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Sam Advisors, LLC
SAM Advisors, LLC is an investment advisory firm headquartered in Oakhurst, California. With approximately 3 employees, the firm manages portfolios primarily for individuals (including high net worth individuals), as well as pension and profit-sharing plans and charitable organizations. SAM Advisors, LLC manages over $385 million in assets and serves a diverse client base, primarily within the United States.
Investment Strategy
SAM Advisors, LLC provides discretionary portfolio management with a focus on diversified holdings in public equities, ETFs, and fixed income securities. The firm creates customized investment strategies for clients with an emphasis on long-term capital appreciation and risk management across multiple asset classes. Holdings include major large-cap U.S. stocks, index funds, and select sector investments. Strategy is tailored to individual client needs and risk profiles.
Latest 13F Filing Activity
Sam Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions with a total 13F market value of $289M. The fund increased holdings in Vanguard Index FDS, Vanguard Star FDS, Eaton Vance Tax-managed Glob among other positions. Sam Advisors, LLC reduced exposure to Berkshire Hathaway Inc. Del, Eaton Vance Tax-managed Glob, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 32.69% | $94.5M | 310,934 | $222.20 | $303.93 | +$11.5M |
V VXUS | VANGUARD STAR FDS | 17.55% | $50.8M | 734,577 | $61.73 | $69.09 | +$6.0M |
Q QQQ | INVESCO QQQ TR | 7.49% | $21.7M | 39,270 | $354.94 | $551.64 | +$4.1M |
V VB | VANGUARD INDEX FDS | 5.84% | $16.9M | 71,186 | $216.36 | $236.98 | +$1.6M |
S SPHY | SPDR SERIES TRUST | 5.32% | $15.4M | 646,434 | $23.44 | $23.80 | +$896.0K |
Industry Allocation
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