Q2 2026 13F · SEC CIK 2043186

SGL Investment Advisors, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $287.5M
Reported positions: 129
Holdings vs S&P 500, 3 yrs: —
Assets under management: $440.3M

SGL Investment Advisors, Inc. is a wealth manager that reported 129 positions worth $287.5M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Microsoft Corp (MSFT, 4.4%), Apple Inc (AAPL, 4.1%), Ishares Tr (IVW, 4.1%).

SGL Investment Advisors, Inc. holdings largest 50 of 129 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.

SGL Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	4.4%	3.7%	24,859	+4.4%	$12.6M
AAPLApple Inc	4.1%	4.3%	38,055	-1.5%	$11.7M
IVWIshares Tr	4.1%	3.9%	82,316	+9.9%	$11.7M
SCHFSchwab Strategic Tr	4.0%	4.0%	413,584	+5.9%	$11.6M
NVDANvidia Corporation	3.1%	3.3%	40,345	+1.4%	$8.8M
PANWPalo Alto Networks Inc	2.8%	2.0%	20,770	-17.4%	$8.0M
JPMJpmorgan Chase & Co	2.7%	2.4%	21,529	+2.2%	$7.7M
JNJJohnson & Johnson	2.7%	2.5%	29,360	-0.5%	$7.7M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.3%	9,256	+13.7%	$7.2M
CVXChevron Corporation	2.4%	2.5%	35,909	+0.1%	$7.0M
MAMastercard Incorporated	2.4%	2.3%	12,409	+0.1%	$7.0M
BRK-BBerkshire Hathaway Inc Del	2.3%	2.2%	12,445	+0.8%	$6.6M
DGXQuest Diagnostics Inc	2.3%	2.0%	27,290	-3.4%	$6.5M
CMICummins Inc	2.2%	2.6%	9,742	+1.4%	$6.2M
IBMInternational Business Machs	2.1%	2.1%	25,664	+2.5%	$6.1M
HDHome Depot Inc	2.1%	1.9%	17,115	+3.6%	$6.0M
TXNTexas Instrs Inc	2.0%	2.1%	20,035	+7.5%	$5.6M
TRVTravelers Companies Inc	1.9%	1.6%	14,689	+1.2%	$5.5M
IAUIshares Gold Tr	1.9%	2.1%	66,231	+8.8%	$5.5M
VCITVanguard Scottsdale Fds	1.8%	1.6%	63,245	+26.6%	$5.1M
ETNEaton Corp PLC	1.8%	1.6%	11,490	+12.5%	$5.1M
GOOGAlphabet Inc	1.7%	2.0%	13,876	-0.1%	$4.9M
LRCXLam Research Corp	1.7%	—	15,749	—	$4.8M
METAMeta Platforms Inc	1.6%	1.8%	7,860	+0.4%	$4.7M
WMTWalmart Inc	1.5%	2.3%	39,012	-19.6%	$4.4M
SCHWCharles Schwab Corp (the)	1.5%	1.3%	40,332	+2.5%	$4.4M
ORLYOreilly Automotive Inc	1.5%	1.6%	46,353	-1.8%	$4.3M
YELPYelp Inc	1.4%	1.6%	167,319	+0.3%	$4.1M
PSAPublic Storage	1.4%	1.5%	12,560	-1.7%	$4.1M
LHXL3harris Technologies Inc	1.4%	1.5%	13,449	+0.3%	$3.9M
IWOIshares Tr	1.2%	1.1%	8,653	+9.1%	$3.4M
OMCOmnicom Group Inc	1.1%	1.1%	38,620	-1.2%	$3.3M
NULGNuveen Esg	1.1%	1.1%	26,331	-4.3%	$3.1M
SLBSlb Limited	1.1%	—	57,503	—	$3.1M
STESteris PLC	1.0%	0.9%	11,583	-1.8%	$2.8M
KRKroger Co	1.0%	1.3%	48,943	-4.7%	$2.8M
JNKSpdr Series Trust	0.9%	0.8%	25,808	+23.9%	$2.5M
RMDResmed Inc	0.8%	0.8%	10,409	-7.5%	$2.3M
AMZNAmazon Com Inc	0.7%	0.6%	6,799	+10.3%	$1.9M
EFGIshares Tr	0.6%	0.6%	14,642	+15.8%	$1.8M
AMATApplied Matls Inc	0.6%	0.7%	3,356	-19.6%	$1.8M
SCHHSchwab Strategic Tr	0.6%	1.0%	68,583	-37.1%	$1.6M
IJHIshares Tr	0.5%	0.5%	20,153	+13.4%	$1.6M
MUMicron Technology Inc	0.5%	0.9%	1,744	-39.0%	$1.5M
JKLIshares Tr	0.5%	0.4%	17,984	+12.7%	$1.5M
GOOGLAlphabet Inc	0.5%	1.1%	3,946	-47.8%	$1.4M
SCHPSchwab Strategic Tr	0.5%	—	51,824	—	$1.3M
AMGNAmgen Inc	0.5%	—	3,193	—	$1.3M
AMDAdvanced Micro Devices Inc	0.5%	0.7%	2,773	-31.7%	$1.3M
ESGFlexshares Tr	0.4%	0.4%	6,827	-1.7%	$1.2M

What SGL Investment Advisors, Inc. 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

VCIT Vanguard Scottsdale Fds+26.6% shares
JNK Spdr Series Trust+23.9% shares
EFG Ishares Tr+15.8% shares
SPY State Str Spdr S&p 500 ETF T+13.7% shares
IJH Ishares Tr+13.4% shares
JKL Ishares Tr+12.7% shares
ETN Eaton Corp PLC+12.5% shares
AMZN Amazon Com Inc+10.3% shares

Reduced

GOOGL Alphabet Inc-47.8% shares
MU Micron Technology Inc-39.0% shares
SCHH Schwab Strategic Tr-37.1% shares
AMD Advanced Micro Devices Inc-31.7% shares
WMT Walmart Inc-19.6% shares
AMAT Applied Matls Inc-19.6% shares
PANW Palo Alto Networks Inc-17.4% shares
RMD Resmed Inc-7.5% 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: +17.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

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	$287.5M	129
Q1 2026	$264.0M	124
Q4 2025	$246.2M	123
Q3 2025	$237.4M	124
Q2 2025	$207.6M	118
Q1 2025	$191.2M	114
Q4 2024	$195.2M	111
Q3 2024	$191.8M	103

Questions about SGL Investment Advisors, Inc.'s portfolio

What stocks does SGL Investment Advisors, Inc. own?

SGL Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 129 positions worth $287.5M. The largest are Microsoft Corp (MSFT) at 4.4%, Apple Inc (AAPL) at 4.1%, Ishares Tr (IVW) at 4.1%, Schwab Strategic Tr (SCHF) at 4.0% and Nvidia Corporation (NVDA) at 3.1%.

What did SGL Investment Advisors, Inc. buy last quarter?

In Q2 2026, SGL Investment Advisors, Inc. added Vanguard Scottsdale Fds (VCIT) (+26.6% shares), Spdr Series Trust (JNK) (+23.9% shares) and Ishares Tr (EFG) (+15.8% shares), compared with its Q1 2026 filing.

What did SGL Investment Advisors, Inc. sell last quarter?

In Q2 2026, SGL Investment Advisors, Inc. cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Tractor Supply Co (TSCO), cut from its top 50 Intel Corp (INTC), cut from its top 50 Cisco Sys Inc (CSCO), Alphabet Inc (GOOGL) (-47.8% shares), Micron Technology Inc (MU) (-39.0% shares) and Schwab Strategic Tr (SCHH) (-37.1% shares), compared with its Q1 2026 filing.

When is SGL Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. SGL Investment Advisors, Inc.'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 SGL Investment Advisors, Inc. manage?

SGL Investment Advisors, Inc. reported $440.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $287.5M.