Q2 2026 13F · SEC CIK 1602237

IPG Investment Advisors LLC

Institutional asset managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $695.9M
Reported positions: 268
Top holdings a year, 3 yrs: +16.3%
Assets under management: $4.1B

IPG Investment Advisors LLC is an institutional asset manager that reported 268 positions worth $695.9M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 7.8%), Nvidia Corporation Com (NVDA, 5.5%), Amazon Com Inc Com (AMZN, 3.4%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 20.4% for the S&P 500.

IPG Investment Advisors LLC holdings largest 50 of 268 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

IPG Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	7.8%	8.1%	72,944	+0.6%	$54.5M
NVDANvidia Corporation Com	5.5%	5.9%	190,351	-4.0%	$38.1M
AMZNAmazon Com Inc Com	3.4%	3.7%	98,914	-3.9%	$23.6M
AAPLApple Inc	3.2%	3.1%	78,040	+9.6%	$22.6M
GOOGLAlphabet Inc	3.0%	2.9%	57,503	-2.7%	$20.5M
MUMicron Technology Inc	2.7%	1.2%	15,989	-23.4%	$18.5M
SHVIshares Tr	2.5%	2.5%	154,873	+18.6%	$17.1M
RSPInvesco S&p 500 Equal Weight ETF	2.3%	2.4%	75,763	+3.5%	$16.1M
PGRProgressive Corp.	2.2%	2.5%	71,253	-1.1%	$15.6M
MSFTMicrosoft Corp	2.0%	2.4%	36,400	-2.9%	$13.6M
QQQInvesco Qqq Tr	1.9%	1.9%	17,712	-6.3%	$13.0M
MUSAMurphy USA Inc.	1.7%	2.8%	22,422	-32.2%	$12.1M
ORLYO'Reilly Automotive Inc	1.6%	2.0%	120,960	-2.1%	$11.1M
AEROGrupo Aeromexico Sab de Cv	1.5%	1.4%	591,657	+0.0%	$10.6M
IEFiShs 7-10 ys Tsy	1.5%	1.1%	108,690	+61.2%	$10.3M
LQDIshares Tr	1.4%	—	87,660	—	$9.6M
METAMeta Platforms Inc Class A	1.4%	1.5%	16,944	+14.7%	$9.5M
VTVVanguard Value ETF	1.2%	1.3%	39,608	+0.8%	$8.6M
PANWPalo Alto Networks Inc	1.2%	0.5%	25,161	+26.5%	$8.6M
TLTIshares 20 Year Treasury Bond ETF	1.2%	1.4%	94,381	+1.9%	$8.2M
TPXSomnigroup International Inc	1.2%	1.3%	103,413	+1.5%	$8.1M
HEI-AHeico Corp New	1.1%	1.2%	30,489	-9.1%	$7.9M
AVGOBroadcom Inc	1.1%	1.1%	20,290	-4.1%	$7.7M
JACKJack in the Box Inc	1.1%	0.9%	469,300	-12.5%	$7.4M
GSGoldman Sachs Group Inc	1.1%	0.9%	7,250	+21.3%	$7.3M
VGKVanguard Intl Equity Index F	1.0%	1.1%	78,486	-0.1%	$6.9M
GEVGe Vernova Inc	1.0%	0.6%	5,889	+37.8%	$6.9M
VGLTVanguard Long-Term Treasury ETF Total	0.9%	1.0%	109,165	+0.0%	$6.0M
SLQDIshares 0-5 Year Investmt	0.9%	—	119,283	—	$6.0M
VOOVanguard S&p 500 ETF	0.8%	0.8%	8,497	+6.0%	$5.8M
TSLATesla Inc Com	0.8%	1.1%	13,784	-18.6%	$5.8M
ASMLAsml Hldg NV	0.8%	1.1%	2,909	-37.2%	$5.8M
OIO-I Glass Inc	0.8%	0.9%	548,063	+4.7%	$5.3M
EWJIshares Inc	0.7%	0.7%	52,475	+3.8%	$4.9M
GLDSpdr Gold Shares	0.7%	1.1%	13,238	-12.2%	$4.9M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	9,450	+2.5%	$4.7M
AMDAdvanced Micro Devices Inc	0.7%	—	8,126	—	$4.7M
JPMJpmorgan Chase & Co	0.7%	0.7%	14,009	+0.0%	$4.6M
BILSPDR Brcy1-3 Ser	0.7%	1.2%	49,567	-34.0%	$4.5M
GTGoodyear Tire & Rubr Co	0.6%	0.9%	651,295	-21.4%	$4.3M
WMTWalmart Inc	0.6%	1.0%	34,919	-27.9%	$4.0M
WHRWhirlpool Corp	0.6%	0.6%	98,935	+46.1%	$3.9M
KLACKla Corp	0.6%	—	12,770	—	$3.9M
COSTCostco Whsl Corp New	0.5%	0.9%	3,975	-28.4%	$3.7M
UBERUber Technologies Inc	0.5%	0.6%	51,434	+14.6%	$3.7M
TPLTexas Pacific Land Corporati	0.5%	1.0%	8,130	-31.2%	$3.6M
MAMastercard Inc.	0.5%	0.6%	6,925	-0.6%	$3.6M
GOOGAlphabet Inc	0.5%	—	10,047	—	$3.5M
COHRCoherent Corp	0.5%	—	8,900	—	$3.5M
IESCIes Holdings Inc	0.5%	—	4,766	—	$3.5M

What IPG Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IEF iShs 7-10 ys Tsy+61.2% shares
WHR Whirlpool Corp+46.1% shares
GEV Ge Vernova Inc+37.8% shares
PANW Palo Alto Networks Inc+26.5% shares
GS Goldman Sachs Group Inc+21.3% shares
SHV Ishares Tr+18.6% shares
META Meta Platforms Inc Class A+14.7% shares
UBER Uber Technologies Inc+14.6% shares

Reduced

ASML Asml Hldg NV-37.2% shares
BIL SPDR Brcy1-3 Ser-34.0% shares
MUSA Murphy USA Inc.-32.2% shares
TPL Texas Pacific Land Corporati-31.2% shares
COST Costco Whsl Corp New-28.4% shares
WMT Walmart Inc-27.9% shares
MU Micron Technology Inc-23.4% shares
GT Goodyear Tire & Rubr Co-21.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.9% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +20.4%
5 years: +10.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$695.9M	268
Q1 2026	$582.3M	242
Q4 2025	$570.5M	222
Q3 2025	$560.8M	212
Q2 2025	$512.4M	177
Q1 2025	$442.0M	169
Q4 2024	$439.5M	174
Q3 2024	$459.0M	175
Q2 2024	$457.7M	176
Q1 2024	$458.5M	169
Q4 2023	$500.4M	194
Q3 2023	$454.0M	155

Questions about IPG Investment Advisors LLC's portfolio

What stocks does IPG Investment Advisors LLC own?

IPG Investment Advisors LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 268 positions worth $695.9M. The largest are Spdr S&p 500 ETF Tr (SPY) at 7.8%, Nvidia Corporation Com (NVDA) at 5.5%, Amazon Com Inc Com (AMZN) at 3.4%, Apple Inc (AAPL) at 3.2% and Alphabet Inc (GOOGL) at 3.0%.

What did IPG Investment Advisors LLC buy last quarter?

In Q2 2026, IPG Investment Advisors LLC added iShs 7-10 ys Tsy (IEF) (+61.2% shares), Whirlpool Corp (WHR) (+46.1% shares) and Ge Vernova Inc (GEV) (+37.8% shares), compared with its Q1 2026 filing.

What did IPG Investment Advisors LLC sell last quarter?

In Q2 2026, IPG Investment Advisors LLC cut from its top 50 Builders Firstsource Inc (BLDR), cut from its top 50 Generac Hldgs Inc (GNRC), cut from its top 50 Sprott Asset Management LP (CEF), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Salesforce Inc Com (CRM), Asml Hldg NV (ASML) (-37.2% shares), SPDR Brcy1-3 Ser (BIL) (-34.0% shares) and Murphy USA Inc. (MUSA) (-32.2% shares), compared with its Q1 2026 filing.

How has IPG Investment Advisors LLC's portfolio performed?

A portfolio copying IPG Investment Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.9% against +20.1%. Over 5 years: +10.9% a year against +11.6%.

When is IPG Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. IPG Investment Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does IPG Investment Advisors LLC manage?

IPG Investment Advisors LLC reported $4.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $695.9M.