account_balance

Investment manager · 13F filer · SEC CIK 1843253

SPG Advisors LLC

Reported value$7.77Mas of Sep 30, 2026
Positions11 2 new, 1 sold out
Top 10 weight97.0%MSFT alone is 25%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 11 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 11 as a list
MSFT Microsoft Corp 25.1% NewAMZN Amazon.com Inc 22.0% HeldAAPL Apple Inc. 10.4% Added +2%IBM International Business Machines Corp 7.6% Held
VTI Vanguard Index FDS 6.6% Added +31%
COST Costco Wholesale Corp 6.2% Held
SGOV iShares Tr 5.7% Trimmed −9%
VUG Vanguard Index FDS 4.8% New
BIL SPDR Series Trust 4.3% Added +4%
BRK-B Berkshire Hathaway Inc 4.3% Trimmed −2%SPY SPDR S&P 500 ETF Trust 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • MSFT $1.95M
  • VUG $377K
arrow_upwardAdded
  • VTI +31%
  • BIL +4%
  • AAPL +2%
arrow_downwardTrimmed
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