Notify me when AGH Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 115 | $133,087,058 | +$2,688,328 | -$8,788,425 | -$6,100,097 | SPY, AVDE, GLD, JBND, QQQM | 13F-HR | 04 Feb 2026, 11:10 |
| Q3 2025 | 124 | $136,405,695 | +$11,214,843 | -$5,688,939 | +$5,525,904 | SPY, AVDE, JBND, GLD, QQQM | 13F-HR | 03 Nov 2025, 09:23 |
| Q2 2025 | 127 | $121,337,655 | +$12,143,337 | -$4,219,202 | +$7,924,135 | SPY, AVDE, JBND, MSFT, QQQM | 13F-HR | 05 Aug 2025, 11:43 |
| Q1 2025 | 119 | $103,665,779 | +$7,831,745 | -$9,240,655 | -$1,408,910 | AVDE, JBND, SPY, AAPL, QQQM | 13F-HR | 11 Apr 2025, 10:26 |
| Q4 2024 | 113 | $107,911,435 | $0 | $0 | $0 | SPY, JBND, AAPL, MSFT, AVDE | 13F-HR | 04 Apr 2025, 08:49 |