SAM Advisors, LLC
All 13F Filings
- Location
- Oakhurst, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 366,320
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 49 | 366,320 | 13F-HR | SAM Advisors, LLC |
| Q1 2026 | 4/29/2026 | 47 | 319,027 | 13F-HR | SAM Advisors, LLC |
| Q4 2025 | 2/12/2026 | 44 | 316,053 | 13F-HR | SAM Advisors, LLC |
| Q3 2025 | 10/30/2025 | 41 | 310,235 | 13F-HR | SAM Advisors, LLC |
| Q2 2025 | 7/29/2025 | 42 | 289,105 | 13F-HR | SAM Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.28 K | 14.8% | 2.458 K | 0 | 2.458 K |
| ETFs | 311.1 K | 84.9% | 44.76 K | 0 | 44.76 K |
| Debt | 911 | 0.2% | 78 | 0 | 78 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
366,320
Holdings
49
QoQ value change ($000)
47,293
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.