Argos Wealth Advisors, LLC
CIK: 0001809154SEC EDGAR →
Portfolio Value
$372.2M
Holdings
212
As of
Q4 2025
New Positions
212
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 | WORLD GOLD TR | 790,297 | $67.5M | 18.12% |
| 2 | ISHARES GOLD TR | 432,418 | $35.1M | 9.43% |
| 3 | SPDR S&P 500 ETF TR | 6,923 | $29.5M | 7.93% |
| 4 | SPDR GOLD TR | 67,412 | $26.8M | 7.20% |
| 5 | APPLE INC | 71,902 | $19.7M | 5.30% |
| 6 | KLA CORP | 14,981 | $18.6M | 4.99% |
| 7 | ABRDN PRECIOUS METALS BASKET | 83,463 | $17.2M | 4.61% |
| 8 | MICROSOFT CORP | 30,340 | $14.7M | 3.94% |
| 9 | SCHWAB STRATEGIC TR | 227,903 | $6.2M | 1.67% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 8 | $6.0M | 1.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 53 | $166.1M | 44.6% |
| Financial Services | 52 | $77.4M | 20.8% |
| Unknown | 9 | $69.9M | 18.8% |
| Industrials | 26 | $15.4M | 4.1% |
| Consumer Cyclical | 21 | $12.3M | 3.3% |
| Communication Services | 8 | $11.7M | 3.1% |
| Healthcare | 18 | $9.4M | 2.5% |
| Energy | 6 | $3.0M | 0.8% |
| Basic Materials | 7 | $2.6M | 0.7% |
| Consumer Defensive | 5 | $2.5M | 0.7% |
| Real Estate | 3 | $1.1M | 0.3% |
| Utilities | 4 | $690K | 0.2% |