SPG Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), SPG Advisors LLC reported 10 stock positions worth $6.6 million. Its top holding was Amazon.com (AMZN) at 33.6% of the portfolio, followed by Microsoft (MSFT, 18.1%) and Apple (AAPL, 9.5%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 2 and reduced 7. The biggest buy was a new position in Equifax (EFX) and the biggest sale an exit from Tesla (TSLA).
- Most Recent 13F
- Q2 2026
- Location
- KIRKLAND, WA
- CIK
- 0001843253
- Portfolio Value
- $6.6M (Q1 2026)
- SEC Filing
- 0001214659-26-006141 ↗ filed May 14, 2026
Holdings Value
Holdings 10 stocks · $6.6M
| AMZN Amazon.com Inc. | 33.63% | 10,603 | $2.2M | Reduce -1.1% |
| MSFT Microsoft Corp. | 18.13% | 3,823 | $1.2M | Reduce -0.5% |
| AAPL Apple Inc. | 9.51% | 2,461 | $624K | Reduce -0.3% |
| SGOV iShares 0-3 Month Treasury B | 8.46% | 5,517 | $555K | Reduce -39.8% |
| COST Costco Wholesale Corp. | 8.16% | 537 | $535K | Reduce -1.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.67% | 4,059 | $372K | Add +3.6% |
| VTI VG Morningstar TS MKT ETF-US | 5.13% | 1,049 | $337K | Reduce -6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.04% | 690 | $331K | Add +1.2% |
| BA The Boeing Co. | 3.18% | 1,048 | $209K | Reduce -0.5% |
| EFX Equifax Inc. | 3.11% | 1,135 | $204K | New |
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Sold out | 0.00% | −10.63 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −8.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −2.08 |
| SGOV iShares 0-3 Month Treasury B | Reduce -39.8% | 8.46% | −0.99 |
| MSFT Microsoft Corp. | Reduce -0.5% | 18.13% | −0.97 |
| BA The Boeing Co. | Reduce -0.5% | 3.18% | +0.83 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.1% | 5.13% | +1.28 |
| AAPL Apple Inc. | Reduce -0.3% | 9.51% | +2.61 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 8.16% | +3.31 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 33.63% | +8.19 |