13F Insight
DOSSIER · 13F-HR · Q1 2026

SAM Advisors, LLC

$319M in tracked AUM across 47 positions as of Q1 2026.

SA
CIK 0001600944 · last filed Mar 31, 2026
Total AUM
$319M
as of Q1 2026
Holdings
47
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SAM 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
VTI
VANGUARD INDEX FDS
$99M310K31.2%02
VXUS
VANGUARD STAR FDS
$56M724K17.5%03
QQQ
INVESCO QQQ TR
$22M38K6.9%04
VB
VANGUARD INDEX FDS
$19M74K6.0%05
SPHY
SPDR SERIES TRUST
$17M715K5.2%06
JPEM
J P MORGAN EXCHANGE TRADED F
$12M197K3.8%07
IYG
ISHARES TR
$10M116K3.0%08
BKLN
INVESCO EXCH TRADED FD TR II
$6M316K2.0%09
SJNK
SPDR SERIES TRUST
$6M255K2.0%10
PULS
PGIM ETF TR
$6M124K1.9%

Filing history

2026Q1Mar 31
$319M▲ 0.9%
47 positionsView →2025Q4Dec 31
$316M▲ 1.9%
44 positionsView →2025Q3Sep 30
$310M▲ 7.3%
41 positionsView →2025Q2Jun 30
$289M▲ 8.3%
42 positionsLocked2025Q1Mar 31
$267M▼ 3.5%
40 positionsLocked2024Q4Dec 31
$277M▲ 1.5%
40 positionsLocked2024Q3Sep 30
$272M▼ 1.4%
41 positionsLocked2024Q2Jun 30
$276M▲ 0.6%
37 positionsLocked2024Q1Mar 31
$274M▲ 8.2%
37 positionsLocked2023Q4Dec 31
$254M▲ 10.1%
35 positionsLocked2023Q3Sep 30
$230M▼ 4.2%
37 positionsLocked2023Q2Jun 30
$241M▲ 7.9%
37 positionsLocked
Showing 12 of 19