IPG Investment Advisors LLC

SAN DIEGO, CA · CIK 1602237 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2010 · limited liability company

Assets managed$4.1bn
Staff39 · 38 in investment roles
Main clients (by assets)Companies 53%, High net worth individuals 31%, Private funds 16%
Private funds1 · $20.7m gross assets
Form ADV · 2026-03-25SEC adviser record

Legal entityIPG INVESTMENT ADVISORS, LLC (US)

Kindinstitutions, futures
Others nearbySan Diego, CA, Miami, FL, La Jolla, CA, Tucson, AZ, Saltillo

As an employer

Offices in2 countries
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
San Diego, CA (main office)United States	United States	about 23
Miami, FLUnited States	United States	7
La Jolla, CAUnited States	United States	2
Tucson, AZUnited States	United States	2
Hermosillo-SonoraMexico	Mexico	1
Mazatlan - SinaloaMexico	Mexico	1
SaltilloMexico	Mexico	1
Saltillo - CoahuilaMexico	Mexico	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$695.9m reported value +19.5% vs Q1 2026

268positions

34.5%in top 10

66 new 76 added 71 reduced 40 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	72,944	$54.5m7.83%	7.83%	Added +419	+419 0.6%
2	NVIDIA CORPORATION COM NVDA	NVDA	190,351	$38.1m5.47%	5.47%	Reduced -7.8k	-7,847 -4.0%
3	AMAZON COM INC COM AMZN	AMZN	98,914	$23.6m3.39%	3.39%	Reduced -4.0k	-4,045 -3.9%
4	APPLE INC COM AAPL	AAPL	78,040	$22.6m3.25%	3.25%	Added +6.9k	+6,854 9.6%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	57,503	$20.5m2.95%	2.95%	Reduced -1.6k	-1,569 -2.7%
6	MICRON TECHNOLOGY INC COM MU	MU	15,989	$18.5m2.65%	2.65%	Reduced -4.9k	-4,882 -23.4%
7	ISHARES TR SHORT TREAS BD SHV	SHV	154,873	$17.1m2.46%	2.46%	Added +24.2k	+24,245 18.6%
8	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	75,763	$16.1m2.32%	2.32%	Added +2.6k	+2,574 3.5%
9	PROGRESSIVE CORP COM PGR	PGR	71,253	$15.6m2.24%	2.24%	Reduced -775	-775 -1.1%
10	MICROSOFT CORP COM MSFT	MSFT	36,400	$13.6m1.95%	1.95%	Reduced -1.1k	-1,080 -2.9%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	17,712	$13.0m1.87%	1.87%	Reduced -1.2k	-1,190 -6.3%
12	MURPHY USA INC COM MUSA	MUSA	22,422	$12.1m1.74%	1.74%	Reduced -10.6k	-10,630 -32.2%
13	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	120,960	$11.1m1.60%	1.60%	Reduced -2.6k	-2,604 -2.1%
14	GRUPO AEROMEXICO SAB DE CV SPONSORED ADS AERO	AERO	591,657	$10.6m1.53%	1.53%	Unchanged
15	ISHARES TR 7-10 YR TRSY BD IEF	IEF	108,690	$10.3m1.48%	1.48%	Added +41.3k	+41,266 61.2%
16	ISHARES TR IBOXX INV CP ETF LQD	LQD	87,660	$9.6m1.37%	1.37%	Added +74.9k	+74,851 584.4%
17	META PLATFORMS INC CL A META	META	16,944	$9.5m1.37%	1.37%	Added +2.2k	+2,166 14.7%
18	VANGUARD INDEX FDS VALUE ETF VTV	VTV	39,608	$8.6m1.24%	1.24%	Added +320	+320 0.8%
19	PALO ALTO NETWORKS INC COM PANW	PANW	25,161	$8.6m1.23%	1.23%	Added +5.3k	+5,264 26.5%
20	ISHARES TR 20 YR TR BD ETF TLT	TLT	94,381	$8.2m1.17%	1.17%	Added +1.8k	+1,761 1.9%
21	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	103,413	$8.1m1.17%	1.17%	Added +1.6k	+1,574 1.6%
22	HEICO CORP NEW CL A HEI.A	HEI.A	30,489	$7.9m1.13%	1.13%	Reduced -3.1k	-3,052 -9.1%
23	BROADCOM INC COM AVGO	AVGO	20,290	$7.7m1.10%	1.10%	Reduced -858	-858 -4.1%
24	JACK IN THE BOX INC COM JACK	JACK	469,300	$7.4m1.07%	1.07%	Reduced -67.0k	-66,996 -12.5%
25	GOLDMAN SACHS GROUP INC COM GS	GS	7,250	$7.3m1.05%	1.05%	Added +1.3k	+1,272 21.3%
26	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	78,486	$6.9m1.00%	1.00%	Reduced -106	-106 -0.1%
27	GE VERNOVA INC COM GEV	GEV	5,889	$6.9m0.99%	0.99%	Added +1.6k	+1,614 37.8%
28	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	109,165	$6.0m0.87%	0.87%	Unchanged
29	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	119,283	$6.0m0.86%	0.86%	Added +87.0k	+87,026 269.8%
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,497	$5.8m0.84%	0.84%	Added +483	+483 6.0%
31	TESLA INC COM TSLA	TSLA	13,784	$5.8m0.83%	0.83%	Reduced -3.1k	-3,140 -18.6%
32	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,909	$5.8m0.83%	0.83%	Reduced -1.7k	-1,720 -37.2%
33	O-I GLASS INC COM OI	OI	548,063	$5.3m0.76%	0.76%	Added +24.7k	+24,705 4.7%
34	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	52,475	$4.9m0.70%	0.70%	Added +1.9k	+1,930 3.8%
35	SPDR GOLD TR GOLD SHS GLD	GLD	13,238	$4.9m0.70%	0.70%	Reduced -1.8k	-1,838 -12.2%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,450	$4.7m0.68%	0.68%	Added +232	+232 2.5%
37	ADVANCED MICRO DEVICES INC COM AMD	AMD	8,126	$4.7m0.68%	0.68%	Reduced -1.2k	-1,240 -13.2%
38	JPMORGAN CHASE & CO COM JPM	JPM	14,009	$4.6m0.66%	0.66%	Unchanged
39	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	49,567	$4.5m0.65%	0.65%	Reduced -25.6k	-25,580 -34.0%
40	GOODYEAR TIRE & RUBR CO COM GT	GT	651,295	$4.3m0.62%	0.62%	Reduced -177.4k	-177,430 -21.4%
41	WALMART INC COM WMT	WMT	34,919	$4.0m0.57%	0.57%	Reduced -13.5k	-13,508 -27.9%
42	WHIRLPOOL CORP COM WHR	WHR	98,935	$3.9m0.56%	0.56%	Added +31.2k	+31,200 46.1%
43	KLA CORP COM NEW KLAC	KLAC	12,770	$3.9m0.55%	0.55%	New
44	COSTCO WHSL CORP NEW COM COST	COST	3,975	$3.7m0.53%	0.53%	Reduced -1.6k	-1,574 -28.4%
45	UBER TECHNOLOGIES INC COM UBER	UBER	51,434	$3.7m0.53%	0.53%	Added +6.6k	+6,568 14.6%
46	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	8,130	$3.6m0.51%	0.51%	Reduced -3.7k	-3,689 -31.2%
47	MASTERCARD INCORPORATED CL A MA	MA	6,925	$3.6m0.51%	0.51%	Reduced -40	-40 -0.6%
48	ALPHABET INC CAP STK CL C GOOG	GOOG	10,047	$3.5m0.51%	0.51%	Added +3.1k	+3,051 43.6%
49	COHERENT CORP COM COHR	COHR	8,900	$3.5m0.50%	0.50%	New
50	IES HOLDINGS INC COM IESC	IESC	4,766	$3.5m0.50%	0.50%	Reduced -462	-462 -8.8%
51	MORGAN STANLEY COM NEW MS	MS	16,099	$3.4m0.48%	0.48%	Reduced -7	-7 -0.0%
52	LAM RESEARCH CORP COM NEW LRCX	LRCX	7,567	$3.3m0.47%	0.47%	Added +163	+163 2.2%
53	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	35,902	$3.1m0.44%	0.44%	Reduced -32	-32 -0.1%
54	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	11,318	$3.1m0.44%	0.44%	New
55	ISHARES TR CORE S&P500 ETF IVV	IVV	3,938	$2.9m0.42%	0.42%	Added +1.5k	+1,480 60.2%
56	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	72,906	$2.9m0.42%	0.42%	Added +1.8k	+1,750 2.5%
57	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,996	$2.9m0.41%	0.41%	Reduced -560	-560 -8.5%
58	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	33,472	$2.8m0.40%	0.40%	Unchanged
59	SANDISK CORP COM SNDK	SNDK	1,221	$2.8m0.40%	0.40%	New
60	WESTERN DIGITAL CORP COM WDC	WDC	4,292	$2.7m0.39%	0.39%	Reduced -1.4k	-1,360 -24.1%
61	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	79,512	$2.6m0.38%	0.38%	Added +4.9k	+4,949 6.6%
62	ELI LILLY & CO COM LLY	LLY	2,122	$2.5m0.37%	0.37%	New
63	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	48,962	$2.5m0.36%	0.36%	Added +13.7k	+13,702 38.9%
64	VISTRA CORP COM VST	VST	15,500	$2.5m0.35%	0.35%	Added +1.1k	+1,123 7.8%
65	JBS N.V. CL A SHS JBS	JBS	206,900	$2.5m0.35%	0.35%	Added +86.1k	+86,100 71.3%
66	AMPHENOL CORP CL A APH	APH	13,793	$2.4m0.35%	0.35%	New
67	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	20,460	$2.4m0.34%	0.34%	Added +17.4k	+17,423 573.7%
68	MARVELL TECHNOLOGY INC COM MRVL	MRVL	8,016	$2.4m0.34%	0.34%	Added +5.3k	+5,301 195.2%
69	HOME DEPOT INC COM HD	HD	6,737	$2.4m0.34%	0.34%	Reduced -900	-900 -11.8%
70	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	8,240	$2.4m0.34%	0.34%	New
71	ROCKWELL AUTOMATION INC COM ROK	ROK	4,750	$2.4m0.34%	0.34%	New
72	DELL TECHNOLOGIES INC CL C DELL	DELL	5,395	$2.3m0.33%	0.33%	Reduced -5.9k	-5,905 -52.3%
73	GENERAC HLDGS INC COM GNRC	GNRC	7,802	$2.3m0.33%	0.33%	Reduced -11.3k	-11,276 -59.1%
74	BANK NEW YORK MELLON CORP COM BNY	BNY	15,113	$2.2m0.31%	0.31%	Added +597	+597 4.1%
75	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	4,339	$2.2m0.31%	0.31%	Added +836	+836 23.9%
76	SALESFORCE INC COM CRM	CRM	13,059	$2.1m0.29%	0.29%	Reduced -2.0k	-2,025 -13.4%
77	STATE STR CORP COM STT	STT	11,952	$2.0m0.29%	0.29%	New
78	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	27,358	$2.0m0.29%	0.29%	New
79	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	11,561	$2.0m0.28%	0.28%	New
80	CELESTICA INC COM CLS	CLS	5,360	$2.0m0.28%	0.28%	Added +4.4k	+4,385 449.7%
81	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,461	$1.9m0.28%	0.28%	Added +477	+477 8.0%
82	DAVITA INC COM DVA	DVA	8,712	$1.9m0.28%	0.28%	New
83	ANALOG DEVICES INC COM ADI	ADI	4,840	$1.9m0.28%	0.28%	New
84	METLIFE INC COM MET	MET	22,623	$1.9m0.28%	0.28%	New
85	SIMON PPTY GROUP INC NEW COM SPG	SPG	8,509	$1.9m0.27%	0.27%	New
86	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	5,068	$1.9m0.27%	0.27%	New
87	AMBAC FINL GROUP INC COM NEW OSG	OSG	303,930	$1.9m0.27%	0.27%	Reduced -21.7k	-21,686 -6.7%
88	WELLTOWER INC COM WELL	WELL	8,302	$1.9m0.27%	0.27%	New
89	MATCH GROUP INC NEW COM MTCH	MTCH	49,437	$1.9m0.27%	0.27%	New
90	MONSTER BEVERAGE CORP NEW COM MNST	MNST	19,554	$1.9m0.27%	0.27%	New
91	EBAY INC. COM EBAY	EBAY	16,815	$1.9m0.27%	0.27%	Added +14.2k	+14,225 549.2%
92	EDISON INTL COM EIX	EIX	25,060	$1.9m0.27%	0.27%	New
93	COMFORT SYS USA INC COM FIX	FIX	925	$1.8m0.26%	0.26%	New
94	WABTEC COM WAB	WAB	6,740	$1.8m0.26%	0.26%	New
95	MERCADOLIBRE INC COM MELI	MELI	1,055	$1.8m0.26%	0.26%	Added +766	+766 265.1%
96	TJX COS INC NEW COM TJX	TJX	11,800	$1.8m0.26%	0.26%	Added +1.5k	+1,508 14.7%
97	ISHARES TR MSCI EMG MKT ETF EEM	EEM	25,225	$1.7m0.25%	0.25%	Added +68	+68 0.3%
98	QUANTA SVCS INC COM PWR	PWR	2,390	$1.7m0.25%	0.25%	Reduced -342	-342 -12.5%
99	BORGWARNER INC COM BWA	BWA	25,835	$1.7m0.25%	0.25%	New
100	BALL CORP COM BALL	BALL	26,880	$1.7m0.24%	0.24%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BUILDERS FIRSTSOURCE INC BLDR	BLDR	60,289	$5.0m60.3k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	12,686	$1.9m12.7k shares
NEWMONT CORP NEM	NEM	15,271	$1.7m15.3k shares
TARGA RES CORP TRGP	TRGP	6,556	$1.6m6.6k shares
JABIL INC JBL	JBL	6,144	$1.6m6.1k shares
EQT CORP EQT	EQT	24,995	$1.6m25.0k shares
PNC FINL SVCS GROUP INC PNC	PNC	7,616	$1.6m7.6k shares
TAPESTRY INC TPR	TPR	10,912	$1.5m10.9k shares
RTX CORPORATION RTX	RTX	7,943	$1.5m7.9k shares
RALPH LAUREN CORP RL	RL	4,442	$1.5m4.4k shares
CENTERPOINT ENERGY INC CNP	CNP	35,488	$1.5m35.5k shares
KEYSIGHT TECHNOLOGIES INC KEYS	KEYS	5,415	$1.5m5.4k shares
TELEDYNE TECHNOLOGIES INC TDY	TDY	2,443	$1.5m2.4k shares
TRAVELERS COMPANIES INC TRV	TRV	5,044	$1.5m5.0k shares
APTIV PLC APTV	APTV	14,855	$1.0m14.9k shares
ISHARES TR USRT	USRT	11,350	$671.8k11.3k shares
VANGUARD INDEX FDS VTI	VTI	1,789	$573.9k1.8k shares
VANGUARD SCOTTSDALE FDS VTWO	VTWO	5,679	$568.9k5.7k shares
PFIZER INC PFE	PFE	18,550	$520.9k18.6k shares
PROSHARES TR RWM	RWM	27,000	$437.9k27.0k shares
SYNOPSYS INC SNPS	SNPS	807	$320.0k807 shares
ISHARES TR SHY	SHY	3,649	$301.3k3.6k shares
GLOBAL X FDS AIQ	AIQ	6,400	$298.7k6.4k shares
APPLIED MATLS INC AMAT	AMAT	855	$292.2k855 shares
SOCIEDAD QUIMICA Y MINERA DE SQM	SQM	3,475	$281.3k3.5k shares