Universe · entity
Argos Wealth Advisors, LLC
Institutional manager (13F) · CIK 1809154
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $294M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WORLD GOLD TR | $72M | 779,777 |
| 2 | ISHARES GOLD TR | $38M | 430,216 |
| 3 | SPDR GOLD TR | $29M | 67,123 |
| 4 | KLA CORP | $22M | 14,876 |
| 5 | ABRDN PRECIOUS METALS BASKET | $18M | 84,133 |
| 6 | APPLE INC | $18M | 70,764 |
| 7 | MICROSOFT CORP | $11M | 30,193 |
| 8 | SCHWAB STRATEGIC TR | $6M | 228,266 |
| 9 | BERKSHIRE HATHAWAY INC DEL | $6M | 8 |
| 10 | ALPHABET INC | $5M | 17,002 |
| 11 | TRANE TECHNOLOGIES PLC | $4M | 9,950 |
| 12 | ISHARES TR | $4M | 40,884 |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $3M | 10,295 |
| 14 | STATE STR SPDR S&P 500 ETF T | $3M | 5,323 |
| 15 | AMAZON COM INC | $3M | 13,313 |
| 16 | ISHARES TR | $3M | 12,683 |
| 17 | SCHWAB STRATEGIC TR | $3M | 78,909 |
| 18 | JOHNSON & JOHNSON | $2M | 9,701 |
| 19 | ALPHABET INC | $2M | 7,840 |
| 20 | VANGUARD INDEX FDS | $2M | 7,275 |
| 21 | SCHWAB STRATEGIC TR | $2M | 43,545 |
| 22 | NVIDIA CORPORATION | $2M | 11,848 |
| 23 | META PLATFORMS INC | $2M | 3,570 |
| 24 | VANGUARD MUN BD FDS | $2M | 40,908 |
| 25 | COMFORT SYS USA INC | $2M | 1,400 |
| 26 | EA SERIES TRUST | $2M | 48,258 |
| 27 | VISA INC | $2M | 5,811 |
| 28 | SCHWAB STRATEGIC TR | $2M | 59,714 |
| 29 | PALANTIR TECHNOLOGIES INC | $2M | 11,102 |
| 30 | ALPS ETF TR | $2M | 30,696 |
| 31 | MOTOROLA SOLUTIONS INC | $1M | 3,194 |
| 32 | ISHARES TR | $1M | 2,787 |
| 33 | AMERICAN OUTDOOR BRANDS INC | $1M | 126,185 |
| 34 | ISHARES BITCOIN TRUST ETF | $1M | 30,054 |
| 35 | US FOODS HLDG CORP | $1M | 12,468 |
| 36 | SS&C TECH HLDGS | $1M | 16,910 |
| 37 | EXXON MOBIL CORP | $1M | 6,695 |
| 38 | ASML HLDG NV | $1M | 856 |
| 39 | PLEXUS CORP | $1M | 5,271 |
| 40 | TRACTOR SUPPLY CO | $1M | 22,641 |
| 41 | ELI LILLY & CO | $1M | 1,089 |
| 42 | EXPAND ENERGY CORPORATION | $993k | 9,044 |
| 43 | SCHWAB STRATEGIC TR | $969k | 37,801 |
| 44 | EVERPURE INC | $885k | 14,984 |
| 45 | MASTERCARD INCORPORATED | $870k | 1,742 |
| 46 | HAYWARD HLDGS INC | $824k | 61,572 |
| 47 | AMRIZE LTD | $807k | 14,400 |
| 48 | INGERSOLL RAND INC | $774k | 9,661 |
| 49 | VIASAT INC | $773k | 16,884 |
| 50 | ISHARES TR | $730k | 5,871 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.