GSG Advisors LLC

Wealth advisor Mechanical technology specialist (63%) CIK 1995773
League rank
#258
in Wealth advisor · #1778 overall
Long book
$385.0M
Q1 2026
Positions
137
Top-10 weight
61%
concentration
Last quarter
+14.6%
SPY +14.8%
Turnover
13%
of book per quarter

Strategy in plain words

auto-generated from filings

GSG Advisors LLC is a wealth-management firm allocating client money, specialised in technology (63% of the long book), running a $385.0M US long book across 137 positions.

The portfolio is concentrated: the top 10 names carry 61% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD HIGH DVD YIELD ETF, SCHWAB US BROAD MARKET ETF, APPLE INC, SCHWAB US DVD EQUITY ETF.

Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+6.7%
Q3 2024
+2.7%
Q4 2024
-4.2%
Q1 2025
+8.8%
Q2 2025
+9.7%
Q3 2025
+2.0%
Q4 2025
-3.7%
Q1 2026
+14.6%

Sector allocation

Technology
63%
Financials
9%
Consumer discretionary
9%
Industrials
5%
Healthcare
4%
Materials
3%
Services media
3%
Consumer staples
1%

Long book by quarter

$272.3M
Q1 2024
$283.1M
Q2 2024
$302.4M
Q3 2024
$317.3M
Q4 2024
$304.5M
Q1 2025
$344.9M
Q2 2025
$377.8M
Q3 2025
$387.4M
Q4 2025
$385.0M
Q1 2026

What does GSG Advisors own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology96.0K$24.4M6.3%-5.7%
MSFT MICROSOFT CORPTechnology22.3K$8.3M2.1%+5.4%
NVDA NVIDIA CORPTechnology47.2K$8.2M2.1%+3.2%
AMZN AMAZON.COM INCConsumer discretionary25.7K$5.4M1.4%+1.7%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials9.4K$4.5M1.2%+6.8%
APP APPLOVIN CORP-CLASS ATechnology10.3K$4.1M1.1%+0.1%
JNJ JOHNSON & JOHNSONHealthcare9.5K$2.3M0.6%+1.4%
GOOGL ALPHABET INC-CL ATechnology8.0K$2.3M0.6%+6.7%
PANW PALO ALTO NETWORKS INCTechnology12.5K$2.0M0.5%+0.4%
AVGO BROADCOM INCTechnology5.9K$1.8M0.5%+2.8%
META META PLATFORMS INC-CLASS ATechnology2.5K$1.4M0.4%+5.4%
JPM JPMORGAN CHASE & COFinancials4.6K$1.3M0.3%+7.3%
TSLA TESLA INCIndustrials3.3K$1.2M0.3%+6.7%
AEM AGNICO EAGLE MINES LTDMaterials6.0K$1.2M0.3%Held
GOOG ALPHABET INC-CL CTechnology4.0K$1.1M0.3%0.0%
ETN EATON CORP PLCIndustrials3.0K$1.1M0.3%+0.4%
SPGI S&P GLOBAL INCServices media2.4K$1.0M0.3%+2.5%
XOM EXXON MOBIL CORPEnergy5.6K$956K0.2%+5.9%
VMC VULCAN MATERIALS COMaterials3.3K$908K0.2%+0.2%
ALAB ASTERA LABS INCTechnology7.5K$826K0.2%-9.5%
HD HOME DEPOT INCConsumer discretionary2.3K$767K0.2%-0.9%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials1$718K0.2%New
WMT WALMART INCConsumer discretionary5.4K$676K0.2%+5.0%
SKYT SKYWATER TECHNOLOGY INCTechnology20.0K$548K0.1%Held
PG PROCTER & GAMBLE CO/THEOther3.7K$532K0.1%+27.3%
COST COSTCO WHOLESALE CORPConsumer discretionary509$507K0.1%+5.6%
ORCL ORACLE CORPTechnology3.3K$479K0.1%+11.5%
LLY ELI LILLY & COHealthcare516$475K0.1%+7.7%
ABBV ABBVIE INCHealthcare2.2K$470K0.1%+4.8%
PM PHILIP MORRIS INTERNATIONALConsumer staples2.7K$446K0.1%+8.4%
CSCO CISCO SYSTEMS INCTechnology5.2K$400K0.1%+6.6%
NEE NEXTERA ENERGY INCUtilities4.0K$367K0.1%+4.3%
GE GENERAL ELECTRICIndustrials1.3K$363K0.1%+88.2%
MA MASTERCARD INC - AServices media718$359K0.1%-0.3%
V VISA INC-CLASS A SHARESServices media1.2K$350K0.1%+2.5%
KO COCA-COLA CO/THEConsumer staples4.5K$346K0.1%+4.4%
PEP PEPSICO INCConsumer staples2.2K$339K0.1%-4.3%
BX BLACKSTONE INCFinancials2.9K$335K0.1%-8.1%
CAT CATERPILLAR INCIndustrials448$317K0.1%+8.0%
BA BOEING CO/THEIndustrials1.6K$315K0.1%+1.4%
WTRG ESSENTIAL UTILITIES INCUtilities7.8K$314K0.1%+0.2%
NFLX NETFLIX INCServices media3.2K$312K0.1%+7.1%
CVX CHEVRON CORPEnergy1.5K$311K0.1%+11.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 2026137$385.0M canonicalSEC ↗
Q4 202513F-HRJan 8, 2026134$387.4M canonicalSEC ↗
Q3 202513F-HROct 21, 2025126$377.8M canonicalSEC ↗
Q2 202513F-HRJul 9, 2025119$344.9M canonicalSEC ↗
Q1 202513F-HRMay 13, 2025112$304.5M canonicalSEC ↗
Q4 202413F-HRJan 14, 2025110$317.3M canonicalSEC ↗
Q3 202413F-HRNov 1, 2024110$302.4M canonicalSEC ↗
Q2 202413F-HRJul 12, 2024104$283.1M canonicalSEC ↗
Q1 202413F-HRApr 11, 2024106$272.3M canonicalSEC ↗