IPG Investment Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), IPG Investment Advisors LLC reported 242 stock positions worth $582.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.1% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Amazon.com (AMZN, 3.7%). Compared with Q4 2025, it opened 50 new positions, sold out of 30, added to 88 and reduced 59. The biggest buy was a new position in Grupo Aeromexico Sab DE CV (AERO) and the biggest sale Microsoft (MSFT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001602237
- Portfolio Value
- $582.3M (Q1 2026)
- SEC Filing
- 0001602237-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 242 stocks · $582.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.12% | 72,525 | $47.3M | Add +8.0% |
| NVDA Nvidia Corp. | 5.94% | 198,198 | $34.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 3.68% | 102,959 | $21.4M | Add +2.8% |
| AAPL Apple Inc. | 3.10% | 71,186 | $18.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.92% | 59,072 | $17.0M | Add +12.2% |
| MUSA Murphy USA Inc. | 2.80% | 33,052 | $16.3M | Add +9.7% |
| SHV iShares 0-1 Year Treasury Bo | 2.48% | 130,628 | $14.4M | Reduce -10.8% |
| PGR Progressive Corp. | 2.45% | 72,028 | $14.3M | Add +1.3% |
| RSP Invesco S&P 500 Equal Weight | 2.41% | 73,189 | $14.0M | Add +2.6% |
| MSFT Microsoft Corp. | 2.38% | 37,480 | $13.9M | Reduce -12.8% |
| ORLY O'reilly Automotive Inc. | 1.96% | 123,564 | $11.4M | Add +20.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.87% | 18,902 | $10.9M | Add +8.3% |
| META Meta Platforms Inc. Class A | 1.45% | 14,778 | $8.5M | Reduce -9.3% |
| AERO Grupo Aeromexico Sab DE CV | 1.42% | 591,657 | $8.3M | New |
| TLT iShares 20+ Year Treasury BD | 1.38% | 92,620 | $8.0M | Add +76.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.32% | 39,288 | $7.7M | Add +4.4% |
| SGI Somnigroup International Inc. | 1.29% | 101,839 | $7.5M | Add +20.9% |
| HEI.A Heico Corp. Class A | 1.22% | 33,541 | $7.1M | Add +7.4% |
| MU Micron Technology Inc. | 1.21% | 20,871 | $7.1M | Add +178.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.18% | 75,147 | $6.9M | Reduce -14.0% |
| AVGO Broadcom Inc. | 1.12% | 21,148 | $6.5M | Add +9.9% |
| GLD SPDR Gold Shares | 1.11% | 15,076 | $6.5M | Add +10.5% |
| VGK Vanguard Ftse Europe ETF | 1.11% | 78,592 | $6.5M | Add +10.4% |
| IEF iShares 7-10 Year Treasury B | 1.11% | 67,424 | $6.4M | Add +2.6% |
| TSLA Tesla Inc. | 1.08% | 16,924 | $6.3M | Add +4.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.05% | 4,629 | $6.1M | Add +8.6% |
| VGLT Vanguard Long-Term Treasury | 1.04% | 109,165 | $6.0M | New |
| WMT Walmart Inc. | 1.04% | 48,427 | $6.0M | Reduce -7.1% |
| TPL Texas Pacific Land Corp. | 0.96% | 11,819 | $5.6M | Add +45.4% |
| COST Costco Wholesale Corp. | 0.95% | 5,549 | $5.5M | Add +40.7% |
| OI O-I Glass Inc. | 0.94% | 523,358 | $5.5M | Reduce -4.3% |
| GT Goodyear Tire & Rubber Co. | 0.94% | 828,725 | $5.5M | Reduce -6.3% |
| JACK Jack in the Box Inc. | 0.89% | 536,296 | $5.2M | Add +24.4% |
| GS Goldman Sachs Group Inc. | 0.87% | 5,978 | $5.1M | Add +18.7% |
| BLDR Builders Firstsource Inc. | 0.85% | 60,289 | $5.0M | Add +20.4% |
| VOO Vanguard S&P 500 ETF | 0.82% | 8,014 | $4.8M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 9,218 | $4.4M | Add +3.9% |
| EWJ iShares MSCI Japan ETF | 0.73% | 50,545 | $4.3M | Reduce -11.9% |
| JPM JPMorgan Chase & Co. | 0.71% | 14,009 | $4.1M | Add +12.5% |
| GEV GE Vernova Inc. | 0.64% | 4,275 | $3.7M | Add +0.4% |
| GNRC Generac Holdings Inc. | 0.64% | 19,078 | $3.7M | Add +14.5% |
| WHR Whirlpool Corp. | 0.63% | 67,735 | $3.7M | Add +237.3% |
| MA Mastercard Inc. Class A | 0.60% | 6,965 | $3.5M | Add +22.3% |
| CEF Sprott Physical Gold and Sil | 0.58% | 71,156 | $3.4M | Reduce -1.3% |
| UBER Uber Technologies Inc. | 0.55% | 44,866 | $3.2M | Reduce -5.5% |
| PANW Palo Alto Networks Inc. | 0.55% | 19,897 | $3.2M | Add +31.0% |
| IBIT iShares Bitcoin Trust ETF | 0.49% | 74,563 | $2.9M | Reduce -29.9% |
| CRM Salesforce Inc. | 0.48% | 15,084 | $2.8M | Add +21.7% |
| MS Morgan Stanley | 0.46% | 16,106 | $2.7M | Add +11.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 5,989 | $2.6M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.43% | 33,472 | $2.5M | Add +4.6% |
| HD Home Depot Inc. | 0.43% | 7,637 | $2.5M | Add +7.0% |
| ANET Arista Networks Inc. | 0.43% | 20,325 | $2.5M | Reduce -2.5% |
| IESC Ies Holdings Inc. | 0.43% | 5,228 | $2.5M | New |
| NFLX Netflix Inc. | 0.42% | 25,697 | $2.5M | Add +14.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.38% | 2,387 | $2.2M | Add +118.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 6,556 | $2.2M | Add +45.1% |
| JBS JBS NV-A | 0.37% | 120,800 | $2.2M | Add +9.3% |
| VST Vistra Corp. | 0.37% | 14,377 | $2.2M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.36% | 35,260 | $2.1M | New |
| GOOG Alphabet Inc. Class C | 0.34% | 6,996 | $2.0M | Add +8.9% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 6,989 | $2.0M | Add +7.4% |
| MRK Merck & Co. Inc. | 0.33% | 15,827 | $1.9M | Add +632.7% |
| AMD Advanced Micro Devices | 0.33% | 9,366 | $1.9M | Add +15.4% |
| MGA Magna International Inc. | 0.33% | 33,980 | $1.9M | Reduce -59.0% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 12,686 | $1.9M | Reduce -1.3% |
| DELL Dell Technologies -C | 0.32% | 11,300 | $1.9M | Add +18.6% |
| HWM Howmet Aerospace Inc. | 0.30% | 7,512 | $1.7M | Reduce -17.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.30% | 14,516 | $1.7M | Reduce -7.4% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.28% | 68,265 | $1.7M | Add +276.0% |
| ORCL Oracle Corp. | 0.28% | 11,276 | $1.7M | Add +79.4% |
| NEM Newmont Corp. | 0.28% | 15,271 | $1.7M | Reduce -5.0% |
| TRGP Targa Resources Corp. | 0.28% | 6,556 | $1.6M | Reduce -23.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 10,292 | $1.6M | Reduce -0.8% |
| JBL Jabil Inc. | 0.28% | 6,144 | $1.6M | New |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.28% | 32,257 | $1.6M | Add +57.0% |
| IVV iShares Core S&P 500 ETF | 0.28% | 2,458 | $1.6M | Add +304.9% |
| EQT Eqt Corp. | 0.27% | 24,995 | $1.6M | New |
| LRCX Lam Research Corp. | 0.27% | 7,404 | $1.6M | Reduce -27.8% |
| PNC PNC Financial Services Group | 0.27% | 7,616 | $1.6M | Add +4.3% |
| IAU iShares Gold Trust | 0.27% | 17,747 | $1.6M | Add +8.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.27% | 3,503 | $1.6M | New |
| TPR Tapestry Inc. | 0.26% | 10,912 | $1.5M | Reduce -21.1% |
| RTX RTX Corp. | 0.26% | 7,943 | $1.5M | Reduce -23.0% |
| RL Ralph Lauren Corp. | 0.26% | 4,442 | $1.5M | Add +8.0% |
| CNP Centerpoint Energy Inc. | 0.26% | 35,488 | $1.5M | New |
| KEYS Keysight Technologies Inc. | 0.26% | 5,415 | $1.5M | New |
| WDC Western Digital Corp. | 0.26% | 5,652 | $1.5M | Add +15.5% |
| OSG Octave Specialty Group Inc. | 0.26% | 325,616 | $1.5M | New |
| PWR Quanta Services Inc. | 0.26% | 2,732 | $1.5M | Add +441.0% |
| IWM iShares Russell 2000 ETF | 0.25% | 5,984 | $1.5M | No change |
| TDY Teledyne Technologies Inc. | 0.25% | 2,443 | $1.5M | New |
| TRV The Travelers Cos Inc. | 0.25% | 5,044 | $1.5M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 15,199 | $1.5M | Reduce -47.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 2 | $1.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 29,355 | $1.4M | Reduce -39.5% |
| EEM iShares MSCI Emerging Market | 0.25% | 25,157 | $1.4M | Add +63.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 12,809 | $1.4M | Add +116.6% |
| VCIT Vanguard Int-Term Corporate | 0.23% | 16,500 | $1.4M | No change |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.23% | 13,750 | $1.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -12.8% | 2.38% | −1.26 |
| NVDA Nvidia Corp. | Reduce -1.3% | 5.94% | −0.63 |
| OI O-I Glass Inc. | Reduce -4.3% | 0.94% | −0.47 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -80.8% | 0.10% | −0.46 |
| MGA Magna International Inc. | Reduce -59.0% | 0.33% | −0.45 |
| IBIT iShares Bitcoin Trust ETF | Reduce -29.9% | 0.49% | −0.43 |
| META Meta Platforms Inc. Class A | Reduce -9.3% | 1.45% | −0.43 |
| CX Cemex Sab-Spons ADR Part Cer | Reduce -66.1% | 0.21% | −0.42 |
| GT Goodyear Tire & Rubber Co. | Reduce -6.3% | 0.94% | −0.41 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.40 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -10.8% | 2.48% | −0.35 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.34 |
| DIS The Walt Disney Co. | Reduce -47.2% | 0.25% | −0.33 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.32 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.30 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.30 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.30 |
| WFC Wells Fargo & Co. | Reduce -87.3% | 0.03% | −0.29 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.29 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.27 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.27 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.27 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.27 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.26 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.26 |
| XLF SS Financial Select Sector | Reduce -78.2% | 0.06% | −0.24 |
| BAC Bank of America Corp. | Reduce -39.5% | 0.25% | −0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -14.0% | 1.18% | −0.22 |
| QCOM Qualcomm Inc. | Reduce -32.3% | 0.15% | −0.15 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.14 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.13 |
| UBER Uber Technologies Inc. | Reduce -5.5% | 0.55% | −0.13 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.3% | 0.32% | −0.08 |
| EWJ iShares MSCI Japan ETF | Reduce -11.9% | 0.73% | −0.08 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.08 |
| HOOD Robinhood Markets Inc. Class A | Reduce -48.1% | 0.04% | −0.08 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.08 |
| RKLB Rocket Lab Corp. | Reduce -45.0% | 0.07% | −0.07 |
| RTX RTX Corp. | Reduce -23.0% | 0.26% | −0.07 |
| GDX Vaneck Gold Miners ETF | Reduce -56.9% | 0.05% | −0.06 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.05 |
| ANET Arista Networks Inc. | Reduce -2.5% | 0.43% | −0.05 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.05 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.05 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.05 |
| THNQ Robo Global Artificial Intel | Sold out | 0.00% | −0.05 |
| TPR Tapestry Inc. | Reduce -21.1% | 0.26% | −0.05 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| AERO Grupo Aeromexico Sab DE CV | New | 1.42% | +1.42 |
| VGLT Vanguard Long-Term Treasury | New | 1.04% | +1.04 |
| MU Micron Technology Inc. | Add +178.2% | 1.21% | +0.84 |
| MUSA Murphy USA Inc. | Add +9.7% | 2.80% | +0.67 |
| TLT iShares 20+ Year Treasury BD | Add +76.5% | 1.38% | +0.58 |
| TPL Texas Pacific Land Corp. | Add +45.4% | 0.96% | +0.55 |
| IESC Ies Holdings Inc. | New | 0.43% | +0.43 |
| WHR Whirlpool Corp. | Add +237.3% | 0.63% | +0.37 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.36% | +0.36 |
| COST Costco Wholesale Corp. | Add +40.7% | 0.95% | +0.35 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +118.8% | 0.38% | +0.33 |
| ORLY O'reilly Automotive Inc. | Add +20.0% | 1.96% | +0.31 |
| MRK Merck & Co. Inc. | Add +632.7% | 0.33% | +0.29 |
| JBL Jabil Inc. | New | 0.28% | +0.28 |
| EQT Eqt Corp. | New | 0.27% | +0.27 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.27% | +0.27 |
| CNP Centerpoint Energy Inc. | New | 0.26% | +0.26 |
| KEYS Keysight Technologies Inc. | New | 0.26% | +0.26 |
| OSG Octave Specialty Group Inc. | New | 0.26% | +0.26 |
| TDY Teledyne Technologies Inc. | New | 0.25% | +0.25 |
| TRV The Travelers Cos Inc. | New | 0.25% | +0.25 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.6% | 1.05% | +0.25 |
| GNRC Generac Holdings Inc. | Add +14.5% | 0.64% | +0.24 |
| PWR Quanta Services Inc. | Add +441.0% | 0.26% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +304.9% | 0.28% | +0.20 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Add +276.0% | 0.28% | +0.19 |
| GLD SPDR Gold Shares | Add +10.5% | 1.11% | +0.17 |
| GEV GE Vernova Inc. | Add +0.4% | 0.64% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +45.1% | 0.38% | +0.14 |
| PYPL PayPal Holdings Inc. | New | 0.14% | +0.14 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +116.6% | 0.24% | +0.13 |
| EMBJ Embraer SA-Spon ADR | Add +206.6% | 0.19% | +0.12 |
| LW Lamb Weston Holdings Inc. | New | 0.12% | +0.12 |
| WDC Western Digital Corp. | Add +15.5% | 0.26% | +0.11 |
| IGV iShares Expanded Tech-Softwa | New | 0.11% | +0.11 |
| MSTR Strategy Inc. | New | 0.11% | +0.11 |
| DELL Dell Technologies -C | Add +18.6% | 0.32% | +0.11 |
| AGG iShares Core U.S. Aggregate | New | 0.10% | +0.10 |
| EEM iShares MSCI Emerging Market | Add +63.3% | 0.25% | +0.10 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +57.0% | 0.28% | +0.10 |
| JBS JBS NV-A | Add +9.3% | 0.37% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +18.7% | 0.87% | +0.09 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +99.3% | 0.19% | +0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.09% | +0.09 |
| BAR Graniteshares Gold Trust | New | 0.09% | +0.09 |
| DBC Invesco DB Commodity Index T | Add +26.7% | 0.20% | +0.08 |
| RWM Proshares Short RUSSELL2000 | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | Add +79.4% | 0.28% | +0.07 |
| VGK Vanguard Ftse Europe ETF | Add +10.4% | 1.11% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.0% | 8.12% | +0.07 |
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 |