IPG Investment Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), IPG Investment Advisors LLC reported 222 stock positions worth $570.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.1% of the portfolio, followed by Nvidia (NVDA, 6.6%) and Amazon.com (AMZN, 4.1%). Compared with Q3 2025, it opened 41 new positions, sold out of 31, added to 66 and reduced 76. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +120%) and the biggest sale Cemex Sab-Spons ADR Part Cer (CX, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001602237
- Portfolio Value
- $570.5M (Q4 2025)
- SEC Filing
- 0001602237-26-000002 ↗ filed Feb 9, 2026
Holdings Value
Holdings 222 stocks · $570.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.05% | 67,182 | $45.9M | Add +6.2% |
| NVDA Nvidia Corp. | 6.57% | 200,886 | $37.5M | Add +3.9% |
| AMZN Amazon.com Inc. | 4.05% | 100,122 | $23.1M | Add +9.1% |
| MSFT Microsoft Corp. | 3.65% | 43,005 | $20.8M | Add +22.6% |
| AAPL Apple Inc. | 3.38% | 70,903 | $19.3M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 2.89% | 52,635 | $16.5M | Add +20.2% |
| PGR Progressive Corp. | 2.84% | 71,131 | $16.2M | Add +43.4% |
| SHV iShares 0-1 Year Treasury Bo | 2.83% | 146,375 | $16.1M | Add +119.6% |
| RSP Invesco S&P 500 Equal Weight | 2.40% | 71,330 | $13.7M | Add +11.9% |
| MUSA Murphy USA Inc. | 2.13% | 30,133 | $12.2M | Add +3.7% |
| META Meta Platforms Inc. Class A | 1.89% | 16,296 | $10.8M | Reduce -20.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.88% | 17,452 | $10.7M | Reduce -0.5% |
| ORLY O'reilly Automotive Inc. | 1.65% | 102,965 | $9.4M | Add +43.2% |
| JACK Jack in the Box Inc. | 1.43% | 431,001 | $8.2M | Reduce -34.0% |
| OI O-I Glass Inc. | 1.41% | 546,693 | $8.1M | Reduce -40.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.40% | 87,337 | $8.0M | Reduce -2.9% |
| HEI.A Heico Corp. Class A | 1.38% | 31,224 | $7.9M | Add +41.2% |
| GT Goodyear Tire & Rubber Co. | 1.36% | 884,460 | $7.7M | Reduce -23.8% |
| SGI Somnigroup International Inc. | 1.32% | 84,236 | $7.5M | Add +43.7% |
| TSLA Tesla Inc. | 1.28% | 16,252 | $7.3M | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.26% | 37,646 | $7.2M | Add +2.8% |
| AVGO Broadcom Inc. | 1.17% | 19,235 | $6.7M | Reduce -26.5% |
| IEF iShares 7-10 Year Treasury B | 1.11% | 65,694 | $6.3M | Add +13.8% |
| VGK Vanguard Ftse Europe ETF | 1.04% | 71,161 | $5.9M | Reduce -0.8% |
| WMT Walmart Inc. | 1.02% | 52,134 | $5.8M | Reduce -3.5% |
| GLD SPDR Gold Shares | 0.95% | 13,644 | $5.4M | Add +10.4% |
| IBIT iShares Bitcoin Trust ETF | 0.93% | 106,359 | $5.3M | Add +17.7% |
| BLDR Builders Firstsource Inc. | 0.90% | 50,060 | $5.2M | Add +42.7% |
| VOO Vanguard S&P 500 ETF | 0.81% | 7,407 | $4.6M | Reduce -38.5% |
| EWJ iShares MSCI Japan ETF | 0.81% | 57,386 | $4.6M | Add +726.2% |
| TLT iShares 20+ Year Treasury BD | 0.80% | 52,476 | $4.6M | Add +33.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.80% | 4,262 | $4.6M | Reduce -13.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 8,874 | $4.5M | Add +20.8% |
| GS Goldman Sachs Group Inc. | 0.78% | 5,038 | $4.4M | No change |
| MGA Magna International Inc. | 0.78% | 82,950 | $4.4M | Reduce -54.9% |
| JPM JPMorgan Chase & Co. | 0.70% | 12,453 | $4.0M | Reduce -30.6% |
| UBER Uber Technologies Inc. | 0.68% | 47,477 | $3.9M | Reduce -29.4% |
| CX Cemex Sab-Spons ADR Part Cer | 0.63% | 311,273 | $3.6M | Reduce -75.7% |
| COST Costco Wholesale Corp. | 0.60% | 3,944 | $3.4M | Add +31.9% |
| CEF Sprott Physical Gold and Sil | 0.58% | 72,115 | $3.3M | Add +5.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 28,790 | $3.3M | Add +174.1% |
| CRM Salesforce Inc. | 0.58% | 12,397 | $3.3M | Add +3.5% |
| MA Mastercard Inc. Class A | 0.57% | 5,696 | $3.3M | Add +4.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.56% | 6,591 | $3.2M | Add +568.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 5,989 | $2.9M | Add +0.4% |
| PANW Palo Alto Networks Inc. | 0.49% | 15,187 | $2.8M | Reduce -16.1% |
| GEV GE Vernova Inc. | 0.49% | 4,257 | $2.8M | Add +703.2% |
| ANET Arista Networks Inc. | 0.48% | 20,840 | $2.7M | Add +66.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 48,500 | $2.7M | Add +149.6% |
| MS Morgan Stanley | 0.45% | 14,509 | $2.6M | Reduce -4.7% |
| HD Home Depot Inc. | 0.43% | 7,137 | $2.5M | Add +9.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.41% | 32,000 | $2.4M | No change |
| TPL Texas Pacific Land Corp. | 0.41% | 8,130 | $2.3M | Add +41.9% |
| VST Vistra Corp. | 0.41% | 14,377 | $2.3M | Reduce -34.8% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 12,854 | $2.3M | Reduce -18.8% |
| GNRC Generac Holdings Inc. | 0.40% | 16,666 | $2.3M | Reduce -44.4% |
| PBR Petroleo Brasileiro-Spon ADR | 0.40% | 185,185 | $2.3M | Reduce -51.3% |
| MU Micron Technology Inc. | 0.38% | 7,501 | $2.1M | Reduce -63.2% |
| NFLX Netflix Inc. | 0.37% | 22,398 | $2.1M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.35% | 6,425 | $2.0M | Reduce -3.8% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 6,507 | $2.0M | Reduce -5.4% |
| KLAC KLA Corp. | 0.34% | 1,579 | $1.9M | Reduce -18.0% |
| RTX RTX Corp. | 0.33% | 10,317 | $1.9M | Reduce -6.8% |
| HWM Howmet Aerospace Inc. | 0.33% | 9,154 | $1.9M | Reduce -4.7% |
| WFC Wells Fargo & Co. | 0.33% | 20,029 | $1.9M | Add +685.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.32% | 15,682 | $1.8M | Reduce -3.4% |
| XLI SS Industrial Select Sector | 0.32% | 11,655 | $1.8M | New |
| TPR Tapestry Inc. | 0.31% | 13,830 | $1.8M | New |
| LRCX Lam Research Corp. | 0.31% | 10,260 | $1.8M | Add +366.4% |
| AMD Advanced Micro Devices | 0.30% | 8,117 | $1.7M | Reduce -68.0% |
| APH Amphenol Corp. Class A | 0.30% | 12,825 | $1.7M | New |
| XLB SS Materials Select Sector | 0.30% | 38,100 | $1.7M | New |
| QCOM Qualcomm Inc. | 0.30% | 10,029 | $1.7M | Reduce -52.3% |
| LLY Eli Lilly & Co. | 0.30% | 1,586 | $1.7M | Add +232.5% |
| XLF SS Financial Select Sector | 0.29% | 30,520 | $1.7M | Add +365.9% |
| BWA Borgwarner Inc. | 0.29% | 36,225 | $1.6M | Reduce -56.7% |
| NEM Newmont Corp. | 0.28% | 16,083 | $1.6M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 10,373 | $1.6M | New |
| JBS JBS NV-A | 0.28% | 110,475 | $1.6M | New |
| TRGP Targa Resources Corp. | 0.28% | 8,594 | $1.6M | New |
| APP AppLovin Corp. Class A | 0.27% | 2,318 | $1.6M | New |
| GD General Dynamics Corp. | 0.27% | 4,624 | $1.6M | Reduce -14.3% |
| ISRG Intuitive Surgical Inc. | 0.27% | 2,736 | $1.5M | New |
| COF Capital One Financial Corp. | 0.27% | 6,383 | $1.5M | New |
| PNC PNC Financial Services Group | 0.27% | 7,302 | $1.5M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.26% | 2 | $1.5M | New |
| IDXX Idexx Laboratories Inc. | 0.26% | 2,216 | $1.5M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 5,032 | $1.5M | New |
| IWM iShares Russell 2000 ETF | 0.26% | 5,984 | $1.5M | Reduce -2.0% |
| RL Ralph Lauren Corp. | 0.26% | 4,114 | $1.5M | Reduce -18.9% |
| OPEN Opendoor Technologies Inc. | 0.26% | 250,000 | $1.5M | No change |
| WHR Whirlpool Corp. | 0.25% | 20,080 | $1.4M | Reduce -12.6% |
| VCIT Vanguard Int-Term Corporate | 0.24% | 16,500 | $1.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 4,519 | $1.4M | Reduce -36.2% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.24% | 13,750 | $1.4M | No change |
| IAU iShares Gold Trust | 0.23% | 16,422 | $1.3M | Add +134.4% |
| PHYS Sprott Physical Gold Trust | 0.22% | 38,137 | $1.3M | Reduce -10.4% |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 8,526 | $1.2M | Reduce -9.9% |
| VGT Vanguard Info Tech ETF | 0.22% | 1,638 | $1.2M | Add +10.8% |
| ORCL Oracle Corp. | 0.21% | 6,286 | $1.2M | Add +267.2% |
Portfolio Sells Q3 2025 → Q4 2025
| CX Cemex Sab-Spons ADR Part Cer | Reduce -75.7% | 0.63% | −1.43 |
| JACK Jack in the Box Inc. | Reduce -34.0% | 1.43% | −0.87 |
| META Meta Platforms Inc. Class A | Reduce -20.5% | 1.89% | −0.80 |
| MGA Magna International Inc. | Reduce -54.9% | 0.78% | −0.78 |
| OI O-I Glass Inc. | Reduce -40.9% | 1.41% | −0.73 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.57 |
| KBWB Invesco KBW Bank ETF | Sold out | 0.00% | −0.56 |
| VOO Vanguard S&P 500 ETF | Reduce -38.5% | 0.81% | −0.51 |
| GNRC Generac Holdings Inc. | Reduce -44.4% | 0.40% | −0.50 |
| UBER Uber Technologies Inc. | Reduce -29.4% | 0.68% | −0.49 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -51.3% | 0.40% | −0.48 |
| AMD Advanced Micro Devices | Reduce -68.0% | 0.30% | −0.43 |
| AVGO Broadcom Inc. | Reduce -26.5% | 1.17% | −0.37 |
| BWA Borgwarner Inc. | Reduce -56.7% | 0.29% | −0.37 |
| VST Vistra Corp. | Reduce -34.8% | 0.41% | −0.36 |
| AMAT Applied Materials Inc. | Reduce -91.7% | 0.04% | −0.34 |
| QCOM Qualcomm Inc. | Reduce -52.3% | 0.30% | −0.32 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.32 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.31 |
| JPM JPMorgan Chase & Co. | Reduce -30.6% | 0.70% | −0.31 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.29 |
| APTV Aptiv PLC | Reduce -50.4% | 0.21% | −0.28 |
| HOOD Robinhood Markets Inc. Class A | Reduce -63.3% | 0.11% | −0.28 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.28 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.28 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.28 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.27 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.27 |
| MU Micron Technology Inc. | Reduce -63.2% | 0.38% | −0.23 |
| ELV Elevance Health Inc. | Reduce -65.2% | 0.14% | −0.23 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.21 |
| GT Goodyear Tire & Rubber Co. | Reduce -23.8% | 1.36% | −0.19 |
| PANW Palo Alto Networks Inc. | Reduce -16.1% | 0.49% | −0.17 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.16 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.13 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.13 |
| ADBE Adobe Inc. | Reduce -75.6% | 0.04% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Reduce -18.8% | 0.40% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -36.2% | 0.24% | −0.11 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.11 |
| ERAS Erasca Inc. | Sold out | 0.00% | −0.09 |
| BABA Alibaba Group Holding-SP ADR | Reduce -9.9% | 0.22% | −0.08 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -2.9% | 1.40% | −0.07 |
| WHR Whirlpool Corp. | Reduce -12.6% | 0.25% | −0.07 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -46.3% | 0.08% | −0.06 |
| GD General Dynamics Corp. | Reduce -14.3% | 0.27% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| SHV iShares 0-1 Year Treasury Bo | Add +119.6% | 2.83% | +1.51 |
| GOOGL Alphabet Inc. Class A | Add +20.2% | 2.89% | +0.99 |
| EWJ iShares MSCI Japan ETF | Add +726.2% | 0.81% | +0.71 |
| PGR Progressive Corp. | Add +43.4% | 2.84% | +0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.2% | 8.05% | +0.52 |
| DIA SS SPDR Dow Jones Indus Avg | Add +568.5% | 0.56% | +0.47 |
| AMZN Amazon.com Inc. | Add +9.1% | 4.05% | +0.46 |
| SGI Somnigroup International Inc. | Add +43.7% | 1.32% | +0.44 |
| GEV GE Vernova Inc. | Add +703.2% | 0.49% | +0.43 |
| MSFT Microsoft Corp. | Add +22.6% | 3.65% | +0.41 |
| HEI.A Heico Corp. Class A | Add +41.2% | 1.38% | +0.38 |
| DIS The Walt Disney Co. | Add +174.1% | 0.58% | +0.36 |
| XLI SS Industrial Select Sector | New | 0.32% | +0.32 |
| TPR Tapestry Inc. | New | 0.31% | +0.31 |
| APH Amphenol Corp. Class A | New | 0.30% | +0.30 |
| XLB SS Materials Select Sector | New | 0.30% | +0.30 |
| WFC Wells Fargo & Co. | Add +685.5% | 0.33% | +0.29 |
| BAC Bank of America Corp. | Add +149.6% | 0.47% | +0.29 |
| NEM Newmont Corp. | New | 0.28% | +0.28 |
| TJX TJX Companies Inc. | New | 0.28% | +0.28 |
| JBS JBS NV-A | New | 0.28% | +0.28 |
| TRGP Targa Resources Corp. | New | 0.28% | +0.28 |
| APP AppLovin Corp. Class A | New | 0.27% | +0.27 |
| ISRG Intuitive Surgical Inc. | New | 0.27% | +0.27 |
| COF Capital One Financial Corp. | New | 0.27% | +0.27 |
| PNC PNC Financial Services Group | New | 0.27% | +0.27 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.26% | +0.26 |
| ORLY O'reilly Automotive Inc. | Add +43.2% | 1.65% | +0.26 |
| IDXX Idexx Laboratories Inc. | New | 0.26% | +0.26 |
| IBM Intl Business Machines Corp. | New | 0.26% | +0.26 |
| LRCX Lam Research Corp. | Add +366.4% | 0.31% | +0.26 |
| RSP Invesco S&P 500 Equal Weight | Add +11.9% | 2.40% | +0.24 |
| LLY Eli Lilly & Co. | Add +232.5% | 0.30% | +0.23 |
| XLF SS Financial Select Sector | Add +365.9% | 0.29% | +0.23 |
| TLT iShares 20+ Year Treasury BD | Add +33.4% | 0.80% | +0.17 |
| GLD SPDR Gold Shares | Add +10.4% | 0.95% | +0.16 |
| ANET Arista Networks Inc. | Add +66.0% | 0.48% | +0.15 |
| WDC Western Digital Corp. | New | 0.15% | +0.15 |
| BLDR Builders Firstsource Inc. | Add +42.7% | 0.90% | +0.14 |
| IAU iShares Gold Trust | Add +134.4% | 0.23% | +0.14 |
| NVDA Nvidia Corp. | Add +3.9% | 6.57% | +0.13 |
| CEF Sprott Physical Gold and Sil | Add +5.2% | 0.58% | +0.13 |
| ORCL Oracle Corp. | Add +267.2% | 0.21% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.8% | 0.78% | +0.12 |
| MUSA Murphy USA Inc. | Add +3.7% | 2.13% | +0.12 |
| IEF iShares 7-10 Year Treasury B | Add +13.8% | 1.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +31.9% | 0.60% | +0.10 |
| TPL Texas Pacific Land Corp. | Add +41.9% | 0.41% | +0.09 |
| SNPS Synopsys Inc. | New | 0.09% | +0.09 |
| ACHR Archer Aviation Inc. Class A | New | 0.08% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 268 | $695.9M | SPY, NVDA, AMZN, AAPL, GOOGL |
| Q1 2026 | 242 | $582.3M | SPY, NVDA, AMZN, AAPL, GOOGL |
| Q4 2025 | 222 | $570.5M | SPY, NVDA, AMZN, MSFT, AAPL |
| Q3 2025 | 212 | $560.8M | SPY, NVDA, AMZN, AAPL, MSFT |
| Q2 2025 | 177 | $512.4M | SPY, OI, NVDA, CX, GT |
| Q1 2025 | 169 | $442.0M | SPY, OI, GT, NVDA, CX |
| Q4 2024 | 174 | $439.5M | SPY, MGA, NVDA, GT, OI |
| Q3 2024 | 175 | $459.0M | SPY, NVDA, ATSG, AAPL, MGA |
| Q2 2024 | 176 | $457.7M | AAPL, NVDA, SPY, AMZN, ATSG |
| Q1 2024 | 168 | $458.1M | SPY, AAPL, NVDA, MGA, AMZN |