDG NV 0.2%
Value $297K Shares 225 Est. Cost $970.99 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value $297K Shares 925 Est. Cost $368.78 Unrealized -3.6%
HON HONEYWELL INTL INC 0.2%
Value $294K Shares 1,301 Est. Cost $225.93 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value $288K Shares 1,802 Est. Cost $121.14 Unrealized +27.3%
GILD GILEAD SCIENCES INC 0.2%
Value $287K Shares 2,061 Est. Cost $102.07 Unrealized +35.6%
MS MORGAN STANLEY 0.2%
Value $285K Shares 1,734 Est. Cost $125.24 Unrealized +43.5%
SYK STRYKER CORPORATION 0.2%
Value $283K Shares 862 Est. Cost $366.86 Unrealized -0.6%
APD AIR PRODUCTS AND CHEMICALS I 0.2%
Value $283K Shares 974 Est. Cost $300.84 Unrealized -9.8%
USB US BANCORP 0.2%
Value $280K Shares 5,384 Est. Cost $48.10 Unrealized +17.8%
BTI BRITISH AMERN TOB PLC 0.2%
Value $280K Shares 4,782 Est. Cost $42.03 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value $272K Shares 304 Est. Cost $675.07 Unrealized +41.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $272K Shares 321 Est. Cost $547.70 Unrealized +70.3%
MCD MCDONALDS CORP 0.2%
Value $269K Shares 866 Est. Cost $294.09 Unrealized +7.9%
SPGI S&P GLOBAL INC 0.2%
Value $263K Shares 619 Est. Cost $503.12 Unrealized -3.6%
CAT CATERPILLAR INC 0.2%
Value $261K Shares 368 Est. Cost $684.39 Unrealized 0.0%
CB CHUBB LTD SWITZ 0.2%
Value $255K Shares 781 Est. Cost $283.96 Unrealized +11.4%
COF CAPITAL ONE FINL CORP 0.2%
Value $250K Shares 1,371 Est. Cost $172.30 Unrealized +29.6%
GEV GE VERNOVA INC 0.2%
Value $250K Shares 286 Est. Cost $736.93 Unrealized 0.0%
PAPI MORGAN STANLEY ETF TRUST 0.2%
Value $246K Shares 9,000 Est. Cost $27.36 Unrealized
CVS CVS HEALTH CORP 0.2%
Value $246K Shares 3,427 Est. Cost $59.55 Unrealized +30.9%
MET METLIFE INC 0.2%
Value $241K Shares 3,405 Est. Cost $80.30 Unrealized -3.6%
GQI NATIXIS ETF TR 0.2%
Value $239K Shares 4,349 Est. Cost $55.90 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value $238K Shares 2,317 Est. Cost $114.09 Unrealized +1.2%
INTU INTUIT 0.2%
Value $237K Shares 547 Est. Cost $639.25 Unrealized -22.2%
SBUX STARBUCKS CORP 0.2%
Value $234K Shares 2,612 Est. Cost $90.97 Unrealized +2.9%
SNPS SYNOPSYS INC 0.2%
Value $226K Shares 569 Est. Cost $472.55 Unrealized -0.2%
DE DEERE & CO 0.2%
Value $225K Shares 399 Est. Cost $484.68 Unrealized +13.8%
IWB ISHARES TR 0.2%
Value $223K Shares 625 Est. Cost $339.57 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value $214K Shares 1,242 Est. Cost $207.91 Unrealized -15.9%
LRCX LAM RESEARCH CORP 0.2%
Value $209K Shares 979 Est. Cost $225.94 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.2%
Value $207K Shares 753 Est. Cost $308.86 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value $206K Shares 1,635 Est. Cost $124.53 Unrealized +3.9%
SPYV SPDR SERIES TRUST 0.1%
Value $204K Shares 3,601 Est. Cost $56.58 Unrealized
C CITIGROUP INC 0.1%
Value $202K Shares 1,785 Est. Cost $116.18 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value $202K Shares 636 Est. Cost $316.17 Unrealized 0.0%
VTRS VIATRIS INC 0.1%
Value $144K Shares 10,653 Est. Cost $9.77 Unrealized +44.2%