13F Filings History of SPG ADVISORS LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$9,727,227
Signature - Title
Jeffrey Smith - Chief Compliance Officer
Location
Kirkland, WA
Summary
This page shows a list of all the recent 13F filings made by SPG ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SPG ADVISORS LLC reported 12 stock holdings with total value $9,727,227 as of Q4 2025. Top holdings included AMZN, MSFT, TSLA, SGOV, and IBM.

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Holdings Value

List of Other Managers Reporting for SPG ADVISORS LLC:

Name Holdings Value Location File Number
Synergy Asset Management, LLC $961,550,391 Vancouver, WA 028-20757
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 12 $9,727,227 +$1,391,006 -$365,759 +$1,025,247 AMZN, MSFT, TSLA, SGOV, IBM 13F-HR 13 Feb 2026, 09:24
Q3 2025 11 $8,690,878 +$122,522 -$277,446 -$154,924 AMZN, MSFT, TSLA, AAPL, SGOV 13F-HR 14 Nov 2025, 16:26
Q2 2025 12 $8,343,943 $0 $0 $0 AMZN, MSFT, TSLA, COST, AAPL 13F-HR 18 Aug 2025, 11:14