ETF Holders

IPG Investment Advisors LLC ETF holdings

San Diego, CA

Reported $237.7M in 96 ETFs in its Form 13F for June 30, 2026.

ETF value
$237.7M
ETFs held
96
Change from prior quarter
+21.7%
With price moves
ETFs as a share of its 13F
34.2%
of $695.9M

Top 10 of 96 ETF holdings

TickerFundValueSharesChange
SPYState Street SPDR S&P 500 ETF Trust$54.5M72,944+419 shares
SHViShares 0–1 Year Treasury Bond ETF$17.1M154,873+24,245 shares
RSPInvesco S&P 500 Equal Weight ETF$16.1M75,763+2,574 shares
QQQInvesco QQQ Trust$13.0M17,712−1,190 shares
IEFiShares 7-10 Year Treasury Bond ETF$10.3M108,690+41,266 shares
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF$9.6M87,660+74,851 shares
VTVVanguard Morningstar Value ETF$8.6M39,608+320 shares
TLTiShares 20+ Year Treasury Bond ETF$8.2M94,381+1,761 shares
VGKVanguard FTSE Europe ETF$6.9M78,486−106 shares
VGLTVanguard Long-Term Treasury ETF$6.0M109,165No change
86 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001602237. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does IPG Investment Advisors LLC own?

IPG Investment Advisors LLC reported 96 ETF positions worth $237.7M in its Form 13F for June 30, 2026. The largest was SPY, at $54.5M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.