Institutional Fund
Argos Wealth Advisors, LLC
Sacramento, CACIK 18091542 filings on record
Portfolio Value
$347.78M
Q1 2026
Holdings
202
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-6.6%
from $372.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- World Gold Tr20.8%
- Ishares Gold Tr10.9%
- Spdr Gold Tr8.3%
- Kla Corp6.3%
- Abrdn Precious Metals Basket5.3%
- Apple Inc5.2%
- Other43.3%
Portfolio Holdings
202 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 779.8K | $72.28M | 20.8% | −10.5K | Reduced |
| 2 | Ishares Gold Tr | 430.2K | $37.93M | 10.9% | −2.2K | Reduced |
| 3 | Spdr Gold Tr | 67.1K | $28.88M | 8.3% | −289 | Reduced |
| 4 | Kla Corp | 14.9K | $21.90M | 6.3% | −105 | Reduced |
| 5 | Abrdn Precious Metals Basket | 84.1K | $18.40M | 5.3% | +670 | Added |
| 6 | Apple Inc | 70.8K | $17.96M | 5.2% | −1.1K | Reduced |
| 7 | Microsoft Corp | 30.2K | $11.18M | 3.2% | −147 | Reduced |
| 8 | Schwab Strategic Tr | 228.3K | $6.36M | 1.8% | +363 | Added |
| 9 | Berkshire Hathaway Inc Del | 8 | $5.75M | 1.7% | 0 | Held |
| 10 | Alphabet Inc | 17.0K | $4.89M | 1.4% | −823 | Reduced |
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