Argos Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001809154
13F-HR · 99 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
63.6%
Argos Wealth Advisors, LLC — $144M AUM allocation strategy
Argos Wealth Advisors, LLC files SEC Form 13F and reports $144M of long US equity value across 99 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 38.9%, followed by Financials 12.1% and Industrials 8.2%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Argos Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$144M
total across 99 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +2.15K sh · +$213K+$AMZN +1.51K sh · +$48.8K+$NOW +1.51K sh · −$16.5K
Biggest trims (shares)
−$SCHW −66.5K sh · −$1.36M−$SMCI −5.5K sh · −$222K−$ADP −2.33K sh · −$783K
Exited to nil (held last quarter, gone now)
$PYPL ($471K last qtr)$BR ($432K last qtr)$CSGP ($377K last qtr)$WDAY ($277K last qtr)$MS ($239K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductor Materials & Equipment15.2%—
- Technology Hardware, Storage & Peripherals12.4%—
- Investment Banking & Brokerage10.9%—
- Systems Software7.7%—
- Interactive Media & Services6.4%—
- Aerospace & Defense4.0%—
- Building Products2.9%—
- Broadline Retail1.9%—
- Other holdings38.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $KLAC | KLA Corporation | 14.9K | $21.9M | -105 | 15.2% |
| $AAPL | Apple Inc | 70.8K | $18M | -1.14K | 12.5% |
| $SCHW | Charles Schwab Corporation | 513K | $15.8M | -66.5K | 10.9% |
| $MSFT | Microsoft Corporation | 30.2K | $11.2M | -147 | 7.7% |
| $HONA | Honeywell Aerospace Inc | 8 | $5.75M | +0 | 4.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 17K | $4.89M | -823 | 3.4% |
| $TT | Trane Technologies plc | 9.95K | $4.15M | +0 | 2.9% |
| $AMZN | Amazon.com Inc | 13.3K | $2.77M | +1.51K | 1.9% |
…and 91 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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