Spg Advisors LLC Portfolio Holdings

Spg Advisors LLC

$8.69 Billion
Q3 2025

Spg Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.69 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $2.35B, Microsoft Corp with a value of $2B, Tesla, Inc. with a value of $1.02B, Apple Inc. with a value of $632M, and Ishares Trishares 0 3 Mnth Tre with a value of $545M.

Examining the 13F form we can see an increase of $347M in the current position value, from $8.34B to 8.69B.

Spg Advisors LLC is based out at Kirkland, WA

Below you can find more details about Spg Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.69 Billion

Consumer Cyclical: $3.37 Billion

Technology: $2.63 Billion

ETFs: $1.27 Billion

Consumer Defensive: $544 Million

Industrials: $518 Million

Financial Services: $356 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$545 Million 6.27% of portfolio	5,408	Q3 2025 Added 24.44%
VTI Vanguard Total Stock Market Et ETFs	$0	$379 Million 4.36% of portfolio	1,155	Q3 2025 Added 3.4%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$346 Million 3.98% of portfolio	3,770	Q3 2025 Reduced 11.0%

Summary

Portfolio
No. of Stocks 11
Current Value $8.69 Billion
Prior Value $8.34 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spg Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spg Advisors LLC with notifications on news.

Account