SPG Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 18, 2025), SPG Advisors LLC reported 12 stock positions worth $8.3 million. Its top holding was Amazon.com (AMZN) at 28.3% of the portfolio, followed by Microsoft (MSFT, 23.0%) and Tesla (TSLA, 8.8%).
- Most Recent 13F
- Q2 2026
- Location
- KIRKLAND, WA
- CIK
- 0001843253
- Portfolio Value
- $8.3M (Q2 2025)
- SEC Filing
- 0001214659-25-012381 ↗ filed Aug 18, 2025
Holdings Value
Holdings 12 stocks · $8.3M
| AMZN Amazon.com Inc. | 28.29% | 10,761 | $2.4M | — |
| MSFT Microsoft Corp. | 22.96% | 3,852 | $1.9M | — |
| TSLA Tesla Inc. | 8.81% | 2,314 | $735K | — |
| COST Costco Wholesale Corp. | 7.15% | 602 | $596K | — |
| AAPL Apple Inc. | 6.11% | 2,485 | $510K | — |
| SGOV iShares 0-3 Month Treasury B | 5.25% | 4,346 | $438K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.66% | 4,236 | $389K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 4.12% | 709 | $344K | — |
| VTI VG Morningstar TS MKT ETF-US | 4.07% | 1,117 | $339K | — |
| EFX Equifax Inc. | 3.53% | 1,135 | $294K | — |
| BA The Boeing Co. | 2.64% | 1,053 | $221K | — |
| KMI Kinder Morgan Inc. | 2.41% | 6,832 | $201K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.