Spg Advisors LLC
10 holdingsFiling period: 2026-06-30Current AUM: $5.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 6.8K | $1.6M | $1.7M | 29.83% | -3,784 | 2026-06-30 |
| 2 | IBM | International Business Machs | 2.7K | $752K | $678K | 11.91% | -- | 2026-06-30 |
| 3 | AAPL | Apple Inc | 2.4K | $689K | $819K | 14.39% | -79 | 2026-06-30 |
| 4 | COST | Costco Wholesale Corporation | 527 | $493K | $530K | 9.31% | -10 | 2026-06-30 |
| 5 | SGOV | iShares TR | 4.8K | $485K | $485K | 8.52% | -694 | 2026-06-30 |
| 6 | VTI | Vanguard Index Fds | 1.1K | $388K | $394K | 6.92% | +1 | 2026-06-30 |
| 7 | BRK-B | Berkshire Hathaway Inc Del | 681 | $340K | $340K | 5.97% | -9 | 2026-06-30 |
| 8 | BIL | Spdr Series Trust | 3.5K | $323K | $323K | 5.67% | -528 | 2026-06-30 |
| 9 | BA | Boeing Co | 1.0K | $226K | $197K | 3.45% | -- | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 301 | $224K | $230K | 4.03% | -- | 2026-06-30 |
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