Institutional Manager · CIK 0001843253
SPG ADVISORS LLC
KIRKLAND, WA · File #028-25754
Latest AUM
$9.7M
Positions
12
Top-10 Concentration
95.6%
Filings
3
Sector Allocation
Filing History
View all filings →Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 10,721 | $2.5M | 25.44% |
| 2 | MICROSOFT CORP | MSFT | 3,841 | $1.9M | 19.10% |
| 3 | TESLA INC | TSLA | 2,299 | $1.0M | 10.63% |
| 4 | ISHARES TR | 46436E718 | 9,159 | $919,427 | 9.45% |
| 5 | INTERNATIONAL BUSINESS | INTR | 2,676 | $792,658 | 8.15% |
| 6 | APPLE INC | AAPL | 2,469 | $671,346 | 6.90% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 547 | $471,405 | 4.85% |
| 8 | VANGUARD INDEX FDS | 922908769 | 1,117 | $374,497 | 3.85% |
| 9 | SPDR SERIES TRUST | 78468R663 | 3,916 | $357,812 | 3.68% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 682 | $342,807 | 3.52% |
| 11 | BOEING CO | BA-PA | 1,053 | $228,627 | 2.35% |
| 12 | SPDR S&P 500 ETF TR | SPY | 297 | $202,618 | 2.08% |