AGH Wealth Advisors, LLC
RIA/Wealth
AGH Wealth Advisors, LLC is a RIA/Wealth based in Wichita, KS led by Brad James Bechtel, reporting $439.9M in AUM as of Q3 2025 with 40% ETF concentration.
PresidentBrad James Bechtel
- Portfolio Value
- $136.4M
- Positions
- 124
- Top Holding
- SPY at 11.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AGH Wealth Advisors, LLC's portfolio (49.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.8M | 11.60% | +$4.3M Bought | — 23.7K shares | |
ETF ETF | $9.2M | 6.77% | +$214.2K Bought | — 117.0K shares | |
ETF ETF | $6.3M | 4.63% | -$116.9K Sold | — 116.6K shares | |
Unknown Unknown | $6.3M | 4.59% | +$121.9K Bought | — 17.6K shares | |
ETF ETF | $6.0M | 4.42% | +$125.4K Bought | — 24.4K shares | |
Semiconductors Technology | $5.6M | 4.08% | -$366.1K Sold | 0.00% 29.8K shares | |
Software - Infrastructure Technology | $5.5M | 4.02% | -$469.8K Sold | 0.00% 10.6K shares | |
Consumer Electronics Technology | $5.4M | 3.97% | -$557.1K Sold | 0.00% 21.3K shares | |
ETF ETF | $4.2M | 3.09% | -$22.3K Sold | — 40.3K shares | |
ETF ETF | $3.3M | 2.40% | +$256.9K Bought | — 50.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AGH Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+84.87% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for AGH Wealth Advisors, LLC
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