SPG ADVISORS LLC

KIRKLAND, WA · CIK 1843253 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyKirkland, WA

$5.6m reported value -15.5% vs Q1 2026

10positions

100.0%in top 10

2 new 1 added 6 reduced 2 sold out vs Q1 2026

Also in the report of:

Synergy Asset Management, LLC

Shares in two reports are counted once in each security's totals.

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	AMAZON COM INC COM AMZN	AMZN	6,819	$1.6m29.28%	29.28%	Reduced -3.8k	-3,784 -35.7%
2	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,676	$752.5k13.56%	13.56%	New
3	APPLE INC COM AAPL	AAPL	2,382	$689.1k12.42%	12.42%	Reduced -79	-79 -3.2%
4	COSTCO WHSL CORP NEW COM COST	COST	527	$493.1k8.88%	8.88%	Reduced -10	-10 -1.9%
5	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	4,823	$485.5k8.75%	8.75%	Reduced -694	-694 -12.6%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,050	$388.5k7.00%	7.00%	Added +1	+1 0.1%
7	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	681	$340.8k6.14%	6.14%	Reduced -9	-9 -1.3%
8	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	3,531	$323.6k5.83%	5.83%	Reduced -528	-528 -13.0%
9	BOEING CO COM BA	BA	1,048	$226.9k4.09%	4.09%	Unchanged
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	301	$224.9k4.05%	4.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	3,823	$1.2m3.8k shares
EQUIFAX INC EFX	EFX	1,135	$204.4k1.1k shares