SAM Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 48 distinct securities.
The portfolio is diversified across various sectors, with major holdings including equity exchange-traded funds (ETFs) and individual stocks. The top holdings by value include the Vanguard Total Stock Market ETF, the Vanguard Star Fund, and the Invesco QQQ Trust Unit Series 1. Individual stock positions include Microsoft, Apple, Amazon, and Simon Property Group.
The filing also lists positions in companies such as NVIDIA, Johnson & Johnson, Alphabet, Coca-Cola, Meta Platforms, and Chevron. Additionally, the portfolio includes exposure to commodities and bonds through specific ETFs, such as the SPDR Gold Trust and the Vanguard Short-Term Bond ETF.
The report was signed by Will Boyer, an analyst for the firm, and was filed on November 12, 2026.
