Q2 2026 13F · SEC CIK 1602237

IPG Investment Advisors LLC

Institutional asset managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $695.9M
Reported positions: 268
Top holdings a year, 3 yrs: +16.3%
Assets under management: $4.1B

IPG Investment Advisors LLC is an institutional asset manager that reported 268 positions worth $695.9M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 7.8%), Nvidia Corporation (NVDA, 5.5%), Amazon Com Inc (AMZN, 3.4%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 20.4% for the S&P 500.

IPG Investment Advisors LLC holdings largest 50 of 268 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

IPG Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	7.8%	8.1%	72,944	+0.6%	$54.5M
NVDANvidia Corporation	5.5%	5.9%	190,351	-4.0%	$38.1M
AMZNAmazon Com Inc	3.4%	3.7%	98,914	-3.9%	$23.6M
AAPLApple Inc	3.2%	3.1%	78,040	+9.6%	$22.6M
GOOGLAlphabet Inc	3.0%	2.9%	57,503	-2.7%	$20.5M
MUMicron Technology Inc	2.7%	1.2%	15,989	-23.4%	$18.5M
SHVIshares Tr	2.5%	2.5%	154,873	+18.6%	$17.1M
RSPInvesco Exchange Traded Fd T	2.3%	2.4%	75,763	+3.5%	$16.1M
PGRProgressive Corp	2.2%	2.5%	71,253	-1.1%	$15.6M
MSFTMicrosoft Corp	2.0%	2.4%	36,400	-2.9%	$13.6M
QQQInvesco Qqq Tr	1.9%	1.9%	17,712	-6.3%	$13.0M
MUSAMurphy USA Inc	1.7%	2.8%	22,422	-32.2%	$12.1M
ORLYOreilly Automotive Inc	1.6%	2.0%	120,960	-2.1%	$11.1M
AEROGrupo Aeromexico Sab de Cv	1.5%	1.4%	591,657	+0.0%	$10.6M
IEFIshares Tr	1.5%	1.1%	108,690	+61.2%	$10.3M
LQDIshares Tr	1.4%	—	87,660	—	$9.6M
METAMeta Platforms Inc	1.4%	1.5%	16,944	+14.7%	$9.5M
VTVVanguard Index Fds	1.2%	1.3%	39,608	+0.8%	$8.6M
PANWPalo Alto Networks Inc	1.2%	0.5%	25,161	+26.5%	$8.6M
TLTIshares Tr	1.2%	1.4%	94,381	+1.9%	$8.2M
TPXSomnigroup International Inc	1.2%	1.3%	103,413	+1.5%	$8.1M
HEI-AHeico Corp	1.1%	1.2%	30,489	-9.1%	$7.9M
AVGOBroadcom Inc	1.1%	1.1%	20,290	-4.1%	$7.7M
JACKJack in the Box Inc	1.1%	0.9%	469,300	-12.5%	$7.4M
GSGoldman Sachs Group Inc	1.1%	0.9%	7,250	+21.3%	$7.3M
VGKVanguard Ftse Europe ETF	1.0%	1.1%	78,486	-0.1%	$6.9M
GEVGe Vernova Inc	1.0%	0.6%	5,889	+37.8%	$6.9M
VGLTVanguard Scottsdale Fds	0.9%	1.0%	109,165	+0.0%	$6.0M
SLQDIshares Tr	0.9%	—	119,283	—	$6.0M
VOOVanguard Index Fds	0.8%	0.8%	8,497	+6.0%	$5.8M
TSLATesla Inc	0.8%	1.1%	13,784	-18.6%	$5.8M
ASMLAsml Hldg NV	0.8%	1.1%	2,909	-37.2%	$5.8M
OIO-I Glass Inc	0.8%	0.9%	548,063	+4.7%	$5.3M
EWJIshares Inc	0.7%	0.7%	52,475	+3.8%	$4.9M
GLDSpdr Gold Tr	0.7%	1.1%	13,238	-12.2%	$4.9M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	9,450	+2.5%	$4.7M
AMDAdvanced Micro Devices Inc	0.7%	—	8,126	—	$4.7M
JPMJpmorgan Chase & Co	0.7%	0.7%	14,009	+0.0%	$4.6M
BILSpdr Series Trust	0.7%	1.2%	49,567	-34.0%	$4.5M
GTGoodyear Tire & Rubr Co	0.6%	0.9%	651,295	-21.4%	$4.3M
WMTWalmart Inc	0.6%	1.0%	34,919	-27.9%	$4.0M
WHRWhirlpool Corp Com	0.6%	0.6%	98,935	+46.1%	$3.9M
KLACKla Corp	0.6%	—	12,770	—	$3.9M
COSTCostco Wholesale Corporation	0.5%	0.9%	3,975	-28.4%	$3.7M
UBERUber Technologies Inc	0.5%	0.6%	51,434	+14.6%	$3.7M
TPLTexas Pacific Land Corporati	0.5%	1.0%	8,130	-31.2%	$3.6M
MAMastercard Incorporated	0.5%	0.6%	6,925	-0.6%	$3.6M
GOOGAlphabet Inc	0.5%	—	10,047	—	$3.5M
COHRCoherent Corp	0.5%	—	8,900	—	$3.5M
IESCIes Holdings Inc	0.5%	—	4,766	—	$3.5M

What IPG Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IEF Ishares Tr+61.2% shares
WHR Whirlpool Corp Com+46.1% shares
GEV Ge Vernova Inc+37.8% shares
PANW Palo Alto Networks Inc+26.5% shares
GS Goldman Sachs Group Inc+21.3% shares
SHV Ishares Tr+18.6% shares
META Meta Platforms Inc+14.7% shares
UBER Uber Technologies Inc+14.6% shares

Reduced

ASML Asml Hldg NV-37.2% shares
BIL Spdr Series Trust-34.0% shares
MUSA Murphy USA Inc-32.2% shares
TPL Texas Pacific Land Corporati-31.2% shares
COST Costco Wholesale Corporation-28.4% shares
WMT Walmart Inc-27.9% shares
MU Micron Technology Inc-23.4% shares
GT Goodyear Tire & Rubr Co-21.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.9% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +20.4%
5 years: +10.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$695.9M	268
Q1 2026	$582.3M	242
Q4 2025	$570.5M	222
Q3 2025	$560.8M	212
Q2 2025	$512.4M	177
Q1 2025	$442.0M	169
Q4 2024	$439.5M	174
Q3 2024	$459.0M	175
Q2 2024	$457.7M	176
Q1 2024	$458.5M	169
Q4 2023	$500.4M	194
Q3 2023	$454.0M	155

Questions about IPG Investment Advisors LLC's portfolio

What stocks does IPG Investment Advisors LLC own?

IPG Investment Advisors LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 268 positions worth $695.9M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 7.8%, Nvidia Corporation (NVDA) at 5.5%, Amazon Com Inc (AMZN) at 3.4%, Apple Inc (AAPL) at 3.2% and Alphabet Inc (GOOGL) at 3.0%.

What did IPG Investment Advisors LLC buy last quarter?

In Q2 2026, IPG Investment Advisors LLC added Ishares Tr (IEF) (+61.2% shares), Whirlpool Corp Com (WHR) (+46.1% shares) and Ge Vernova Inc (GEV) (+37.8% shares), compared with its Q1 2026 filing.

What did IPG Investment Advisors LLC sell last quarter?

In Q2 2026, IPG Investment Advisors LLC cut from its top 50 Builders Firstsource Inc (BLDR), cut from its top 50 Generac Hldgs Inc (GNRC), cut from its top 50 Sprott Asset Management LP (CEF), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Salesforce Inc (CRM), Asml Hldg NV (ASML) (-37.2% shares), Spdr Series Trust (BIL) (-34.0% shares) and Murphy USA Inc (MUSA) (-32.2% shares), compared with its Q1 2026 filing.

How has IPG Investment Advisors LLC's portfolio performed?

A portfolio copying IPG Investment Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.9% against +20.1%. Over 5 years: +10.9% a year against +11.6%.

When is IPG Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. IPG Investment Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does IPG Investment Advisors LLC manage?

IPG Investment Advisors LLC reported $4.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $695.9M.