AGH Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0002061010
13F-HR · 101 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
49.6%
AGH Wealth Advisors, LLC — $94.3M AUM allocation strategy
AGH Wealth Advisors, LLC files SEC Form 13F and reports $94.3M of long US equity value across 101 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.0%, followed by Communication Services 9.1% and Financials 8.0%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. 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.
AGH Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$94.3M
total across 101 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MS +9.09K sh · +$239K+$INTC +2.94K sh · +$205K+$PFE +2.7K sh · +$106K
Biggest trims (shares)
−$QQQM −6.56K sh · −$1.93M−$SPY −2.34K sh · −$2.27M−$VTRS −913 sh · −$75
Exited to nil (held last quarter, gone now)
$NOW ($290K last qtr)$EQIX ($266K last qtr)$WFC ($248K last qtr)$IBM ($224K last qtr)$CMG ($223K 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)
- Semiconductors9.1%—
- Interactive Media & Services6.4%—
- Technology Hardware, Storage & Peripherals5.9%—
- Systems Software4.1%—
- Asset Management & Custody Banks3.9%—
- Broadline Retail3.0%—
- Integrated Oil & Gas2.0%—
- Diversified Banks1.9%—
- Other holdings63.8%—
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 |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 32.4K | $5.65M | +2.46K | 6.0% |
| $AAPL | Apple Inc | 21.7K | $5.51M | +477 | 5.8% |
| $MSFT | Microsoft Corporation | 10.5K | $3.87M | +0 | 4.1% |
| $IVZ | Invesco Ltd | 52.5K | $3.66M | +1.4K | 3.9% |
| $AVGO | Broadcom Inc | 9.32K | $2.88M | +484 | 3.1% |
| $AMZN | Amazon.com Inc | 13.6K | $2.83M | +356 | 3.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 7.47K | $2.15M | +284 | 2.3% |
| $GOOGL | Alphabet Inc | 7.2K | $2.07M | +159 | 2.2% |
…and 93 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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