AGH Wealth Advisors, LLC reported 99 positions worth $95.85M for the quarter ended Sep 30, 2026, up 2.6% on the prior quarter. It opened 4 new positions, added to 47, trimmed 46 and exited 13. Its largest holding is Apple Inc. at 8.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NOW ServiceNow, Inc. | +2,622 | – | $351.37K | 0.367% |
| META Meta Platforms, Inc. | +363 | +10.6% | $263.24K | 2.86% |
| NVDA Nvidia Corp | +1,107 | +3.3% | $252.82K | 8.14% |
| MSI Motorola Solutions, Inc. | +467 | – | $208.27K | 0.217% |
| WAT Waters Corp | +470 | – | $206.51K | 0.215% |
| AMGN Amgen Inc | +478 | – | $201.49K | 0.21% |
| SLV iShares Silver Trust | +3,572 | +21.4% | $194.71K | 1.15% |
| GLD Spdr Gold Trust | +463 | +2.7% | $176.33K | 7.02% |
| AMZN Amazon Com Inc | +645 | +4.8% | $160.70K | 3.67% |
| MU Micron Technology Inc | +145 | +10.4% | $154.44K | 1.71% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | -148 | -100.0% | $336.51K | Exited |
| APD Air Products & Chemicals, Inc. | -934 | -100.0% | $273.83K | Exited |
| CB Chubb Ltd | -746 | -100.0% | $254.19K | Exited |
| IBM International Business Machines Corp | -899 | -100.0% | $252.81K | Exited |
| PEP Pepsico Inc | -1,864 | -100.0% | $252.39K | Exited |
| GLW Corning Inc | -948 | -100.0% | $242.15K | Exited |
| AAPL Apple Inc. | -662 | -2.7% | $220.46K | 8.17% |
| TER Teradyne, Inc | -445 | -100.0% | $215.31K | Exited |
| MRSH Marsh & Mclennan Companies, Inc. | -1,287 | -100.0% | $214.50K | Exited |
| ABNB Airbnb, Inc. | -1,475 | -100.0% | $211.07K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SNDK Sandisk Corp | -148 | $336.51K | 0.36% |
| APD Air Products & Chemicals, Inc. | -934 | $273.83K | 0.293% |
| CB Chubb Ltd | -746 | $254.19K | 0.272% |
| IBM International Business Machines Corp | -899 | $252.81K | 0.271% |
| PEP Pepsico Inc | -1,864 | $252.39K | 0.27% |
| GLW Corning Inc | -948 | $242.15K | 0.259% |
| TER Teradyne, Inc | -445 | $215.31K | 0.23% |
| MRSH Marsh & Mclennan Companies, Inc. | -1,287 | $214.50K | 0.23% |
| ABNB Airbnb, Inc. | -1,475 | $211.07K | 0.226% |
| MCD Mcdonalds Corp | -772 | $208.68K | 0.223% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 23.5K | $7.83M | 8.17% | -662 | -2.7% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 34.2K | $7.80M | 8.14% | +1,107 | +3.3% | Added | 0% |
| 3 | GLD Spdr Gold Trust | Financial Services | 17.7K | $6.73M | 7.02% | +463 | +2.7% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 10.8K | $5.51M | 5.75% | +187 | +1.8% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 14.1K | $3.52M | 3.67% | +645 | +4.8% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 9,232 | $3.24M | 3.38% | -138 | -1.5% | Reduced | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 8,732 | $3.00M | 3.13% | +191 | +2.2% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 3,785 | $2.74M | 2.86% | +363 | +10.6% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 7,906 | $2.69M | 2.81% | +197 | +2.6% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 6,235 | $2.06M | 2.15% | +16 | +0.3% | Added | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 11.6K | $1.89M | 1.97% | +395 | +3.5% | Added | 0% |
| 12 | MU Micron Technology Inc | Technology | 1,543 | $1.64M | 1.71% | +145 | +10.4% | Added | 0% |
| 13 | INTC Intel Corp | Technology | 12.0K | $1.44M | 1.5% | -1,386 | -10.4% | Reduced | 0% |
| 14 | PANW Palo Alto Networks Inc | Technology | 3,531 | $1.40M | 1.46% | +63 | +1.8% | Added | 0% |
| 15 | JNJ Johnson & Johnson | Healthcare | 4,873 | $1.29M | 1.35% | +1 | +0.0% | Added | 0% |
Tip. Select a row to see that position’s full history at AGH Wealth Advisors.
As of its Q3 2026 13F filing, AGH Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 8.2%, Nvidia Corp (NVDA) at 8.1%, Spdr Gold Trust (GLD) at 7.0%, Microsoft Corp (MSFT) at 5.8%, Amazon Com Inc (AMZN) at 3.7% of the reported portfolio.
AGH Wealth Advisors, LLC reported a 13F portfolio worth $95.85M across 99 positions for Q3 2026. That is up 2.6% from the previous quarter.
Its largest purchases by value were ServiceNow, Inc. ($351.37K), Meta Platforms, Inc. ($263.24K), Nvidia Corp ($252.82K). It opened 4 new positions.
Its largest sales by value were Sandisk Corp ($336.51K), Air Products & Chemicals, Inc. ($273.83K), Chubb Ltd ($254.19K). It exited 13 positions entirely.
From the Form 13F-HR reports AGH Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.