Argos Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1809154 · latest 13F-HR filed 2026-08-13

Argos Wealth Advisors, LLC manages $377.6M in 13F-reported U.S. long-equity assets across 224 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GLDM (16.36%), KLAC (11.27%), IAU (8.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 38 new positions, exited 16, added to 107, and trimmed 42.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5930 SOUTH LAND PARK DRIVE #22459
SACRAMENTO, CA 95822
Phone
(707) 633-9063
Filing Manager
Argos Wealth Advisors, LLC
SACRAMENTO, CA
Signatory
Paul Holthe
Chief Compliance Officer
Loading holdings…
AUM

$377.6M

Long-equity book

Holdings

224

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+38 / −16 / ↑107 / ↓42

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA CORP$20.7M +94.3%
  • APPLE INC$2.7M +15.2%
  • ALPHABET INC$2.4M +107.3%
  • EXXON MOBIL CORP$1.8M +159.2%
  • MICROSOFT CORP$1.5M +13.3%
Show all 107

Top Trims

  • WORLD GOLD TR-$10.5M -14.5%
  • ISHARES GOLD TR-$4.6M -12.2%
  • SPDR GOLD TR-$4.0M -13.9%
  • ABRDN PRECIOUS METALS BASKET-$3.9M -21.4%
  • TRACTOR SUPPLY CO-$758.3K -73.9%
Show all 42

New Positions

  • MICRON TECHNOLOGY INC$637.2K
  • SOTERA HEALTH CO$603.5K
  • BERKSHIRE HATHAWAY INC DEL$552.9K
  • CEVA INC$463.3K
  • MONDAY COM LTD$410.5K
Show all 38

Exited Positions

  • PERIMETER SOLUTIONS INC$705.7K
  • CDW CORP$616.5K
  • ZOETIS INC$479.6K
  • COTERRA ENERGY INC$419.2K
  • HONEYWELL INTL INC$319.2K
Show all 16
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WORLD GOLD TR GLDM 98149E303 $61.8M 16.36% 777,903 SH
2 KLA CORP KLAC 482480100 $42.6M 11.27% 141,062 SH
3 ISHARES GOLD TR IAU 464285204 $33.3M 8.82% 440,971 SH
4 SPDR GOLD TR GLD 78463V107 $24.9M 6.58% 67,482 SH
5 APPLE INC AAPL 037833100 $20.7M 5.48% 71,496 SH
6 ABRDN PRECIOUS METALS BASKET GLTR 003263100 $14.5M 3.83% 79,819 SH
7 MICROSOFT CORP MSFT 594918104 $12.7M 3.35% 33,952 SH
8 SCHWAB STRATEGIC TR FNDX 808524771 $7.1M 1.89% 229,163 SH
9 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $6.0M 1.59% 8 SH
10 ALPHABET INC GOOGL 02079K305 $5.7M 1.50% 15,817 SH
11 TRANE TECHNOLOGIES PLC TT G8994E103 $4.9M 1.30% 9,961 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.8M 1.26% 6,388 SH
13 ALPHABET INC GOOG 02079K107 $4.7M 1.23% 13,195 SH
14 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $4.6M 1.21% 9,585 SH
15 ISHARES TR EFA 464287465 $4.2M 1.12% 40,884 SH
16 AMAZON COM INC AMZN 023135106 $3.5M 0.93% 14,801 SH
17 SCHWAB STRATEGIC TR FNDA 808524763 $3.1M 0.81% 80,417 SH
18 ISHARES TR IWD 464287598 $3.1M 0.81% 12,591 SH
19 EXXON MOBIL CORP XOM 30231G102 $2.9M 0.78% 21,534 SH
20 NVIDIA CORPORATION NVDA 67066G104 $2.8M 0.74% 13,874 SH
21 COMFORT SYS USA INC FIX 199908104 $2.8M 0.73% 1,400 SH
22 JOHNSON & JOHNSON JNJ 478160104 $2.5M 0.67% 9,893 SH
23 VANGUARD INDEX FDS VV 922908637 $2.5M 0.66% 7,275 SH
24 SCHWAB STRATEGIC TR FNDF 808524755 $2.3M 0.61% 43,913 SH
25 META PLATFORMS INC META 30303M102 $2.3M 0.61% 4,102 SH
26 SCHWAB STRATEGIC TR SCHA 808524607 $2.2M 0.57% 59,723 SH
27 VANGUARD MUN BD FDS VTEB 922907746 $2.1M 0.55% 40,908 SH
28 VISA INC V 92826C839 $2.1M 0.55% 6,012 SH
29 ALPS ETF TR AMLP 00162Q452 $1.8M 0.47% 34,531 SH
30 ASML HLDG NV ASML N07059210 $1.7M 0.46% 866 SH
31 EA SERIES TRUST DRLL 02072L722 $1.6M 0.43% 48,258 SH
32 PLEXUS CORP PLXS 729132100 $1.5M 0.39% 4,955 SH
33 AMERICAN OUTDOOR BRANDS INC AOUT 02875D109 $1.5M 0.39% 126,185 SH
34 ELI LILLY & CO LLY 532457108 $1.4M 0.38% 1,207 SH
35 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.3M 0.35% 11,291 SH
36 MOTOROLA SOLUTIONS INC MSI 620076307 $1.3M 0.34% 3,071 SH
37 TESLA INC TSLA 88160R101 $1.3M 0.34% 3,029 SH
38 VIASAT INC VSAT 92552V100 $1.2M 0.32% 13,464 SH
39 EVERPURE INC P 74624M102 $1.2M 0.31% 14,769 SH
40 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.1M 0.30% 34,415 SH
41 SCHWAB STRATEGIC TR SCHX 808524201 $1.1M 0.29% 37,806 SH
42 US FOODS HLDG CORP USFD 912008109 $1.1M 0.29% 10,811 SH
43 HAYWARD HLDGS INC HAYW 421298100 $1.1M 0.28% 61,572 SH
44 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.0M 0.27% 1,353 SH
45 SS&C TECH HLDGS SSNC 78467J100 $1.0M 0.27% 16,410 SH
46 PALO ALTO NETWORKS INC PANW 697435105 $882.6K 0.23% 2,588 SH
47 MASTERCARD INCORPORATED MA 57636Q104 $875.7K 0.23% 1,705 SH
48 ISHARES TR IWF 464287614 $874.7K 0.23% 7,044 SH
49 ISHARES TR IJR 464287804 $870.7K 0.23% 5,871 SH
50 ALARM COM HLDGS INC ALRM 011642105 $849.1K 0.22% 18,175 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $377.6M 224 0001420506-26-001558
2026-03-31 2026-04-27 $347.8M 202 0001420506-26-000756
2025-12-31 2026-02-04 $372.2M 213 0001420506-26-000160