You're signed outSign in or to get full access.
Argi Investment Services, LLC
ARGI Investment Services, LLC is a registered investment advisory firm headquartered in Louisville, Kentucky, founded in 1999. The firm provides personalized wealth management, investment advisory, and financial planning services to individuals, small businesses, and institutional clients. ARGI is recognized for its team-based approach, offering a range of services including retirement planning, estate planning, business consulting, and tax strategy. As of its most recent SEC filings, the firm manages over a billion dollars in assets and its staff includes advisors, fiduciaries, and support personnel.
Investment Strategy
ARGI Investment Services, LLC employs a client-centric investment strategy focused on diversification, risk management, and long-term growth. The firm uses strategic asset allocation, including equity, fixed income, and alternative investments, often utilizing ETFs and mutual funds to build portfolios tailored to client needs. Their philosophy emphasizes holistic financial planning and ongoing portfolio monitoring to adjust for market conditions and client goals, aiming to achieve strong risk-adjusted returns across market cycles.
Latest 13F Filing Activity
Argi Investment Services, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 25 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Index FDS, Ishares TR among other positions. Argi Investment Services, LLC reduced exposure to SPDR Series Trust, Ishares TR, Vanguard Index FDS among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 30.47% | $597.6M | 975,788 | $534.87 | $612.38 | +$45.5M |
I IEF | ISHARES TR | 13.65% | $267.7M | 2,775,739 | $93.36 | $96.46 | +$20.9M |
V VT | VANGUARD INTL EQUITY INDEX F | 10.70% | $209.8M | 1,522,464 | $121.15 | $137.80 | +$69.6M |
B BWX | SPDR SERIES TRUST | 9.02% | $176.8M | 7,686,848 | $22.21 | $23.00 | -$10.8M |
S SCHP | SCHWAB STRATEGIC TR | 7.56% | $148.2M | 5,499,900 | $25.92 | $26.95 | +$1.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more