Sam Advisors
$366M 13F equity value
50 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sam Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 315,641 | $117M | 31.9% |
| VXUS | VANGUARD STAR FDS | 736,191 | $63M | 17.2% |
| QQQ | INVESCO QQQ TR | 38,541 | $28M | 7.7% |
| VB | VANGUARD INDEX FDS | 74,596 | $23M | 6.2% |
| SPHY | SPDR SERIES TRUST | 746,103 | $17M | 4.8% |
| JPEM | J P MORGAN EXCHANGE TRADED F | 201,299 | $13M | 3.4% |
| IYG | ISHARES TR | 119,266 | $11M | 2.9% |
| PULS | PGIM ETF TR | 168,199 | $8M | 2.3% |
| BKLN | INVESCO EXCH TRADED FD TR II | 330,241 | $7M | 1.8% |
| SJNK | SPDR SERIES TRUST | 265,141 | $7M | 1.8% |
Track Sam Advisors's 13F portfolio: $366M in reported holdings, 50 positions. Top holdings and quarterly changes on SentiSense.
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