Universe · entity
SPG ADVISORS LLC
Institutional manager (13F) · CIK 1843253
13F holdings · as of 2026-03-31 · top 10 · reported portfolio $7M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $2M | 10,603 |
| 2 | MICROSOFT CORP | $1M | 3,823 |
| 3 | APPLE INC | $624k | 2,461 |
| 4 | ISHARES TR | $555k | 5,517 |
| 5 | COSTCO WHOLESALE CORPORATION | $535k | 537 |
| 6 | SPDR SERIES TRUST | $372k | 4,059 |
| 7 | VANGUARD INDEX FDS | $337k | 1,049 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $331k | 690 |
| 9 | BOEING CO | $209k | 1,048 |
| 10 | EQUIFAX INC | $204k | 1,135 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.