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.
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 |