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E&G Advisors, LLC

Q2 2026 13F filing

Updated 49 days ago

243 disclosed positions worth $517.8M

Portfolio value
$517.8M
Total holdings
243
New positions
17
Closed positions
10
Increased
63
Decreased
86
Turnover
11.1%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+296.4%
Value
$50.5M
Shares
406.1K
% Port
9.75%
B
2.BX

VANGUARD SPECIALIZED FUNDS

-0.2%
Value
$47.3M
Shares
200.3K
% Port
9.14%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

+5.1%
Value
$26.5M
Shares
35.5K
% Port
5.12%
Q
4.QQQ

INVESCO QQQ TR

+0.4%
Value
$25.5M
Shares
34.6K
% Port
4.92%
V

VANGUARD INDEX FDS

+1.6%
Value
$17.3M
Shares
79.4K
% Port
3.34%
G
6.GLD

SPDR GOLD TR

+3.1%
Value
$14.8M
Shares
40.1K
% Port
2.85%
G

ALPHABET INC

-0.3%
Value
$13.3M
Shares
37.2K
% Port
2.56%
V

VANGUARD WORLD FD

+698.8%
Value
$11.9M
Shares
99.4K
% Port
2.29%
L

LAM RESEARCH CORP

-1.0%
Value
$11.4M
Shares
26.3K
% Port
2.20%
I
10.IVZ

INVESCO EXCHANGE TRADED FD T

+0.2%
Value
$9.8M
Shares
45.9K
% Port
1.89%
J

JPMORGAN CHASE & CO

-0.2%
Value
$9.6M
Shares
29.3K
% Port
1.85%
S

SPDR SERIES TRUST

+13.2%
Value
$9.2M
Shares
105.1K
% Port
1.78%
N
13.NVDA

NVIDIA CORPORATION

+1.1%
Value
$8.3M
Shares
41.6K
% Port
1.61%
E
14.ETHA

ISHARES TR

+0.1%
Value
$6.7M
Shares
22.3K
% Port
1.29%
A
15.AAPL

APPLE INC

-0.8%
Value
$6.5M
Shares
22.3K
% Port
1.25%
V
16.VGES

VANGUARD INDEX FDS

-0.1%
Value
$6.1M
Shares
25.2K
% Port
1.18%
A
17.AMZN

AMAZON COM INC

-2.0%
Value
$6M
Shares
25.3K
% Port
1.16%
S

SELECT SECTOR SPDR TR

+1.4%
Value
$5.5M
Shares
28.8K
% Port
1.06%
K
19.KLAC

KLA CORP

+900.0%
Value
$5.4M
Shares
18.0K
% Port
1.05%
V
20.VGES

VANGUARD TAX-MANAGED FDS

+1.6%
Value
$5.2M
Shares
73.3K
% Port
1.01%
E
21.ETHA

ISHARES TR

-0.7%
Value
$4.9M
Shares
49.7K
% Port
0.95%
G

GOLDMAN SACHS GROUP INC

+0.2%
Value
$4.8M
Shares
4.7K
% Port
0.92%
V
23.VGES

VANGUARD INTL EQUITY INDEX F

+0.6%
Value
$4.6M
Shares
77.9K
% Port
0.90%
M
24.MSFT

MICROSOFT CORP

+1.5%
Value
$4.6M
Shares
12.3K
% Port
0.89%
A
25.AVGO

BROADCOM INC

+1.5%
Value
$4.5M
Shares
12.0K
% Port
0.88%
M
26.META

META PLATFORMS INC

+0.5%
Value
$4.5M
Shares
8.0K
% Port
0.87%
A
27.AMAT

APPLIED MATLS INC

Unchanged
Value
$4.4M
Shares
6.0K
% Port
0.84%
B

BERKSHIRE HATHAWAY INC DEL

-0.1%
Value
$4.1M
Shares
8.2K
% Port
0.79%
?
29.N/A

WISDOMTREE TR

+29.6%
Value
$3.6M
Shares
20.8K
% Port
0.70%
?
30.N/A

INVESCO EXCH TRADED FD TR II

+49.5%
Value
$3.6M
Shares
28.0K
% Port
0.69%
V
31.VGES

VANGUARD INDEX FDS

-0.4%
Value
$3.2M
Shares
4.7K
% Port
0.63%
G

GOLDMAN SACHS ETF TR

-0.4%
Value
$3.2M
Shares
22.6K
% Port
0.62%
?
33.N/A

VANECK ETF TRUST

-0.3%
Value
$3.1M
Shares
41.1K
% Port
0.60%
?
34.N/A

VANGUARD INTL EQUITY INDEX F

-0.4%
Value
$2.8M
Shares
32.1K
% Port
0.55%
?
35.N/A

ISHARES TR

+6.4%
Value
$2.8M
Shares
54.1K
% Port
0.55%
P
36.PHYS

SPROTT ASSET MANAGEMENT LP

-0.1%
Value
$2.8M
Shares
92.0K
% Port
0.54%
C
37.CAT

CATERPILLAR INC

+2.9%
Value
$2.7M
Shares
2.5K
% Port
0.52%
C
38.C-PR

CITIGROUP INC

-0.1%
Value
$2.4M
Shares
17.2K
% Port
0.46%
V
39.V

VISA INC

-0.5%
Value
$2.3M
Shares
6.8K
% Port
0.45%
B

BANK OF AMER CORP

-0.5%
Value
$2.3M
Shares
41.0K
% Port
0.45%
?
41.N/A

INVESCO EXCH TRADED FD TR II

Unchanged
Value
$2.3M
Shares
14.5K
% Port
0.43%
S

SELECT SECTOR SPDR TR

-0.1%
Value
$2.2M
Shares
40.6K
% Port
0.42%
G

ALPHABET INC

-3.2%
Value
$2.1M
Shares
6.1K
% Port
0.41%
X
44.XOM

EXXON MOBIL CORP

+1.7%
Value
$2.1M
Shares
15.6K
% Port
0.41%
L
45.LLY

ELI LILLY & CO

+6.9%
Value
$2.1M
Shares
1.8K
% Port
0.41%
G
46.GILD

GILEAD SCIENCES INC

+2.0%
Value
$2.1M
Shares
16.6K
% Port
0.41%
S

SELECT SECTOR SPDR TR

-0.4%
Value
$2.1M
Shares
38.8K
% Port
0.40%
E
48.ETHA

ISHARES INC

-1.4%
Value
$2M
Shares
21.1K
% Port
0.38%
C
49.CSCO

CISCO SYS INC

-0.9%
Value
$2M
Shares
16.6K
% Port
0.38%
S

SPDR SERIES TRUST

-1.6%
Value
$1.9M
Shares
31.7K
% Port
0.37%