Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SAM Advisors, LLC (CIK 1600944) reported $319.0M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($99.4M, 31.17%), VXUS ($55.9M, 17.51%), QQQ ($22.1M, 6.92%), VB ($19.3M, 6.04%), SPHY ($16.7M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $99.4M | 31.17% | 309,975 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $55.9M | 17.51% | 724,431 | Added |
| 3 | QQQ | INVESCO QQQ TR | $22.1M | 6.92% | 38,267 | Added |
| 4 | VB | VANGUARD INDEX FDS | $19.3M | 6.04% | 73,572 | Added |
| 5 | SPHY | SPDR SERIES TRUST | $16.7M | 5.22% | 714,646 | Added |
| 6 | JPEM | J P MORGAN EXCHANGE TRADED F | $12.3M | 3.84% | 197,195 | Added |
| 7 | IYG | ISHARES TR | $9.6M | 3.01% | 115,906 | Added |
| 8 | BKLN | INVESCO EXCH TRADED FD TR II | $6.5M | 2.02% | 316,032 | Added |
| 9 | SJNK | SPDR SERIES TRUST | $6.4M | 1.99% | 254,646 | Added |
| 10 | PULS | PGIM ETF TR | $6.1M | 1.92% | 123,859 | Added |
| 11 | AAPL | APPLE INC | $5.3M | 1.67% | 21,013 | Added |
| 12 | MSFT | MICROSOFT CORP | $4.9M | 1.53% | 13,170 | Added |
| 13 | EXG | EATON VANCE TAX-MANAGED GLOB | $4.5M | 1.42% | 522,543 | Added |
| 14 | SCHW | SCHWAB CHARLES CORP | $4.2M | 1.32% | 44,671 | Added |
| 15 | AMZN | AMAZON COM INC | $4.1M | 1.30% | 19,878 | Added |
| 16 | SPG | SIMON PPTY GROUP INC NEW | $4.1M | 1.29% | 22,016 | Added |
| 17 | KRE | SPDR SERIES TRUST | $4.1M | 1.28% | 62,863 | Added |
| 18 | UBER | UBER TECHNOLOGIES INC | $3.7M | 1.15% | 51,189 | Added |
| 19 | AMLP | ALPS ETF TR | $3.5M | 1.09% | 66,159 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.8M | 0.89% | 16,263 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $2.8M | 0.88% | 11,473 | Trimmed |
| 22 | XOVR | ENTREPRENEURSHARES SERIES TR | $2.8M | 0.86% | 162,870 | New |
| 23 | EVSD | MORGAN STANLEY ETF TRUST | $2.0M | 0.63% | 39,714 | New |
| 24 | GOOG | ALPHABET INC | $1.8M | 0.55% | 6,136 | Added |
| 25 | KVUE | KENVUE INC | $1.4M | 0.42% | 78,412 | Added |
Source: SEC Form 13F filings · as of 2026-03-31