Argos Wealth Advisors, LLC
Sector Allocation
- Financials40.7%$153.8M
- Technology33.7%$127.2M
- Other11.9%$45.0M
- Consumer Discretionary3.5%$13.4M
- Industrials3.5%$13.3M
- Healthcare2.7%$10.3M
- Energy1.5%$5.8M
- Consumer Staples0.7%$2.7M
- Materials0.6%$2.2M
- Communication Services0.6%$2.2M
AUM History
13fpro.ai/research/fund/argos-wealth-advisors-llc-1809154
Conviction and streaks
Diversifying · top 10 = 60.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GLDM
$61.8MKLAC
$42.6MIAU
$33.3MGLD
$24.9MAAPL
$20.7MGLTR
$14.5MMSFT
$12.7M- SCHWAB$7.1M
BRK.A
$6.0MGOOGL
$5.7MTT
$4.9MSPY
$4.8MGOOG
$4.7MTSM
$4.6M- ISHARES$4.2M
AMZN
$3.5M- SCHWAB$3.1M
- ISHARES$3.1M
XOM.R34088
$2.9MNVDA
$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/argos-wealth-advisors-llc-1809154
Argos Wealth Advisors, LLC 13F holdings — Q2 2026
$377.6M portfolio (+8.6% QoQ) · 224 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
$61.8M
16.4% of stocks
-0.2%This quarter-7.8%Since filed3+ qtrsHeld$42.6M
11.3% of stocks
+848%This quarter-28.7%Since filed3+ qtrsHeld$33.3M
8.8% of stocks
+2%This quarter-7.8%Since filed3+ qtrsHeld$24.9M
6.6% of stocks
+0.5%This quarter-7.8%Since filed3+ qtrsHeld$20.7M
5.5% of stocks
+1%This quarter+12.7%Since filed3+ qtrsHeld$14.5M
3.8% of stocks
-5%This quarter-11.2%Since filed3+ qtrsHeld$12.7M
3.4% of stocks
+12%This quarter+7.2%Since filed3+ qtrsHeld- 8
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$7.1M
1.9% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
1.6% of stocks
No changeThis quarter—Since filed3+ qtrsHeld$5.7M
1.5% of stocks
-7%This quarter-8.7%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Argos Wealth Advisors, LLC (Q2 2026)
224 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Trane Technologies plc | Technology | $4.9M | 1.3% | 9,961 | +0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.8M | 1.3% | 6,388 | +20% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $4.7M | 1.2% | 13K | +68% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $4.6M | 1.2% | 9,585 | -7% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $4.2M | 1.1% | 41K | — | — | — | 13F |
| 16 | AMAZON COM INC | Consumer Discretionary | $3.5M | 0.9% | 15K | +11% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $3.1M | 0.8% | 80K | +2% | — | — | 13F |
| 18 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $3.1M | 0.8% | 13K | -0.7% | — | — | 13F |
| 19 | EXXON MOBIL CORP | Energy | $2.9M | 0.8% | 22K | +222% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | NVIDIA CORP | Technology | $2.8M | 0.7% | 14K | +17% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COMFORT SYSTEMS USA INC | Industrials | $2.8M | 0.7% | 1,400 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.7% | 9,893 | +2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $2.5M | 0.7% | 7,275 | — | — | — | 13F |
| 24 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $2.3M | 0.6% | 44K | +0.8% | — | — | 13F |
| 25 | Meta Platforms, Inc. | Technology | $2.3M | 0.6% | 4,102 | +15% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.2M | 0.6% | 60K | +0.0% | |||
| 27 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $2.1M | 0.6% | 41K | — | |||
| 28 | $V | VISA INC. | Financials | $2.1M | 0.6% | 6,012 | +3% | |||
| 29 | — | ALPS ETF TR - ALERIAN MLP | — | $1.8M | 0.5% | 35K | +12% | |||
| 30 | $ASML | ASML HOLDING NV | Technology | $1.7M | 0.5% | 866 | +1% | |||
| 31 | — | EA SERIES TRUST - STRI US ENER ETF | — | $1.6M | 0.4% | 48K | — | |||
| 32 | $PLXS | PLEXUS CORP | Technology | $1.5M | 0.4% | 4,955 | -6% | |||
| 33 | $AOUT | American Outdoor Brands, Inc. | Consumer Discretionary | $1.5M | 0.4% | 126K | — | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.4% | 1,207 | +11% | |||
| 35 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.3% | 11K | +2% | |||
| 36 | $MSI | Motorola Solutions, Inc. | Technology | $1.3M | 0.3% | 3,071 | -4% | |||
| 37 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.3M | 0.3% | 3,029 | +131% | |||
| 38 | $VSAT | VIASAT INC | Communication Services | $1.2M | 0.3% | 13K | -20% | |||
| 39 | — | EVERPURE INC - CL A | — | $1.2M | 0.3% | 15K | -1% | |||
| 40 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.1M | 0.3% | 34K | +15% | |||
| 41 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.1M | 0.3% | 38K | +0.0% | |||
| 42 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $1.1M | 0.3% | 11K | -13% | |||
| 43 | $HAYW | Hayward Holdings, Inc. | Industrials | $1.1M | 0.3% | 62K | — | |||
| 44 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.0M | 0.3% | 1,353 | -12% | |||
| 45 | $SSNC | SS&C Technologies Holdings Inc | Technology | $1.0M | 0.3% | 16K | -3% | |||
| 46 | $PANW | Palo Alto Networks Inc | Technology | $883K | 0.2% | 2,588 | +3% | |||
| 47 | $MA | Mastercard Inc | Financials | $876K | 0.2% | 1,705 | -2% | |||
| 48 | — | ISHARES TR - RUS 1000 GRW ETF | — | $875K | 0.2% | 7,044 | +153% | |||
| 49 | — | ISHARES TR - CORE S&P SCP ETF | — | $871K | 0.2% | 5,871 | — | |||
| 50 | $ALRM | Alarm.com Holdings, Inc. | Technology | $849K | 0.2% | 18K | +36% | |||
| 51 | $EXE | EXPAND ENERGY Corp | Energy | $828K | 0.2% | 9,078 | +0.4% | |||
| 52 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $808K | 0.2% | 3,401 | +0.8% | |||
| 53 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $807K | 0.2% | 3,604 | +7% | |||
| 54 | $IR | Ingersoll Rand Inc. | Industrials | $797K | 0.2% | 9,722 | +0.6% | |||
| 55 | $NET | Cloudflare, Inc. | Technology | $793K | 0.2% | 3,234 | -3% | |||
| 56 | $AMRZ | Amrize Ltd | Materials | $768K | 0.2% | 14K | — | |||
| 57 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $764K | 0.2% | 4,286 | +2406% | |||
| 58 | $CB | Chubb Ltd | Financials | $762K | 0.2% | 2,236 | +30% | |||
| 59 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $736K | 0.2% | 3,399 | -2% | |||
| 60 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $724K | 0.2% | 3,313 | +29% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $706K | 0.2% | 755 | +5% | |||
| 62 | $JPM | JPMORGAN CHASE & CO | Financials | $699K | 0.2% | 2,135 | +19% | |||
| 63 | $CGNX | COGNEX CORP | Technology | $693K | 0.2% | 9,575 | — | |||
| 64 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $674K | 0.2% | 12K | +0.8% | |||
| 65 | $ANET | Arista Networks, Inc. | Technology | $665K | 0.2% | 3,912 | +2% | |||
| 66 | $AVGO | Broadcom Inc. | Technology | $664K | 0.2% | 1,757 | +28% | |||
| 67 | $PRLB | Proto Labs Inc | Industrials | $650K | 0.2% | 7,976 | -2% | |||
| 68 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $648K | 0.2% | 18K | +4% | |||
| 69 | $EW | Edwards Lifesciences Corp | Healthcare | $648K | 0.2% | 7,160 | -5% | |||
| 70 | $MU | MICRON TECHNOLOGY INC | Technology | $637K | 0.2% | 552 | New | |||
| 71 | $YUM | YUM BRANDS INC | Consumer Discretionary | $625K | 0.2% | 3,907 | +0.8% | |||
| 72 | $GNRC | GENERAC HOLDINGS INC. | Technology | $623K | 0.2% | 2,127 | +0.9% | |||
| 73 | $SHC | Sotera Health Co | Healthcare | $604K | 0.2% | 34K | New | |||
| 74 | $SNOW | Snowflake Inc. | Technology | $599K | 0.2% | 2,355 | -4% | |||
| 75 | $ALLE | Allegion plc | Industrials | $599K | 0.2% | 4,264 | +0.7% | |||
| 76 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $577K | 0.1% | 12K | — | |||
| 77 | $URI | UNITED RENTALS, INC. | Industrials | $574K | 0.1% | 507 | -32% | |||
| 78 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $568K | 0.1% | 3,261 | +1.0% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $562K | 0.1% | 2,950 | — | |||
| 80 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $561K | 0.1% | 17K | +0.0% | |||
| 81 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $553K | 0.1% | 1,105 | New | |||
| 82 | $DIN | Dine Brands Global, Inc. | Consumer Discretionary | $546K | 0.1% | 15K | -31% | |||
| 83 | $ARES | Ares Management Corp | Financials | $540K | 0.1% | 4,848 | — | |||
| 84 | $GNTX | GENTEX CORP | Industrials | $536K | 0.1% | 21K | — | |||
| 85 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $527K | 0.1% | 13K | +2% | |||
| 86 | $SPGI | S&P Global Inc. | Financials | $527K | 0.1% | 1,295 | -3% | |||
| 87 | $POWI | POWER INTEGRATIONS INC | Technology | $524K | 0.1% | 6,253 | — | |||
| 88 | $ABBV | AbbVie Inc. | Healthcare | $515K | 0.1% | 2,045 | +15% | |||
| 89 | $TXN | TEXAS INSTRUMENTS INC | Technology | $510K | 0.1% | 1,710 | -5% | |||
| 90 | $KRC | KILROY REALTY CORP | Real Estate | $510K | 0.1% | 14K | — | |||
| 91 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $495K | 0.1% | 5,376 | -5% | |||
| 92 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $495K | 0.1% | 18K | — | |||
| 93 | $TOL | Toll Brothers, Inc. | Industrials | $489K | 0.1% | 2,971 | +0.1% | |||
| 94 | $SMTC | SEMTECH CORP | Technology | $489K | 0.1% | 3,022 | -60% | |||
| 95 | $NOW | ServiceNow, Inc. | Technology | $487K | 0.1% | 4,905 | -4% | |||
| 96 | $GRMN | GARMIN LTD | Technology | $480K | 0.1% | 2,021 | +0.8% | |||
| 97 | $ZETA | Zeta Global Holdings Corp. | Technology | $478K | 0.1% | 24K | +52% | |||
| 98 | $RY | ROYAL BANK OF CANADA | Financials | $477K | 0.1% | 2,304 | — | |||
| 99 | $CEVA | CEVA INC | Technology | $463K | 0.1% | 9,824 | New | |||
| 100 | $CPRT | COPART INC | Consumer Discretionary | $457K | 0.1% | 16K | -6% | |||
| 101 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $456K | 0.1% | 8,000 | +5% | |||
| 102 | $UBER | Uber Technologies, Inc | Technology | $427K | 0.1% | 5,914 | +3% | |||
| 103 | $NFLX | NETFLIX INC | Communication Services | $424K | 0.1% | 5,939 | +23% | |||
| 104 | $NEE | NEXTERA ENERGY INC | Utilities | $424K | 0.1% | 4,829 | +3% | |||
| 105 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $414K | 0.1% | 2,455 | +3% | |||
| 106 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $411K | 0.1% | 1,520 | -0.4% | |||
| 107 | $MNDY | monday.com Ltd. | Technology | $411K | 0.1% | 5,671 | New | |||
| 108 | $CVX | CHEVRON CORP | Energy | $408K | 0.1% | 2,463 | +13% | |||
| 109 | $IDCC | InterDigital, Inc. | Technology | $407K | 0.1% | 1,436 | -34% | |||
| 110 | $EME | EMCOR Group, Inc. | Industrials | $406K | 0.1% | 489 | -12% | |||
| 111 | $GDS | GDS Holdings Ltd | Technology | $404K | 0.1% | 13K | -6% | |||
| 112 | $BLK | BlackRock, Inc. | Financials | $397K | 0.1% | 413 | +5% | |||
| 113 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $397K | 0.1% | 1,125 | +5% | |||
| 114 | $VEEV | VEEVA SYSTEMS INC | Technology | $389K | 0.1% | 2,191 | +27% | |||
| 115 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $388K | 0.1% | 976 | — | |||
| 116 | $PH | Parker-Hannifin Corp | Industrials | $387K | 0.1% | 396 | +2% | |||
| 117 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $383K | 0.1% | 2,614 | +10% | |||
| 118 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $383K | 0.1% | 3,238 | — | |||
| 119 | $SPSC | SPS COMMERCE INC | Technology | $378K | 0.1% | 6,619 | New | |||
| 120 | $GTLB | Gitlab Inc. | Technology | $378K | 0.1% | 12K | New | |||
| 121 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $377K | 0.1% | 3,740 | +42% | |||
| 122 | $CW | CURTISS WRIGHT CORP | Industrials | $375K | 0.1% | 495 | +2% | |||
| 123 | $DXCM | DEXCOM INC | Healthcare | $374K | 0.1% | 5,558 | +36% | |||
| 124 | $RDDT | Reddit, Inc. | Technology | $371K | 0.1% | 2,136 | +21% | |||
| 125 | $QCOM | QUALCOMM INC/DE | Technology | $370K | 0.1% | 2,004 | +10% | |||
| 126 | $DV | DoubleVerify Holdings, Inc. | Technology | $368K | 0.1% | 34K | +111% | |||
| 127 | $AZN | ASTRAZENECA PLC | Healthcare | $368K | 0.1% | 1,939 | +4% | |||
| 128 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $367K | 0.1% | 1,753 | — | |||
| 129 | — | ISHARES TR - S&P 500 GRWT ETF | — | $357K | 0.1% | 2,595 | — | |||
| 130 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $356K | 0.1% | 7,030 | +24% | |||
| 131 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $351K | 0.1% | 935 | New | |||
| 132 | $OPLN | OPENLANE, Inc. | Consumer Discretionary | $349K | 0.1% | 8,535 | -24% | |||
| 133 | $DVN | DEVON ENERGY CORP/DE | Energy | $348K | 0.1% | 8,425 | New | |||
| 134 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $341K | 0.1% | 6,860 | +39% | |||
| 135 | $WMT | Walmart Inc. | Consumer Staples | $338K | 0.1% | 2,985 | +12% | |||
| 136 | $MRK | Merck & Co., Inc. | Healthcare | $337K | 0.1% | 2,620 | +23% | |||
| 137 | $PRI | Primerica, Inc. | Financials | $334K | 0.1% | 1,174 | -40% | |||
| 138 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $330K | 0.1% | 1,498 | +8% | |||
| 139 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $320K | 0.1% | 6,314 | New | |||
| 140 | $KRNT | Kornit Digital Ltd. | Industrials | $318K | 0.1% | 20K | +17% | |||
| 141 | $SHOP | SHOPIFY INC. | Technology | $317K | 0.1% | 2,773 | +63% | |||
| 142 | $CME | CME GROUP INC. | Financials | $314K | 0.1% | 1,423 | +3% | |||
| 143 | $BCS | BARCLAYS PLC | Financials | $312K | 0.1% | 12K | — | |||
| 144 | $AXP | AMERICAN EXPRESS CO | Financials | $309K | 0.1% | 915 | +3% | |||
| 145 | $PGNY | Progyny, Inc. | Healthcare | $309K | 0.1% | 11K | New | |||
| 146 | $UNP | UNION PACIFIC CORP | Industrials | $308K | 0.1% | 1,134 | +2% | |||
| 147 | $GMED | GLOBUS MEDICAL INC | Healthcare | $305K | 0.1% | 3,859 | +2% | |||
| 148 | $SNA | Snap-on Inc | Industrials | $300K | 0.1% | 745 | — | |||
| 149 | $MTDR | Matador Resources Co | Energy | $297K | 0.1% | 5,966 | — | |||
| 150 | $HLI | HOULIHAN LOKEY, INC. | Financials | $297K | 0.1% | 2,213 | +15% |
What changed in Q2 2026
Against the previous quarter's 13F: 37 new, 100 added to, 39 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (37)
$MUMICRON TECHNOLOGY INC$637K
first bought this quarter
$SHCSotera Health Co$604K
first bought this quarter
$CEVACEVA INC$463K
first bought this quarter
$MNDYmonday.com Ltd.$411K
first bought this quarter
$SPSCSPS COMMERCE INC$378K
first bought this quarter
$GTLBGitlab Inc.$378K
first bought this quarter
+31 more in the Excel export
Added to (100)
now $42.6M · held 3+ qtrs
now $2.9M · held 3+ qtrs, 2 adds in a row
now $4.7M · held 3+ qtrs
now $12.7M · held 3+ qtrs
now $33.3M · held 3+ qtrs
now $4.8M · held 3+ qtrs
+94 more in the Excel export
Trimmed (39)
now $14.5M · held 3+ qtrs
$SMTCSEMTECH CORP-60%
now $489K · held 3+ qtrs, 2 trims in a row
$TSCOTRACTOR SUPPLY CO /DE/-63%
now $267K · held 3+ qtrs, 2 trims in a row
now $5.7M · held 3+ qtrs, 2 trims in a row
now $4.6M · held 3+ qtrs, 2 trims in a row
$VSATVIASAT INC-20%
now $1.2M · held 3+ qtrs
+33 more in the Excel export
Holdings by quarter
Every 13F Argos Wealth Advisors, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Argos Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Argos Wealth Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-9.2%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Argos Wealth Advisors, LLC disclosed 224 positions worth $377.6M in its Form 13F-HR for Q2 2026, led by $GLDM (World Gold Trust) at 16.4% of the equity portfolio, followed by $KLAC and $IAU. During the quarter the fund opened 37 new positions and exited 16 — including a new stake in $MU and a full exit from $PRM. The portfolio is most concentrated in Financials (40.7% of disclosed assets). All figures are sourced directly from Argos Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1809154.
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