Institutional Manager · CIK 0002104895
Argo Wealth Advisory, LLC
MCLEAN, VA · File #028-25978
Latest AUM
$167.2M
Positions
52
Top-10 Concentration
52.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 316188309 | 260,895 | $12.0M | 7.20% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 221,010 | $12.0M | 7.17% |
| 3 | PACER FDS TR | 69374H881 | 178,690 | $10.8M | 6.45% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 275,700 | $10.5M | 6.30% |
| 5 | ABBVIE INC | ABBV | 38,785 | $8.9M | 5.31% |
| 6 | WISDOMTREE TR | WT | 172,117 | $8.4M | 5.02% |
| 7 | VANGUARD WORLD FD | 92204A702 | 8,848 | $6.7M | 4.00% |
| 8 | PIMCO ETF TR | 72201R585 | 247,249 | $6.6M | 3.96% |
| 9 | ISHARES TR | 464287440 | 64,720 | $6.2M | 3.73% |
| 10 | WISDOMTREE TR | WT | 105,127 | $5.3M | 3.17% |
| 11 | MICROSOFT CORP | MSFT | 8,121 | $3.9M | 2.36% |
| 12 | EXXON MOBIL CORP | XOM | 29,337 | $3.5M | 2.12% |
| 13 | VANGUARD INDEX FDS | 922908363 | 5,563 | $3.5M | 2.09% |
| 14 | CISCO SYS INC | CSCO | 41,949 | $3.2M | 1.94% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 3,613 | $3.1M | 1.87% |
| 16 | VISA INC | V | 8,052 | $2.8M | 1.69% |
| 17 | LOWES COS INC | 548661107 | 11,507 | $2.8M | 1.66% |
| 18 | NEXTERA ENERGY INC | NEE-PW | 34,037 | $2.7M | 1.64% |
| 19 | XYLEM INC | XYL | 19,723 | $2.7M | 1.61% |
| 20 | STRYKER CORPORATION | SYK | 7,618 | $2.7M | 1.61% |