IPG Investment Advisors LLC holds a diversified book of 268 stocks worth $695.9M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Kla Corp and trimmed Nvidia Corp. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 8% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning IPG Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as IPG Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 79 / 80 | $4.1B |
| Global Retirement Partners, LLC | 79 / 80 | $1.8B |
| BlackRock, Inc. | 78 / 80 | $2.2T |
| MORGAN STANLEY | 78 / 80 | $581.7B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $421.0B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $275.1B |
| JPMORGAN CHASE & CO | 77 / 80 | $542.6B |
| ROYAL BANK OF CANADA | 77 / 80 | $162.0B |
Ranked by how many of IPG Investment Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $54.5M | 72.9K | 7.8% | ▲+0.6% Added · +419 sh | |
| 2 | Nvidia Corporation COM | $38.1M | 190.4K | 5.5% | ▼−4.0% Reduced · −8K sh | |
| 3 | Amazon Com Inc COM | $23.6M | 98.9K | 3.4% | ▼−3.9% Reduced · −4K sh | |
| 4 | Apple Inc COM | $22.6M | 78.0K | 3.2% | ▲+9.6% Added · +7K sh | |
| 5 | Alphabet Inc CAP STK CL A | $20.5M | 57.5K | 3.0% | ▼−2.6% Reduced · −2K sh | |
| 6 | Micron Technology Inc COM | $18.5M | 16.0K | 2.7% | ▼−23% Reduced · −5K sh | |
| 7 | Ishares TR TRUST ISHARE 0-1 | $17.1M | 154.9K | 2.5% | ▲+19% Added · +24K sh | |
| 8 | Invesco Exchange Traded FD T S&P500 EQL WGT | $16.1M | 75.8K | 2.3% | ▲+3.5% Added · +3K sh | |
| 9 | Progressive Corp COM | $15.6M | 71.3K | 2.2% | ▼−1.1% Reduced · −775 sh | |
| 10 | Microsoft Corp COM | $13.6M | 36.4K | 2.0% | ▼−2.9% Reduced · −1K sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $13.0M | 17.7K | 1.9% | ▼−6.3% Reduced · −1K sh | |
| 12 | Murphy USA Inc COM | $12.1M | 22.4K | 1.7% | ▼−32% Reduced · −11K sh | |
| 13 | Oreilly Automotive Inc COM | $11.1M | 121.0K | 1.6% | ▼−2.1% Reduced · −3K sh | |
| 14 | Grupo Aeromexico SAB De CV SPONSORED ADS | $10.6M | 591.7K | 1.5% | —Held | |
| 15 | Ishares TR 7-10 YR TRSY BD | $10.3M | 108.7K | 1.5% | ▲+61% Added · +41K sh | |
| 16 | Ishares TR IBOXX INV CP ETF | $9.6M | 87.7K | 1.4% | ▲+584% Added · +75K sh | |
| 17 | Meta Platforms Inc CL A | $9.5M | 16.9K | 1.4% | ▲+15% Added · +2K sh | |
| 18 | Vanguard Index FDS VALUE ETF | $8.6M | 39.6K | 1.2% | ▲+0.8% Added · +320 sh | |
| 19 | Palo Alto Networks Inc COM | $8.6M | 25.2K | 1.2% | ▲+26% Added · +5K sh | |
| 20 | Ishares TR 20 YR TR BD ETF | $8.2M | 94.4K | 1.2% | ▲+1.9% Added · +2K sh | |
| 21 | Somnigroup International Inc COM | $8.1M | 103.4K | 1.2% | ▲+1.5% Added · +2K sh | |
| 22 | Heico Corp New CL A | $7.9M | 30.5K | 1.1% | ▼−9.1% Reduced · −3K sh | |
| 23 | Broadcom Inc COM | $7.7M | 20.3K | 1.1% | ▼−4.0% Reduced · −858 sh | |
| 24 | Jack In The Box Inc COM | $7.4M | 469.3K | 1.1% | ▼−12% Reduced · −67K sh | |
| 25 | Goldman Sachs Group Inc COM | $7.3M | 7.3K | 1.1% | ▲+21% Added · +1K sh | |
| 26 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $6.9M | 78.5K | 1.0% | ▼−0.1% Reduced · −106 sh | |
| 27 | Ge Vernova Inc COM | $6.9M | 5.9K | 1.0% | ▲+38% Added · +2K sh | |
| 28 | Vanguard Scottsdale FDS LONG TERM TREAS | $6.0M | 109.2K | 0.9% | —Held | |
| 29 | Ishares TR 0-5YR INVT GR CP | $6.0M | 119.3K | 0.9% | ▲+270% Added · +87K sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $5.8M | 8.5K | 0.8% | ▲+6.0% Added · +483 sh | |
| 31 | Tesla Inc COM | $5.8M | 13.8K | 0.8% | ▼−19% Reduced · −3K sh | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $5.8M | 2.9K | 0.8% | ▼−37% Reduced · −2K sh | |
| 33 | O-I Glass Inc COM | $5.3M | 548.1K | 0.8% | ▲+4.7% Added · +25K sh | |
| 34 | Ishares Inc MSCI JAPAN ETF | $4.9M | 52.5K | 0.7% | ▲+3.8% Added · +2K sh | |
| 35 | SPDR Gold TR GOLD SHS | $4.9M | 13.2K | 0.7% | ▼−12% Reduced · −2K sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $4.7M | 9.4K | 0.7% | ▲+2.5% Added · +232 sh | |
| 37 | Advanced Micro Devices Inc COM | $4.7M | 8.1K | 0.7% | ▼−13% Reduced · −1K sh | |
| 38 | JPMorgan Chase & Co COM | $4.6M | 14.0K | 0.7% | —Held | |
| 39 | SPDR Series Trust ST STR BLO 1 ETF | $4.5M | 49.6K | 0.7% | ▼−34% Reduced · −26K sh | |
| 40 | Goodyear Tire & Rubr Co COM | $4.3M | 651.3K | 0.6% | ▼−21% Reduced · −177K sh | |
| 41 | Walmart Inc COM | $4.0M | 34.9K | 0.6% | ▼−28% Reduced · −14K sh | |
| 42 | Whirlpool Corp COM | $3.9M | 98.9K | 0.6% | ▲+46% Added · +31K sh | |
| 43 | Kla Corp COM NEW | $3.9M | 12.8K | 0.6% | ▲New New position | |
| 44 | Costco Wholesale Corporation COM | $3.7M | 4.0K | 0.5% | ▼−28% Reduced · −2K sh | |
| 45 | Uber Technologies Inc COM | $3.7M | 51.4K | 0.5% | ▲+15% Added · +7K sh | |
| 46 | Texas Pacific Land Corporati COM | $3.6M | 8.1K | 0.5% | ▼−31% Reduced · −4K sh | |
| 47 | Mastercard Incorporated CL A | $3.6M | 6.9K | 0.5% | ▼−0.6% Reduced · −40 sh | |
| 48 | Alphabet Inc CAP STK CL C | $3.5M | 10.0K | 0.5% | ▲+44% Added · +3K sh | |
| 49 | Coherent Corp COM | $3.5M | 8.9K | 0.5% | ▲New New position | |
| 50 | Ies Holdings Inc COM | $3.5M | 4.8K | 0.5% | ▼−8.8% Reduced · −462 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1602237/holdings"
Use Arkolith to show IPG Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 269 | $695.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 244 | $582.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 223 | $570.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 213 | $560.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 178 | $512.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 170 | $442.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 175 | $439.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 176 | $459.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.