DOSSIER · 13F-HR · Q2 2026

SGL Investment Advisors, Inc.

$290M in tracked AUM across 131 positions as of Q2 2026.

SI
CIK 0002043186 · last filed Jun 30, 2026
Total AUM
$290M
as of Q2 2026
Holdings
131
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SGL Investment Advisors, Inc. 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
MSFT
MICROSOFT CORP
$13M25K4.3%
02
AAPL
APPLE INC
$12M38K4.0%
03
IVW
ISHARES TR
$12M82K4.0%
04
SCHF
SCHWAB STRATEGIC TR
$12M414K4.0%
05
NVDA
NVIDIA CORPORATION
$9M40K3.0%
06
PANW
PALO ALTO NETWORKS INC
$8M21K2.8%
07
JPM
JPMORGAN CHASE & CO
$8M22K2.7%
08
JNJ
JOHNSON & JOHNSON
$8M29K2.7%
09
SPY
STATE STR SPDR S&P 500 ETF T
$7M9K2.5%
10
CVX
CHEVRON CORPORATION
$7M36K2.4%

Filing history

2026Q2Jun 30
$290M 8.8%
131 positionsView →
2026Q1Mar 31
$266M 6.6%
126 positionsView →
2025Q4Dec 31
$250M 4.2%
126 positionsView →
2025Q3Sep 30
$240M 14.2%
126 positionsView →
2025Q2Jun 30
$210M 8.5%
120 positionsLocked
2025Q1Mar 31
$194M 2.4%
116 positionsLocked
2024Q4Dec 31
$198M 1.8%
114 positionsLocked
2024Q3Sep 30
$195M
106 positionsLocked