13F Insight
DOSSIER · 13F-HR · Q2 2026

SAM Advisors, LLC

$366M in tracked AUM across 49 positions as of Q2 2026.

SA
CIK 0001600944 · last filed Jun 30, 2026
Total AUM
$366M
as of Q2 2026
Holdings
49
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SAM Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$117M316K31.9%02
VXUS
VANGUARD STAR FDS
$63M736K17.2%03
QQQ
INVESCO QQQ TR
$28M39K7.7%04
VB
VANGUARD INDEX FDS
$23M75K6.2%05
SPHY
SPDR SERIES TRUST
$17M746K4.8%06
JPEM
J P MORGAN EXCHANGE TRADED F
$13M201K3.4%07
IYG
ISHARES TR
$11M119K2.9%08
PULS
PGIM ETF TR
$8M168K2.3%09
BKLN
INVESCO EXCH TRADED FD TR II
$7M330K1.8%10
SJNK
SPDR SERIES TRUST
$7M265K1.8%

Filing history

2026Q2Jun 30
$366M▲ 14.8%
49 positionsView →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 positionsLocked
Showing 12 of 20