Institutional Fund
Agh Wealth Advisors, LLC
Wichita, KSCIK 20610106 filings on record
Portfolio Value
$135.87M
Q1 2026
Holdings
123
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+2.1%
from $133.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr10.2%
- J P Morgan Exchange Traded F6.6%
- American Centy ETF Tr5.6%
- Spdr Gold Tr5.4%
- Nvidia Corporation4.2%
- Apple Inc4.1%
- Other64.1%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 21.3K | $13.89M | 10.2% | −2.3K | Reduced |
| 2 | J P Morgan Exchange Traded F | 165.8K | $8.92M | 6.6% | +47.9K | Added |
| 3 | American Centy ETF Tr | 89.1K | $7.56M | 5.6% | −29.8K | Reduced |
| 4 | Spdr Gold Tr | 17.0K | $7.30M | 5.4% | −138 | Reduced |
| 5 | Nvidia Corporation | 32.4K | $5.65M | 4.2% | +2.5K | Added |
| 6 | Apple Inc | 21.7K | $5.51M | 4.1% | +477 | Added |
| 7 | Invesco Exch Traded Fd Tr II | 17.9K | $4.26M | 3.1% | −6.6K | Reduced |
| 8 | Spdr Series Trust | 41.7K | $4.08M | 3.0% | +1.1K | Added |
| 9 | Microsoft Corp | 10.5K | $3.87M | 2.9% | 0 | Held |
| 10 | Invesco Exchange Traded Fd T | 52.5K | $3.66M | 2.7% | +1.4K | Added |
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