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Agh Wealth Advisors, LLC
AGH Wealth Advisors, LLC is an SEC-registered investment adviser based in Wichita, Kansas, founded in 2008. The firm offers personalized financial advice, investment management, and comprehensive wealth planning services to individuals (including high net worth), as well as some institutions. Their team includes CERTIFIED FINANCIAL PLANNER™ professionals and other specialists. AGH Wealth Advisors serves clients seeking tailored plans for wealth building, retirement, business transitions, and legacy planning, and is owned by Allen, Gibbs & Houlik, L.C.
Investment Strategy
AGH Wealth Advisors provides individualized investment management through its Lifestyle to Legacy™ process, focusing on developing strategies tailored to each client’s goals, risk tolerance, timeline, and legacy wishes. The firm emphasizes holistic financial planning, including tax and estate considerations, and combines customized portfolios with ongoing engagement and fiduciary advice. They serve a variety of clients, primarily individuals and high net worth individuals, with an investment philosophy centered on trust, transparency, and disciplined, long-term planning over market timing.
Latest 13F Filing Activity
Agh Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 127 equity positions with a total 13F market value of $121M. The fund increased holdings in SPDR S&P 500 Etf TR, Nvidia Corporation, Microsoft Corp. among other positions. Agh Wealth Advisors, LLC reduced exposure to American Centy Etf TR, Unitedhealth Group Inc., Apple Inc. among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.82% | $10.7M | 17,320 | $599.65 | $617.85 | +$5.2M |
A AVDE | AMERICAN CENTY ETF TR | 6.97% | $8.5M | 114,297 | $63.14 | $74.01 | +$919.2K |
J JBND | J P MORGAN EXCHANGE TRADED F | 5.25% | $6.4M | 118,797 | $52.31 | $53.59 | +$307.7K |
M MSFT | MICROSOFT CORP | 4.71% | $5.7M | 11,495 | $422.05 | $497.41 | +$1.4M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 4.47% | $5.4M | 23,888 | $205.92 | $227.10 | +$973.4K |
Industry Allocation
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