• 13F History

AGH Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$104M
Signature - Title
Bradly J. Bechtel - CCO
Location
Wichita, KS
Summary
This page shows a list of all the recent 13F filings made by AGH Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AGH Wealth Advisors, LLC reported 119 stock holdings with total value $104M as of Q1 2025. Top holdings included AVDE, JBND, SPY, AAPL, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 119 $104M +$7.83M -$9.24M -$1.41M AVDE, JBND, SPY, AAPL, QQQM 13F-HR 4/11/2025, 10:26 AM
Q4 2024 113 $108M $0 $0 SPY, JBND, AAPL, MSFT, AVDE 13F-HR 4/4/2025, 08:49 AM