13F Filings History of E&G Advisors, LP

Portfolio snapshot 4 facts
Form 13F summary
  • E&G Advisors, LP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • E&G Advisors, LP reported 236 equity holdings with a total reported market value of $449,241,082 for Q1 2026. Top reported holdings included IWF, VIG, SPY, QQQ, and GLD.
Manager identity 2 facts
Signature and title
Adam G. Gracely - CCO
Location
Houston, TX

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$449,241,082
Quarter delta
+$2,066,352
Accepted
21 Apr 2026, 12:02
Rows shown
1-25 of 50
Quarter Holdings Reported value Bought Sold Net Top Holdings Form Type Filing Time
Q1 2026 236 $449,241,082 +$17,318,217 -$7,749,388 +$9,568,829 IWF, VIG, SPY, QQQ, GLD 13F-HR 21 Apr 2026, 12:02
Q4 2025 231 $447,174,730 +$13,924,167 -$7,057,704 +$6,866,463 IWF, VIG, SPY, QQQ, GLD 13F-HR 23 Jan 2026, 12:54
Q3 2025 227 $429,644,423 +$14,765,207 -$4,055,022 +$10,710,185 IWF, VIG, SPY, QQQ, VTV 13F-HR 20 Oct 2025, 18:39
Q2 2025 210 $385,688,196 +$6,533,068 -$9,211,123 -$2,678,055 IWF, VIG, SPY, QQQ, VTV 13F-HR 14 Jul 2025, 17:16
Q1 2025 207 $354,372,794 +$6,405,028 -$8,288,139 -$1,883,111 VIG, IWF, SPY, QQQ, VTV 13F-HR 23 Apr 2025, 11:36
Q4 2024 216 $368,411,820 +$15,064,342 -$12,115,897 +$2,948,445 IWF, VIG, SPY, QQQ, VTV 13F-HR 24 Jan 2025, 17:03
Q3 2024 217 $361,297,705 +$12,979,719 -$4,760,461 +$8,219,258 VIG, IWF, SPY, QQQ, VTV 13F-HR 18 Oct 2024, 16:29
Q2 2024 207 $340,083,850 +$21,570,632 -$4,247,596 +$17,323,036 IWF, VIG, QQQ, SPY, VTV 13F-HR 18 Jul 2024, 12:44
Q1 2024 201 $318,628,125 +$14,762,269 -$4,281,678 +$10,480,591 VIG, IWF, VTV, SPY, QQQ 13F-HR 19 Apr 2024, 11:29
Q4 2023 194 $282,171,254 +$6,274,486 -$23,292,943 -$17,018,457 VIG, IWF, VTV, SPY, GOOGL 13F-HR 25 Jan 2024, 17:14
Q3 2023 193 $273,485,043 +$4,055,635 -$9,208,470 -$5,152,835 VIG, IWF, VTV, SPY, GOOGL 13F-HR 25 Oct 2023, 12:59
Q2 2023 198 $285,923,933 +$4,432,017 -$4,490,425 -$58,408 VIG, IWF, VTV, SPY, GOOGL 13F-HR 21 Jul 2023, 10:46
Q1 2023 195 $269,884,580 +$5,211,012 -$13,454,513 -$8,243,501 VIG, IWF, VTV, SPY, GOOGL Restatement 20 Jul 2023, 16:15
Q4 2022 198 $266,057,629 +$8,118,838 -$32,223,869 -$24,105,031 VIG, IWF, VTV, SPY, AGG 13F-HR 13 Jan 2023, 16:07
Q3 2022 199 $271,078,000 +$11,031,493 -$11,682,911 -$651,418 VIG, IWF, AGG, VTV, SPY 13F-HR 11 Oct 2022, 11:43
Q2 2022 202 $295,585,000 +$10,409,000 -$24,835,662 -$14,426,662 VIG, IWF, AGG, VTV, SPY 13F-HR 06 Jul 2022, 16:39
Q1 2022 213 $366,174,000 +$7,366,495 -$23,231,527 -$15,865,032 IWF, VIG, AGG, VTV, SPY 13F-HR 12 Apr 2022, 10:55
Q4 2021 216 $400,928,000 +$11,709,475 -$5,626,061 +$6,083,414 IWF, VIG, AGG, VTV, SPY 13F-HR 13 Jan 2022, 16:16
Q3 2021 206 $368,819,000 +$368,819,000 $0 +$368,819,000 IWF, VIG, AGG, SPY, TLT 13F-HR 19 Oct 2021, 17:39
Q2 2021 0 $0 $0 -$341,245,000 -$341,245,000 13F-HR 12 Jul 2021, 12:21
Q1 2021 199 $341,245,000 +$12,458,379 -$7,444,657 +$5,013,722 VIG, IWF, AGG, SPAB, TLT 13F-HR 12 Apr 2021, 12:47
Q4 2020 192 $323,567,000 +$11,211,094 -$4,115,498 +$7,095,596 VIG, IWF, AGG, TLT, SPAB 13F-HR 26 Jan 2021, 15:42
Q3 2020 180 $289,999,000 +$24,241,839 -$4,255,734 +$19,986,105 VIG, IWF, AGG, TLT, SPAB 13F-HR 13 Oct 2020, 11:34
Q2 2020 174 $258,752,000 +$27,369,641 -$2,923,618 +$24,446,023 VIG, IWF, AGG, TLT, SPAB 13F-HR 07 Jul 2020, 16:32
Q1 2020 167 $202,576,000 +$6,191,595 -$25,459,124 -$19,267,529 VIG, IWF, AGG, TLT, SPAB 13F-HR 07 Apr 2020, 17:59
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