Institutional Manager · CIK 0001809154
Argos Wealth Advisors, LLC
SACRAMENTO, CA · File #028-26073
Latest AUM
$372.2M
Positions
213
Top-10 Concentration
77.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WORLD GOLD TR | GLDW | 790,297 | $67.5M | 21.56% |
| 2 | ISHARES GOLD TR | IAU | 432,418 | $35.1M | 11.22% |
| 3 | SPDR S&P 500 ETF TR | SPY | 6,923 | $29.5M | 9.43% |
| 4 | SPDR GOLD TR | GLD | 67,412 | $26.8M | 8.56% |
| 5 | APPLE INC | AAPL | 71,902 | $19.7M | 6.31% |
| 6 | KLA CORP | KLAC | 14,941 | $18.2M | 5.80% |
| 7 | ABRDN PRECIOUS METALS BASKET | GLTR | 83,463 | $17.2M | 5.48% |
| 8 | MICROSOFT CORP | MSFT | 30,340 | $14.7M | 4.69% |
| 9 | SCHWAB STRATEGIC TR | 808524771 | 227,903 | $6.2M | 1.98% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8 | $6.0M | 1.93% |
| 11 | ALPHABET INC | GOOG | 17,825 | $5.6M | 1.78% |
| 12 | ISHARES TR | 464287465 | 40,884 | $3.9M | 1.25% |
| 13 | TRANE TECHNOLOGIES PLC | TT | 9,950 | $3.9M | 1.24% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,987 | $3.6M | 1.16% |
| 15 | AMAZON COM INC | AMZN | 11,801 | $2.7M | 0.87% |
| 16 | ISHARES TR | 464287598 | 12,711 | $2.7M | 0.85% |
| 17 | META PLATFORMS INC | META | 3,870 | $2.6M | 0.82% |
| 18 | ALPHABET INC | GOOG | 7,840 | $2.5M | 0.79% |
| 19 | SCHWAB STRATEGIC TR | 808524763 | 75,840 | $2.4M | 0.76% |
| 20 | VANGUARD INDEX FDS | 922908637 | 7,275 | $2.3M | 0.73% |