Argo Wealth Advisory, LLC
CIK: 0002104895SEC EDGAR →
Portfolio Value
$167.2M
Holdings
52
As of
Q4 2025
New Positions
52
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 260,895 | $12.0M | 7.19% |
| 2 | J P MORGAN EXCHANGE TRADED F | 221,010 | $11.9M | 7.15% |
| 3 | PACER FDS TR | 178,690 | $10.8M | 6.43% |
| 4 | DIMENSIONAL ETF TRUST | 275,700 | $10.5M | 6.28% |
| 5 | ABBVIE INC | 38,785 | $8.9M | 5.30% |
| 6 | WISDOMTREE TR | 172,117 | $8.4M | 5.01% |
| 7 | VANGUARD WORLD FD | 8,848 | $6.7M | 3.99% |
| 8 | PIMCO ETF TR | 247,249 | $6.6M | 3.95% |
| 9 | ISHARES TR | 64,720 | $6.2M | 3.72% |
| 10 | WISDOMTREE TR | 105,127 | $5.3M | 3.16% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $92.9M | 55.6% |
| Healthcare | 8 | $22.1M | 13.2% |
| Technology | 8 | $17.4M | 10.4% |
| Industrials | 5 | $12.1M | 7.2% |
| Consumer Defensive | 3 | $7.3M | 4.4% |
| Energy | 1 | $3.5M | 2.1% |
| Consumer Cyclical | 1 | $2.8M | 1.7% |
| Utilities | 1 | $2.7M | 1.6% |
| Unknown | 2 | $2.5M | 1.5% |
| Communication Services | 2 | $2.0M | 1.2% |
| Real Estate | 1 | $1.7M | 1.0% |