Argos Wealth Advisors, LLC

CIK 1809154 · View on SEC EDGAR ↗

Portfolio value
$377.6M
#4,510 of 9,443 by 13F value · top 47.8%
Positions
224
As of
June 30, 2026

Portfolio value QoQ: +8.6% 13F does not disclose cash

Top 10 holdings weight
60.67%
Top 25 holdings weight
74.16%
Positions above 1%
15
Effective number of positions
16.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.81% Est. buys $63,052,200 · sells $10,200,702

New positions
38
Increased
100
Decreased
39
Closed
16
On this page

Sector breakdown

Technology
26.8%
Industrials
6.4%
Communication Services
3.8%
Health Care
3.0%
Retail
2.2%
Consumer Discretionary
1.6%
Energy
1.5%
Financial Services
1.5%
Financials
1.5%
Communications
0.9%
Consumer products
0.5%
Materials
0.4%
Real Estate
0.2%
Utilities
0.2%
Consumer Staples
0.1%
Telecommunication
0.0%
Other/Unmapped
49.3%

Full portfolio 224 positions

Type Streak 8Q trend
GLDM $61,781,056 16.36% 777,903 $-10,496,474 Down ×2
KLAC KLA Corporation - Common Stock $42,559,750 11.27% 141,062 $20,656,179 Up ×2
IAU $33,297,720 8.82% 440,971 $-4,630,123 Up ×1
GLD $24,859,019 6.58% 67,482 $-4,023,337 Up ×1
AAPL Apple Inc. - Common Stock $20,688,190 5.48% 71,496 $2,728,911 Up ×1
GLTR $14,459,212 3.83% 79,819 $-3,942,358 Down ×1
MSFT Microsoft Corporation - Common Stock $12,664,784 3.35% 33,952 $1,488,237 Up ×1
FNDX $7,126,974 1.89% 229,163 $769,770 Up ×2
BRKA $5,990,800 1.59% 8 $245,680
GOOGL Alphabet Inc. - Class A Common Stock $5,652,521 1.50% 15,817 $763,426 Down ×2
TT Trane Technologies plc $4,892,445 1.30% 9,961 $745,882 Up ×1
SPY SPY $4,770,367 1.26% 6,388 $1,308,607 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $4,662,189 1.23% 13,195 $2,413,207 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4,577,508 1.21% 9,585 $1,098,313 Down ×2
EFA $4,247,030 1.12% 40,884 $275,967
AMZN Amazon.com, Inc. - Common Stock $3,527,670 0.93% 14,801 $754,971 Up ×2
FNDA $3,060,689 0.81% 80,417 $501,680 Up ×2
IWD $3,052,436 0.81% 12,591 $342,459 Down ×2
XOM Exxon Mobil Corporation Common Stock $2,944,128 0.78% 21,534 $1,808,254 Up ×2
NVDA NVIDIA Corporation - Common Stock $2,776,049 0.74% 13,874 $709,758 Up ×1
FIX Comfort Systems USA, Inc. Common Stock $2,774,730 0.73% 1,400 $844,144
JNJ Johnson & Johnson Common Stock $2,512,525 0.67% 9,893 $141,213 Up ×2
VV $2,501,945 0.66% 7,275 $327,811
FNDF $2,316,853 0.61% 43,913 $186,198 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $2,310,660 0.61% 4,102 $268,116 Up ×1
SCHA $2,157,807 0.57% 59,723 $421,320 Up ×2
VTEB $2,069,127 0.55% 40,908 $28,227
V Visa Inc. $2,062,657 0.55% 6,012 $306,340 Up ×1
AMLP $1,790,427 0.47% 34,531 $174,571 Up ×1
ASML ASML Holding N.V. - New York Registry Shares $1,722,855 0.46% 866 $592,225 Up ×1
DRLL Strive U.S. Energy ETF $1,616,542 0.43% 48,258 $-288,510
PLXS Plexus Corp. - Common Stock $1,489,820 0.39% 4,955 $422,232 Down ×2
AOUT American Outdoor Brands, Inc. - Common Stock $1,481,412 0.39% 126,185 $302,844
LLY Eli Lilly and Company Common Stock $1,447,712 0.38% 1,207 $446,082 Up ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $1,317,321 0.35% 11,291 $-306,680 Up ×1
MSI Motorola Solutions, Inc. Common Stock $1,275,356 0.34% 3,071 $-110,744 Down ×2
TSLA Tesla, Inc. - Common Stock $1,273,997 0.34% 3,029 $786,633 Up ×1
VSAT ViaSat, Inc. - Common Stock $1,209,202 0.32% 13,464 $435,915 Down ×1
PSTG Everpure, Inc. Class A common stock $1,163,650 0.31% 14,769 $278,995 Down ×2
IBIT iShares Bitcoin Trust ETF $1,145,675 0.30% 34,415 $-9,000 Up ×1
SCHX $1,112,631 0.29% 37,806 $143,411 Up ×2
USFD US Foods Holding Corp. Common Stock $1,105,425 0.29% 10,811 $-44,249 Down ×2
HAYW Hayward Holdings, Inc. Common Stock $1,065,811 0.28% 61,572 $241,978
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1,032,528 0.27% 1,353 $435,591 Down ×1
SSNC SS&C Technologies Holdings, Inc. - Common Stock $1,018,241 0.27% 16,410 $-124,368 Down ×2
PANW Palo Alto Networks, Inc. - Common Stock $882,560 0.23% 2,588 $478,554 Up ×1
MA Mastercard Incorporated Common Stock $875,688 0.23% 1,705 $5,280 Down ×1
IWF $874,653 0.23% 7,044 $-313,724 Up ×2
IJR $870,728 0.23% 5,871 $140,904
ALRM Alarm.com Holdings, Inc. - Common Stock $849,136 0.22% 18,175 $271,470 Up ×2
EXE Expand Energy Corporation - Common Stock $827,823 0.22% 9,078 $-165,027 Up ×1
CAH Cardinal Health, Inc. Common Stock $807,942 0.21% 3,401 $94,771 Up ×1
ADP Automatic Data Processing, Inc. - Common Stock $807,116 0.21% 3,604 $120,368 Up ×1
IR Ingersoll Rand Inc. Common Stock $797,107 0.21% 9,722 $23,068 Up ×1
NET Cloudflare, Inc. Class A Common Stock $793,236 0.21% 3,234 $105,298 Down ×1
AMRZ Amrize Ltd Ordinary Shares $767,520 0.20% 14,400 $-39,168
BKNG Booking Holdings Inc. - Common Stock $763,937 0.20% 4,286 $43,972 Up ×1
CB Chubb Limited Common Stock $761,895 0.20% 2,236 $203,251 Up ×1
ODFL Old Dominion Freight Line, Inc. - Common Stock $736,223 0.19% 3,399 $60,921 Down ×2
PGR Progressive Corporation (The) Common Stock $723,725 0.19% 3,313 $215,636 Up ×1
COST Costco Wholesale Corporation - Common Stock $705,928 0.19% 755 $-13,110 Up ×1
JPM JP Morgan Chase & Co. Common Stock $698,850 0.19% 2,135 $170,244 Up ×2
CGNX Cognex Corporation - Common Stock $693,422 0.18% 9,575 $224,343
BMY Bristol-Myers Squibb Company Common Stock $673,751 0.18% 11,693 $-29,789 Up ×1
ANET Arista Networks, Inc. Common Stock $664,571 0.18% 3,912 $193,587 Up ×1
AVGO Broadcom Inc. - Common Stock $663,707 0.18% 1,757 $237,821 Up ×1
PRLB Proto Labs, Inc. Common stock $650,124 0.17% 7,976 $184,100 Down ×1
SCHE $648,474 0.17% 17,884 $79,329 Up ×1
EW Edwards Lifesciences Corporation Common Stock $647,694 0.17% 7,160 $41,729 Down ×2
MU Micron Technology, Inc. - Common Stock $637,168 0.17% 552 Up ×1
YUM Yum! Brands, Inc. $624,573 0.17% 3,907 $21,777 Up ×1
GNRC Generac Holdlings Inc. Common Stock $622,807 0.16% 2,127 $211,051 Up ×1
SHC Sotera Health Company - Common Stock $603,500 0.16% 34,000 Up ×1
SNOW Snowflake Inc. Common Stock $599,348 0.16% 2,355 $229,839 Down ×1
ALLE Allegion plc Ordinary Shares $599,049 0.16% 4,264 $-15,964 Up ×1
VNLA $577,487 0.15% 11,818 $60
URI United Rentals, Inc. Common Stock $574,375 0.15% 507 $30,869 Down ×2
SCCO Southern Copper Corporation Common Stock $568,262 0.15% 3,261 $12,508 Up ×2
XLK XLK $562,034 0.15% 2,950 $169,979
SCHG $561,262 0.15% 16,586 $78,138 Up ×2
BRKB $552,931 0.15% 1,105 Up ×1
DIN Dine Brands Global, Inc. Common Stock $545,680 0.14% 15,200 $-31,338 Down ×1
ARES Ares Management Corporation Class A Common Stock $539,631 0.14% 4,848 $10,714
GNTX Gentex Corporation - Common Stock $535,951 0.14% 21,209 $72,534
FNDE $527,481 0.14% 13,293 $28,958 Up ×2
SPGI S&P Global Inc. Common Stock $527,402 0.14% 1,295 $-42,554 Down ×2
POWI Power Integrations, Inc. - Common Stock $523,751 0.14% 6,253 $203,597
ABBV AbbVie Inc. Common Stock $514,604 0.14% 2,045 $128,777 Up ×2
TXN Texas Instruments Incorporated - Common Stock $509,700 0.13% 1,710 $158,501 Down ×1
KRC Kilroy Realty Corporation Common Stock $509,592 0.13% 13,600 $125,936
ORLY O'Reilly Automotive, Inc. - Common Stock $495,076 0.13% 5,376 $-28,876 Down ×2
UMC United Microelectronics Corporation (NEW) Common Stock $495,032 0.13% 18,193 $331,659
TOL Toll Brothers, Inc. Common Stock $489,472 0.13% 2,971 $84,293 Up ×1
SMTC Semtech Corporation - Common Stock $489,111 0.13% 3,022 $-94,023 Down ×2
NOW ServiceNow, Inc. Common Stock $486,968 0.13% 4,905 $-44,460 Down ×1
GRMN Garmin Ltd. Common Stock (Switzerland) $480,068 0.13% 2,021 $15,120 Up ×1
ZETA Zeta Global Holdings Corp. Class A Common Stock $478,283 0.13% 24,303 $224,248 Up ×1
RY Royal Bank Of Canada Common Stock $476,859 0.13% 2,304 $104,118
CEVA CEVA, Inc. - Common Stock $463,300 0.12% 9,824 Up ×1
CPRT Copart, Inc. - Common Stock $456,537 0.12% 16,195 $-114,901 Down ×2

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
MU $637,168 552 0.17%
SHC $603,500 34,000 0.16%
BRKB $552,931 1,105 0.15%
CEVA $463,300 9,824 0.12%
MNDY $410,524 5,671 0.11%
SPSC $378,408 6,619 0.10%
GTLB $377,656 12,370 0.10%
CDNS $350,924 935 0.09%
DVN $348,121 8,425 0.09%
NEAR $319,867 6,314 0.08%
PGNY $308,885 10,714 0.08%
LGIH $284,268 4,464 0.08%
MRVL $281,506 945 0.07%
UNH $266,834 642 0.07%
SCHW $262,877 2,849 0.07%

Top movers (QoQ)

Security Action Shares Δ Value Δ
KLAC Bought more +126K +$20.7M
GLDM Trimmed -2K -$10.5M
IAU Bought more +11K -$4.6M
GLD Bought more +359 -$4.0M
GLTR Trimmed -4K -$3.9M
AAPL Bought more +732 +$2.7M
GOOG Bought more +5K +$2.4M
XOM Bought more +15K +$1.8M
MSFT Bought more +4K +$1.5M
SPY Bought more +1K +$1.3M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
SCHV March 31, 2026 29,844 $883,673 No longer tracked
PRM June 30, 2026 28,900 $705,738 -13.6%
CDW June 30, 2026 5,094 $616,476 -1.0%
ZTS June 30, 2026 4,057 $479,578 5.4%
PYPL March 31, 2026 8,074 $471,360 36.4%
BR March 31, 2026 1,935 $431,834 8.7%
CTRA June 30, 2026 11,929 $419,185 No longer tracked
CSGP March 31, 2026 5,608 $377,082 -17.0%
HON June 30, 2026 1,412 $319,154 -1.2%
EXAS March 31, 2026 3,110 $315,852 No longer tracked
INTU June 30, 2026 681 $294,451 38.7%
NYT June 30, 2026 3,360 $281,333 -5.7%
WDAY March 31, 2026 1,291 $277,281 52.0%
CLB June 30, 2026 16,119 $270,638 10.2%
SAP March 31, 2026 1,085 $263,557 26.3%
MKTX June 30, 2026 1,561 $257,534 42.6%
SPSC March 31, 2026 2,773 $247,157 43.2%
FLUT March 31, 2026 1,133 $243,640 0.2%
MS March 31, 2026 1,348 $239,310 29.9%
TEL March 31, 2026 999 $227,282 -3.9%
ABT March 31, 2026 1,801 $225,647 11.9%
MCHP March 31, 2026 3,475 $221,427 18.0%
CMI June 30, 2026 400 $215,208 -15.6%
EEFT March 31, 2026 2,821 $214,706 4.4%
TM June 30, 2026 1,040 $214,334 13.7%
PLNT June 30, 2026 2,868 $213,322 2.3%
SMCI June 30, 2026 9,314 $212,080 27.2%
ROK March 31, 2026 545 $212,043 21.1%
ADSK March 31, 2026 708 $209,575 5.9%
AMH March 31, 2026 6,490 $208,329 23.7%
MNDY March 31, 2026 1,405 $207,322 31.3%
GGG June 30, 2026 2,413 $204,260 9.3%
CDNS March 31, 2026 647 $202,239 13.5%
NEAR March 31, 2026 3,934 $201,027 No longer tracked
IWB March 31, 2026 536 $200,164 No longer tracked
RDY June 30, 2026 13,705 $189,814 -16.0%
WIT March 31, 2026 30,264 $85,950 -8.5%
MRCC June 30, 2026 11,848 $54,500 No longer tracked
SID March 31, 2026 10,762 $17,219 -29.6%