AGH Wealth Advisors, LLC - Portfolio overview

AGH Wealth Advisors, LLC has 139 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 12.41%
2. JBND - J P MORGAN EXCHANGE TRADED F, 7.96%
3. AVDE - AMERICAN CENTY ETF TR, 6.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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