DSG Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, DSG Capital Advisors, LLC held in its portfolio 119 assets valued at $656,491,523 (i.e. $656.49M).
The most valuable assets in the portfolio included: APPLE INC ($45.60M), ALPHABET INC ($36.55M), and MICROSOFT CORP ($36.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 119 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DSG Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 176598 | 45599341 | COM |
| ALPHABET INC | 109845 | 36554240 | CAP STK CL A |
| MICROSOFT CORP | 79980 | 36523468 | COM |
| BROADCOM INC | 106302 | 36463871 | COM |
| ELI LILLY & CO | 34939 | 36090939 | COM |
| ISHARES TR | 259678 | 25007023 | 7-10 YR TRSY BD |
| GOLDMAN SACHS GROUP INC | 23217 | 22656542 | COM |
| JPMORGAN CHASE & CO. | 71391 | 22078333 | COM |
| NVIDIA CORPORATION | 117548 | 21987360 | COM |
| UNITEDHEALTH GROUP INC | 63225 | 21430777 | COM |
| ISHARES TR | 199856 | 20029609 | CORE US AGGBD ET |
| SPDR GOLD TR | 44046 | 18645993 | GOLD SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 52511 | 17939858 | SPONSORED ADS |
| VISA INC | 40647 | 13322139 | COM CL A |
| VANGUARD BD INDEX FDS | 172030 | 12785270 | TOTAL BND MRKT |
| AMAZON COM INC | 53139 | 12656647 | COM |
| TARGET CORP | 112962 | 12553437 | COM |
| ISHARES GOLD TR | 141357 | 12257065 | ISHARES NEW |
| META PLATFORMS INC | 18092 | 11231530 | CL A |
| CITIGROUP INC | 95448 | 11211322 | COM NEW |
| ABBVIE INC | 45307 | 9820292 | COM |
| COSTCO WHSL CORP NEW | 9600 | 9184827 | COM |
| AUTOZONE INC | 2533 | 8777985 | COM |
| INVESCO QQQ TR | 13591 | 8450612 | UNIT SER 1 |
| WALMART INC | 68541 | 8170087 | COM |
| QUANTA SVCS INC | 17862 | 7995746 | COM |
| HOWMET AEROSPACE INC | 35348 | 7927142 | COM |
| LAM RESEARCH CORP | 31851 | 6926637 | COM NEW |
| NETFLIX INC | 75030 | 6606392 | COM |
| TJX COS INC NEW | 39334 | 6142397 | COM |
| BOOKING HOLDINGS INC | 1037 | 5385203 | COM |
| ISHARES TR | 44302 | 5284786 | 3 7 YR TREAS BD |
| ISHARES TR | 11119 | 5233380 | RUS 1000 GRW ETF |
| ISHARES TR | 212896 | 4912575 | US TREAS BD ETF |
| JOHNSON & JOHNSON | 19920 | 4373834 | COM |
| ISHARES TR | 24800 | 4180536 | DOW JONES US ETF |
| BERKSHIRE HATHAWAY INC DEL | 7984 | 3933078 | CL B NEW |
| ORACLE CORP | 19205 | 3646069 | COM |
| BANK AMERICA CORP | 65459 | 3442489 | COM |
| ISHARES TR | 39070 | 3235387 | 1 3 YR TREAS BD |
| CONOCOPHILLIPS | 32013 | 3167046 | COM |
| CHEVRON CORP NEW | 18916 | 3143083 | COM |
| HOME DEPOT INC | 7853 | 2977543 | COM |
| ARISTA NETWORKS INC | 22768 | 2973273 | COM SHS |
| SERVICENOW INC | 20705 | 2715875 | COM |
| TRAVELERS COMPANIES INC | 9655 | 2619788 | COM |
| 3M CO | 15265 | 2611842 | COM |
| KLA CORP | 1678 | 2592443 | COM NEW |
| ALPHABET INC | 6841 | 2279148 | CAP STK CL C |
| AMERICAN EXPRESS CO | 6337 | 2264654 | COM |
| HONEYWELL INTL INC | 10376 | 2231048 | COM |
| EXXON MOBIL CORP | 15993 | 2065176 | COM |
| MCKESSON CORP | 2400 | 2025912 | COM |
| VANGUARD STAR FDS | 25725 | 2022021 | VG TL INTL STK F |
| GE VERNOVA INC | 2923 | 1877238 | COM |
| APPLIED MATLS INC | 5756 | 1836624 | COM |
| AMPHENOL CORP NEW | 11730 | 1809001 | CL A |
| SELECT SECTOR SPDR TR | 14248 | 1748230 | STATE STREET CON |
| COTERRA ENERGY INC | 59337 | 1526741 | COM |
| MONOLITHIC PWR SYS INC | 1497 | 1511281 | COM |
| VERTEX PHARMACEUTICALS INC | 3380 | 1483550 | COM |
| US BANCORP DEL | 25680 | 1385436 | COM NEW |
| ISHARES TR | 5099 | 1353768 | RUSSELL 2000 ETF |
| QUALCOMM INC | 8243 | 1330338 | COM |
| ROYAL GOLD INC | 5061 | 1311558 | COM |
| TRANE TECHNOLOGIES PLC | 3167 | 1226484 | SHS |
| WW GRAINGER INC | 1129 | 1200466 | COM |
| BEST BUY INC | 17364 | 1183183 | COM |
| VERTIV HOLDINGS CO | 6594 | 1137729 | COM CL A |
| DEVON ENERGY CORP NEW | 31083 | 1128935 | COM |
| VANGUARD INDEX FDS | 1727 | 1099443 | S&P 500 ETF SHS |
| GE AEROSPACE | 3353 | 1072759 | COM NEW |
| ISHARES TR | 1457 | 1013216 | CORE S&P500 ETF |
| NORTHROP GRUMMAN CORP | 1414 | 925619 | COM |
| SELECT SECTOR SPDR TR | 6174 | 898070 | STATE STREET TEC |
| WISDOMTREE TR | 10076 | 879131 | US TOTAL DIVIDND |
| ARCH CAP GROUP LTD | 9467 | 860929 | ORD |
| THERMO FISHER SCIENTIFIC INC | 1365 | 852647 | COM |
| DOORDASH INC | 4013 | 843171 | CL A |
| DANAHER CORPORATION | 3492 | 837696 | COM |
| ISHARES TR | 7852 | 813546 | S&P MC 400GR ETF |
| SYNOPSYS INC | 1581 | 803448 | COM |
| AUTODESK INC | 2967 | 778125 | COM |
| VALERO ENERGY CORP | 4210 | 777082 | COM |
| CISCO SYS INC | 10000 | 752500 | COM |
| MCDONALDS CORP | 2304 | 710986 | COM |
| SPDR S&P 500 ETF TR | 1013 | 701239 | TR UNIT |
| INVESCO EXCH TRADED FD TR II | 2689 | 688384 | NASDAQ 100 ETF |
| AMETEK INC | 2950 | 634309 | COM |
| MARATHON PETE CORP | 3545 | 629557 | COM |
| ISHARES TR | 2854 | 625597 | RUS 1000 VAL ETF |
| AT&T INC | 25636 | 608342 | COM |
| ABBOTT LABS | 4533 | 559961 | COM |
| VANGUARD INTL EQUITY INDEX F | 3750 | 543488 | TT WRLD ST ETF |
| UBER TECHNOLOGIES INC | 5980 | 504592 | COM |
| INTERNATIONAL BUSINESS MACHS | 1693 | 504429 | COM |
| SPDR DOW JONES INDL AVERAGE | 963 | 476184 | UT SER 1 |
| MICRON TECHNOLOGY INC | 1318 | 443678 | COM |
| PEPSICO INC | 3000 | 439710 | COM |
| SPDR SERIES TRUST | 4785 | 437828 | STATE STREET SPD |
| CINTAS CORP | 2120 | 414630 | COM |
| SHELL PLC | 5276 | 387364 | SPON ADS |
| PROCTER AND GAMBLE CO | 2609 | 377340 | COM |
| DIMENSIONAL ETF TRUST | 4727 | 356983 | US EQUITY MARKET |
| SOLVENTUM CORP | 3956 | 318221 | COM SHS |
| SELECT SECTOR SPDR TR | 1985 | 311566 | STATE STREET HEA |
| WEC ENERGY GROUP INC | 2827 | 305768 | COM |
| INVESCO EXCH TRADED FD TR II | 3482 | 301158 | KBW BK ETF |
| VANGUARD INTL EQUITY INDEX F | 3876 | 297405 | ALLWRLD EX US |
| LOCKHEED MARTIN CORP | 483 | 279121 | COM |
| ECOLAB INC | 921 | 255789 | COM |
| ISHARES TR | 1220 | 243878 | U.S. TECH ETF |
| BLACKROCK ETF TRUST | 6753 | 234464 | ISHARES A I INNO |
| ASTRAZENECA PLC | 2400 | 225576 | SPONSORED ADR |
| ACCENTURE PLC IRELAND | 765 | 220144 | SHS CLASS A |
| MERCK & CO INC | 1958 | 217279 | COM |
| EBAY INC. | 2225 | 213756 | COM |
| MASTERCARD INCORPORATED | 393 | 213261 | CL A |
| INTUIT | 376 | 208522 | COM |
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