SAM Advisors, LLC - Portfolio overview

SAM Advisors, LLC has 48 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 30.96%
2. VXUS - VANGUARD STAR FDS, 17.39%
3. QQQ - INVESCO QQQ TR, 6.88%

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

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