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 +$5,436,121 -$3,437,225 +$1,998,896 VTI, VXUS, QQQ, VB, SPHY 13F-HR 30 Oct 2025, 13:10
Q2 2025 42 $289,105,008 +$14,674,234 -$15,276,918 -$602,684 VTI, VXUS, QQQ, VB, SPHY 13F-HR 29 Jul 2025, 13:36
Q1 2025 40 $266,863,867 +$14,664,295 -$20,832,164 -$6,167,869 VTI, VXUS, QQQ, VB, SPHY 13F-HR 07 May 2025, 09:21
Q4 2024 39 $276,506,317 +$27,212,981 -$22,182,789 +$5,030,192 VTI, VXUS, SJNK, QQQ, VB 13F-HR 03 Feb 2025, 16:43
Q3 2024 41 $272,406,962 +$28,730,476 -$48,718,675 -$19,988,199 VTI, VXUS, QQQ, VB, SPHY 13F-HR 06 Nov 2024, 11:33
Q2 2024 36 $276,258,660 +$1,279,980 -$2,534,200 -$1,254,220 VTI, VXUS, BND, QQQ, SJNK 13F-HR 13 Aug 2024, 18:56
Q1 2024 36 $274,487,033 +$12,718,415 -$1,179,183 +$11,539,232 VTI, VXUS, BND, SJNK, QQQ 13F-HR 13 May 2024, 13:31
Q4 2023 34 $253,688,644 +$18,597,570 -$18,188,758 +$408,812 VTI, VXUS, BND, SJNK, QQQ 13F-HR 09 Feb 2024, 12:34
Q3 2023 40 $230,489,071 +$1,642,321 -$3,643,588 -$2,001,267 VTI, VXUS, BND, QQQ, VB 13F-HR 09 Nov 2023, 15:03
Q2 2023 37 $240,614,143 +$19,386,194 -$9,301,776 +$10,084,418 VTI, VXUS, BND, QQQ, VB 13F-HR 25 Jul 2023, 17:20
Q1 2023 33 $222,935,989 +$20,014 -$16,767,868 -$16,747,854 VTI, VXUS, QQQ, SPHY, VB 13F-HR 28 Apr 2023, 13:33
Q4 2022 35 $227,012,000 +$31,687,573 -$8,683,797 +$23,003,776 VTI, VXUS, SPHY, QQQ, BND 13F-HR 18 Jan 2023, 16:38
Q3 2022 35 $198,413,507 +$40,354,016 -$14,993,626 +$25,360,390 VTI, VXUS, SPHY, QQQ, VB 13F-HR 25 Oct 2022, 12:10
Q2 2022 35 $199,404,200 +$6,962,905 -$4,228,999 +$2,733,906 VTI, VXUS, BBHY, QQQ, VB 13F-HR 11 Jul 2022, 17:48
Q1 2022 35 $228,638,000 +$20,116,010 -$378,024 +$19,737,986 VTI, VXUS, QQQ, VB, BBHY 13F-HR 04 Apr 2022, 18:26
Q4 2021 25 $219,077,000 +$19,178,688 -$11,354,908 +$7,823,780 VTI, VXUS, QQQ, BBHY, VB 13F-HR 10 Jan 2022, 16:41
Q3 2021 25 $206,310,000 $0 $0 $0 VTI, VXUS, VB, QQQ, BBHY 13F-HR 01 Oct 2021, 11:29