Long-term investor
Agh Wealth Advisors, LLC @aghwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002061010).
Record
- Tracked since 2025-06-30 (441 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +17.5% · all +17.5%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 10.3% · long · since 2025-06-30
- JBND · 6.0% · long · since 2025-06-30
- AVDE · 5.3% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- GLD · 4.0% · long · since 2025-06-30
- QQQM · 3.5% · long · since 2025-06-30
- SPYG · 3.2% · long · since 2025-06-30
- PWV · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30