DOSSIER · 13F-HR · Q1 2026

DSG Capital Advisors, LLC

DSG's asset manager based in Greenwich, CT $625M in tracked AUM across 123 positions as of Q1 2026.

D
DSG·Greenwich, CT·Asset Manager
CIK 0002060765 · last filed Mar 31, 2026
Total AUM
$625M
16.9%
vs prior
Holdings
123
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Financials
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DSG Capital Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$44M175K7.1%
02
AVGO
BROADCOM INC
$33M107K5.3%
03
LLY
ELI LILLY & CO
$31M34K5.0%
04
GOOGL
ALPHABET INC
$31M108K5.0%
05
MSFT
MICROSOFT CORP
$30M82K4.8%
06
IEF
ISHARES TR
$24M255K3.9%
07
NVDA
NVIDIA CORPORATION
$21M121K3.4%
08
JPM
JPMORGAN CHASE & CO
$21M71K3.4%
09
AGG
ISHARES TR
$20M202K3.2%
10
GS
GOLDMAN SACHS GROUP INC
$19M23K3.1%

Filing history

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