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Will Boyer

Sam Advisors, Llc

Assets Managed
$319.027M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.95%(2Q avg: 1.41%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sam Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Sam Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 319.027M in assets, with a quarterly growth rate of 0.95% and a 2-quarter average growth rate of 1.41%. The portfolio is managed by Will Boyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.38%
31.18%
$99.443M
309,975 shares@ $320.82 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.28%
17.51%
$55.861M
724,431 shares@ $77.11 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.91%
6.93%
$22.087M
38,267 shares@ $577.18 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.4%
6.05%
$19.27M
73,572 shares@ $261.92 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 5.09%
5.23%
$16.666M
714,646 shares@ $23.32 avg price
JPEM
Jpm Diversified Ret Em Equit
Recent Activity
Increased 1.35%
3.85%
$12.251M
197,195 shares@ $62.13 avg price
IYG
Ishares U.s. Financial Servi
Recent Activity
Increased 2.17%
3.01%
$9.602M
115,906 shares@ $82.85 avg price
BKLN
Invesco Senior Loan Etf
Recent Activity
Increased 2.37%
2.03%
$6.45M
316,032 shares@ $20.42 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 3.87%
2%
$6.361M
254,646 shares@ $24.98 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 89.75%
1.93%
$6.131M
123,859 shares@ $49.5 avg price

1-10 of 47