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AGH WEALTH ADVISORS, LLC 13F portfolio summary

AGH WEALTH ADVISORS, LLC of AGH WEALTH ADVISORS, LLC has 122 current stock holdings with a reported portfolio value of $135.9M. The portfolio 1 year return is +17.58%. Top holdings include SPY (0.00%), QQQ (0.00%), JBND (0.00%), AVDE (6.74%), GLD (6.51%).

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AGH WEALTH ADVISORS, LLC

AGH WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

AGH WEALTH ADVISORS, LLC runs AGH WEALTH ADVISORS, LLC and currently holds 122 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $135.87M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AGH WEALTH ADVISORS, LLC ranks #936 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AGH WEALTH ADVISORS, LLC's portfolio at AGH WEALTH ADVISORS, LLC has delivered returns of +17.58%. Their 3-year annualized return is +14.47%. Looking at the 5-year horizon, AGH WEALTH ADVISORS, LLC has achieved +14.47% annualized returns at AGH WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.58%
#764/1000
3 Year
+14.47%
#938/1000
5 Year
+14.47%
#933/1000

Portfolio Value

$135.87M

Alpha Score

13.4

#936 of 1000

Holdings

122

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change