Argo Wealth Advisory, LLC
SEC Form 13F institutional filer · CIK 0002104895
13F-HR · 34 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
45.2%
Argo Wealth Advisory, LLC — $83.6M AUM allocation strategy
Argo Wealth Advisory, LLC files SEC Form 13F and reports $83.6M of long US equity value across 34 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 23.0%, followed by Industrials 12.6% and Consumer Staples 10.2%.
The top 10 holdings account for 45% 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.
Argo Wealth Advisory, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$83.6M
total across 34 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +28.8K sh · +$1.01M+$AMT +2.73K sh · +$441K+$UNH +2.42K sh · +$389K
Biggest trims (shares)
−$VOO −2.08K sh · −$1.41M−$LLY −584 sh · −$800K−$ABBV −99 sh · −$448K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$SPGI ($344K last qtr)$BLK ($211K last qtr)$CRM ($208K 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)
- Biotechnology13.5%—
- Integrated Oil & Gas6.0%—
- Industrial Machinery & Supplies & Components5.9%—
- Transaction & Payment Processing Services5.7%—
- Consumer Staples Merchandise Retail4.3%—
- Communications Equipment3.9%—
- Multi-Utilities3.8%—
- Systems Software3.7%—
- Other holdings53.3%—
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
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ABBV | AbbVie Inc | 38.7K | $8.41M | -99 | 10.1% |
| $XOM | ExxonMobil Holdings Corporation | 29.3K | $4.98M | +0 | 6.0% |
| $COST | Costco Wholesale Corporation | 3.62K | $3.61M | +9 | 4.3% |
| $CSCO | Cisco Systems Inc | 42K | $3.26M | +92 | 3.9% |
| $NEE | NextEra Energy Inc | 34.2K | $3.17M | +114 | 3.8% |
| $MSFT | Microsoft Corporation | 8.26K | $3.06M | +136 | 3.7% |
| $LMT | Lockheed Martin Corporation | 4.89K | $2.95M | -45 | 3.5% |
| $AMGN | Amgen Inc | 8.14K | $2.87M | +15 | 3.4% |
| $MCK | McKesson Corporation | 3.24K | $2.8M | -8 | 3.3% |
| $LOW | Lowe's Companies Inc | 11.5K | $2.72M | +25 | 3.3% |
…and 24 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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