SGL Investment Advisors, Inc. ETF holdings
Missoula, MT
Reported $69.5M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$69.5M
ETFs held
28
Change from prior quarter
+10.7%
With price moves
ETFs as a share of its 13F
24.0%
of $289.9M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $11.7M | 82,316 | +7,448 shares |
| SCHF | Schwab International Equity ETF | $11.6M | 413,584 | +22,979 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $7.2M | 9,256 | +1,118 shares |
| IAU | iShares Gold Trust | $5.5M | 66,231 | +5,365 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $5.1M | 63,245 | +13,290 shares |
| IWO | iShares Russell 2000 Growth ETF | $3.4M | 8,653 | +722 shares |
| NULG | Nuveen ESG Large-Cap Growth ETF | $3.1M | 26,331 | −1,172 shares |
| JNK | State Street SPDR Bloomberg High Yield Bond ETF | $2.5M | 25,808 | +4,976 shares |
| EFG | iShares MSCI EAFE Growth ETF | $1.8M | 14,642 | +1,996 shares |
| SCHH | Schwab U.S. REIT ETF | $1.6M | 68,583 | −40,401 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002043186. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SGL Investment Advisors, Inc. own?
SGL Investment Advisors, Inc. reported 28 ETF positions worth $69.5M in its Form 13F for June 30, 2026. The largest was IVW, at $11.7M.
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.