Argo Wealth Advisory, LLC

CIK 0002104895 · MCLEAN, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Argo Wealth Advisory, LLC reported 50 positions worth $181.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: FBND (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.2M
2026 Q2
Positions
50
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.7%
Est. Net Flow (Q)
2026 Q2
10 / 50 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FBNDFIDELITY MERRIMACK STR TRSH$12.5M6.87%273,702
2JBNDJ P MORGAN EXCHANGE TRADED FSH$12.4M6.83%231,442
3COWZPACER FDS TRSH$11.9M6.57%191,489
4DFAIDIMENSIONAL ETF TRUSTSH$11.8M6.50%285,328
5ABBVABBVIE INCSH$9.7M5.37%38,686
6IHDGWISDOMTREE TRSH$9.6M5.31%183,696
7VGTVANGUARD WORLD FDSH$8.0M4.41%66,813
8PYLDPIMCO ETF TRSH$7.5M4.13%282,413
9IEFISHARES TRSH$6.3M3.46%66,370
10USFRWISDOMTREE TRSH$5.9M3.23%116,288

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Argo Wealth Advisory, LLC hold as of Q2 2026?

Argo Wealth Advisory, LLC reported 50 positions worth $181.2M in its Q2 2026 13F filing. Largest positions: FBND (6.9%), JBND (6.8%), COWZ (6.6%), DFAI (6.5%) and ABBV (5.4%).

What did Argo Wealth Advisory, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Argo Wealth Advisory, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.