account_balance

Investment manager · 13F filer · SEC CIK 1600944

SAM Advisors, LLC

Reported value$372Mas of Sep 30, 2026
Positions48 0 new, 1 sold out
Top 10 weight79.7%VTI alone is 32%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 31.8% Held
VXUS Vanguard Star FDS 16.9% Held
QQQ Invesco QQQ Tr 7.7% Held
VB Vanguard Index FDS 5.7% Held
SPHY SPDR Series Trust 4.6% Added +2%
JPEM J P Morgan Exchange Traded F 3.5% Held
IYG iShares Tr 2.9% Held
PULS Pgim ETF Tr 2.8% Added +27%
MSFT Microsoft Corp 1.9% HeldAAPL Apple Inc. 1.9% Held
BKLN Invesco Exch Traded Fd Tr II 1.9% Added +2%
SJNK SPDR Series Trust 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • PULS +27%
  • BSV +12%
  • JAAA +8%
  • XOVR +5%
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist