Spg Advisors
Latest statistics and disclosures from Spg Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, AAPL, SGOV, COST, and represent 77.88% of Spg Advisors's stock portfolio.
- Added to shares of these 3 stocks: EFX, BIL, BRK.B.
- Started 1 new stock position in EFX.
- Reduced shares in these 10 stocks: , IBM, SGOV, , AMZN, VTI, COST, MSFT, AAPL, BA.
- Sold out of its positions in IBM, SPY, TSLA.
- Spg Advisors was a net seller of stock by $-2.2M.
- Spg Advisors has $6.6M in assets under management (AUM), dropping by -32.50%.
- Central Index Key (CIK): 0001843253
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Portfolio Holdings for Spg Advisors
Spg Advisors holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 33.6 | $2.2M | 11k | 208.27 |
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| Microsoft Corporation (MSFT) | 18.1 | $1.2M | 3.8k | 311.31 |
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| Apple (AAPL) | 9.5 | $625k | 2.5k | 253.74 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 8.5 | $555k | -39% | 5.5k | 100.67 |
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| Costco Wholesale Corporation (COST) | 8.2 | $536k | 537.00 | 997.19 |
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| Spdr Series Trust State Street Spd (BIL) | 5.7 | $372k | +3% | 4.1k | 91.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.1 | $337k | -6% | 1.0k | 320.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $331k | 690.00 | 479.20 |
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| Boeing Company (BA) | 3.2 | $209k | 1.0k | 199.03 |
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| Equifax (EFX) | 3.1 | $204k | NEW | 1.1k | 180.07 |
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Past Filings by Spg Advisors
SEC 13F filings are viewable for Spg Advisors going back to 2025
- Spg Advisors 2026 Q1 filed May 14, 2026
- Spg Advisors 2025 Q4 filed Feb. 13, 2026
- Spg Advisors 2025 Q3 filed Nov. 14, 2025
- Spg Advisors 2025 Q2 filed Aug. 18, 2025