SPG Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), SPG Advisors LLC reported 11 stock positions worth $8.7 million. Its top holding was Amazon.com (AMZN) at 27.1% of the portfolio, followed by Microsoft (MSFT, 23.0%) and Tesla (TSLA, 11.7%). Compared with Q2 2025, it sold out of 1, added to 3 and reduced 5. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +24%) and the biggest sale an exit from Kinder Morgan (KMI).
- Most Recent 13F
- Q2 2026
- Location
- KIRKLAND, WA
- CIK
- 0001843253
- Portfolio Value
- $8.7M (Q3 2025)
- SEC Filing
- 0001214659-25-016699 ↗ filed Nov 14, 2025
Holdings Value
Holdings 11 stocks · $8.7M
| AMZN Amazon.com Inc. | 27.10% | 10,725 | $2.4M | Reduce -0.3% |
| MSFT Microsoft Corp. | 22.99% | 3,858 | $2.0M | Add +0.2% |
| TSLA Tesla Inc. | 11.70% | 2,286 | $1.0M | Reduce -1.2% |
| AAPL Apple Inc. | 7.28% | 2,483 | $632K | Reduce -0.1% |
| SGOV iShares 0-3 Month Treasury B | 6.27% | 5,408 | $545K | Add +24.4% |
| COST Costco Wholesale Corp. | 6.26% | 588 | $544K | Reduce -2.3% |
| VTI VG Morningstar TS MKT ETF-US | 4.36% | 1,155 | $379K | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.10% | 709 | $356K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.98% | 3,770 | $346K | Reduce -11.0% |
| EFX Equifax Inc. | 3.35% | 1,135 | $291K | No change |
| BA The Boeing Co. | 2.62% | 1,053 | $227K | No change |