SGL Investment Advisors, Inc. - Portfolio overview

SGL Investment Advisors, Inc. has 134 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.09%
2. SCHF - SCHWAB STRATEGIC TR, 3.87%
3. IVW - ISHARES TR, 3.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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