Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLDMWorld Gold Tr | $61.8M | 16.4% | |
| KLACKla Corp | $42.6M | 11.3% | +848.3% |
| IAUIshares Gold Tr | $33.3M | 8.8% | +2.5% |
| GLDSpdr Gold Tr | $24.9M | 6.6% | |
| AAPLApple Inc | $20.7M | 5.5% | +1.0% |
| GLTRAbrdn Precious Metals Basket | $14.5M | 3.8% | −5.1% |
| MSFTMicrosoft Corp | $12.7M | 3.4% | +12.4% |
| FNDXSchwab Strategic Tr | $7.1M | 1.9% | |
| BRK/ABerkshire Hathaway Inc Del | $6.0M | 1.6% | |
| GOOGLAlphabet Inc | $5.7M | 1.5% | −7.0% |
| Trane Technologies PLCCUSIP G8994E103 | $4.9M | 1.3% | |
| SPYState Str Spdr S&p 500 Etf T | $4.8M | 1.3% | +20.0% |
| GOOGAlphabet Inc | $4.7M | 1.2% | +68.3% |
| TSMTaiwan Semiconductor Manufac | $4.6M | 1.2% | −6.9% |
| EFAIshares Tr | $4.2M | 1.1% | |
| AMZNAmazon Com Inc | $3.5M | 0.9% | +11.2% |
| FNDASchwab Strategic Tr | $3.1M | 0.8% | +1.9% |
| IWDIshares Tr | $3.1M | 0.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $2.9M | 0.8% | +221.6% |
| NVDANvidia Corporation | $2.8M | 0.7% | +17.1% |
| FIXComfort Sys Usa Inc | $2.8M | 0.7% | |
| JNJJohnson & Johnson | $2.5M | 0.7% | +2.0% |
| VVVanguard Index Fds | $2.5M | 0.7% | |
| FNDFSchwab Strategic Tr | $2.3M | 0.6% | |
| METAMeta Platforms Inc | $2.3M | 0.6% | +14.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VSATViasat Inc | December 31, 2025 | +160.6% | $1.2M |
| FIXComfort Sys Usa Inc | December 31, 2025 | +112.4% | $2.8M |
| PLXSPlexus Corp | December 31, 2025 | +104.5% | $1.5M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $1.7M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $4.6M |
| AOUTAmerican Outdoor Brands Inc | December 31, 2025 | +51.9% | $1.5M |
| SCHASchwab Strategic Tr | December 31, 2025 | +26.9% | $2.2M |
| Trane Technologies PLCCUSIP G8994E103 | December 31, 2025 | +26.2% | $4.9M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $2.5M |
| FNDASchwab Strategic Tr | December 31, 2025 | +20.8% | $3.1M |
Sold off last quarter
- PRMPerimeter Solutions Inc was $706K
- CDWCdw Corp was $616K
- ZTSZoetis Inc was $480K
- CTRACoterra Energy Inc was $419K
- Honeywell Intl IncCUSIP 438516106 was $319K
- INTUIntuit was $294K
- NYTNew York Times Co Mtn Be was $281K
- CLBCore Laboratories Inc was $271K
- MKTXMarketaxess Hldgs Inc was $258K
- CMICummins Inc was $215K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.2% | +14.8% |
| March 31, 2026 | +2.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Argos Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1809154&type=13F-HR&dateb=&owner=include&count=40CIK 1809154
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1809154/000142050626001558/Filed August 13, 2026 · accession 0001420506-26-001558