Spg Advisors

Latest statistics and disclosures from Spg Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, IBM, AAPL, COST, SGOV, and represent 72.89% of Spg Advisors's stock portfolio.
  • Added to shares of these 3 stocks: IBM, SPY, VTI.
  • Started 2 new stock positions in IBM, SPY.
  • Reduced shares in these 8 stocks: MSFT, AMZN, EFX, SGOV, BIL, AAPL, COST, BRK.B.
  • Sold out of its positions in EFX, MSFT.
  • Spg Advisors was a net seller of stock by $-1.5M.
  • Spg Advisors has $5.6M in assets under management (AUM), dropping by -15.47%.
  • Central Index Key (CIK): 0001843253

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Positions held by Spg Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Spg Advisors

Spg Advisors holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 29.3 $1.6M -35% 6.8k 238.34
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International Business Machines (IBM) 13.6 $753k NEW 2.7k 281.21
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Apple (AAPL) 12.4 $689k -3% 2.4k 289.31
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Costco Wholesale Corporation (COST) 8.9 $493k 527.00 935.58
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Ishares Tr 0-3 Mth Treasury (SGOV) 8.7 $486k -12% 4.8k 100.67
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Vanguard Index Fds Total Stk Mkt (VTI) 7.0 $389k 1.1k 370.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.1 $341k 681.00 500.39
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Spdr Series Trust St Str Blo 1 Etf (BIL) 5.8 $324k -13% 3.5k 91.64
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Boeing Company (BA) 4.1 $227k 1.0k 216.47
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.1 $225k NEW 301.00 747.09
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Past Filings by Spg Advisors

SEC 13F filings are viewable for Spg Advisors going back to 2025