13F Filings History of SAM Advisors, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$316,053,479
Signature - Title
Will Boyer - Analyst
Location
Oakhurst, CA
Summary
This page shows a list of all the recent 13F filings made by SAM Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAM Advisors, LLC reported 44 stock holdings with total value $316,053,479 as of Q4 2025. Top holdings included VTI, VXUS, QQQ, VB, and SPHY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $316,053,479 +$4,161,280 -$3,810,512 +$350,768 VTI, VXUS, QQQ, VB, SPHY 13F-HR 11 Feb 2026, 18:36
Q3 2025 41 $310,234,910 +$5,436,120 -$3,437,225 +$1,998,895 VTI, VXUS, QQQ, VB, SPHY 13F-HR 30 Oct 2025, 13:10
Q2 2025 42 $289,105,008 +$14,674,236 -$15,276,915 -$602,679 VTI, VXUS, QQQ, VB, SPHY 13F-HR 29 Jul 2025, 13:36
Q1 2025 40 $266,863,867 +$14,664,291 -$20,832,141 -$6,167,850 VTI, VXUS, QQQ, VB, SPHY 13F-HR 07 May 2025, 09:21
Q4 2024 39 $276,506,317 +$27,212,957 -$22,182,778 +$5,030,179 VTI, VXUS, SJNK, QQQ, VB 13F-HR 03 Feb 2025, 16:43
Q3 2024 41 $272,406,962 +$28,730,467 -$48,718,691 -$19,988,224 VTI, VXUS, QQQ, VB, SPHY 13F-HR 06 Nov 2024, 11:33
Q2 2024 36 $276,258,660 +$1,279,979 -$2,534,200 -$1,254,221 VTI, VXUS, BND, QQQ, SJNK 13F-HR 13 Aug 2024, 18:56
Q1 2024 36 $274,487,033 +$12,718,414 -$1,179,183 +$11,539,231 VTI, VXUS, BND, SJNK, QQQ 13F-HR 13 May 2024, 13:31
Q4 2023 34 $253,688,644 +$18,597,555 -$18,188,765 +$408,790 VTI, VXUS, BND, SJNK, QQQ 13F-HR 09 Feb 2024, 12:34
Q3 2023 37 $230,489,071 +$1,642,322 -$3,643,589 -$2,001,267 VTI, VXUS, BND, QQQ, VB 13F-HR 09 Nov 2023, 15:03
Q2 2023 37 $240,614,143 +$19,386,191 -$14,307,787 +$5,078,404 VTI, VXUS, BND, QQQ, VB 13F-HR 25 Jul 2023, 17:20
Q1 2023 33 $222,935,989 +$20,014 -$17,308,865 -$17,288,851 VTI, VXUS, QQQ, SPHY, VB 13F-HR 28 Apr 2023, 13:33
Q4 2022 35 $227,012,000 +$31,566,024 -$21,692,793 +$9,873,231 VTI, VXUS, SPHY, QQQ, BND 13F-HR 18 Jan 2023, 17:38
Q3 2022 36 $201,917,000 +$43,857,474 -$27,732,627 +$16,124,847 VTI, VXUS, SPHY, QQQ, VB 13F-HR 25 Oct 2022, 12:10
Q2 2022 35 $199,604,000 +$6,962,907 -$4,913,748 +$2,049,159 VTI, VXUS, BBHY, QQQ, VB 13F-HR 11 Jul 2022, 17:48
Q1 2022 37 $228,865,000 +$20,343,013 -$378,024 +$19,964,989 VTI, VXUS, QQQ, VB, BBHY 13F-HR 04 Apr 2022, 18:26
Q4 2021 25 $219,077,000 +$19,178,690 -$15,231,911 +$3,946,779 VTI, VXUS, QQQ, BBHY, VB 13F-HR 10 Jan 2022, 17:41
Q3 2021 25 $206,310,000 $0 $0 $0 VTI, VXUS, VB, QQQ, BBHY 13F-HR 01 Oct 2021, 11:29