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GSG Advisors LLC

SEC CIK
0001995773
Latest filing
Aug 13, 2026

The latest 13F from GSG Advisors LLC covers Q2 2026 (filed Aug 13, 2026): 148 long positions worth $454.2M. The top 10 holdings make up 59.1% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 22.4%. Livermore has 12 filings on Form 13F from this institution, going back to Q3 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
15
Est. +$6.48M
Added
74
Est. +$16.4M
Reduced
43
Est. −$6.24M
Sold out
4
Est. −$1.31M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    22.4%$101.7M
  2. Vanguard High Dividend Yield Index ETF921946406
    7.4%$33.8M
  3. Schwab U.S. Broad Market ETF808524102
    7.1%$32.1M
  4. AAPLApple Inc.
    5.7%$25.7MHistory
  5. First Trust Rising Dividend Achievers ETF33738R506
    3.5%$15.7M

Biggest buys

New and added positions, by estimated amount bought

  1. First Tr Exch Traded FD III33740J104
    +$10.1MAdded
  2. Vanguard Mun BD FDS922907696
    +$3.00MNew
  3. Vanguard Malvern FDS922020722
    +$1.14MAdded
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +$623.9KAdded
  5. PIMCO ETF Tr72201R585
    +$473.5KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. First Tr Exch Traded FD III33740J104
    +2.20 pp0.1% → 2.3%
  2. Vanguard Mun BD FDS922907696
    +0.66 pp0.0% → 0.7%
  3. Vanguard Malvern FDS922020722
    +0.17 pp0.5% → 0.7%
  4. iShares Semiconductor ETF464287523
    +0.17 pp0.3% → 0.4%
  5. MUMicron Technology Inc
    +0.13 pp0.1% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$2.07MReducedHistory
  2. AMZNAmazon Com Inc
    −$1.04MReducedHistory
  3. ALABAstera Labs, Inc.
    −$741.9KReducedHistory
  4. BlackRock ETF Trust II092528843
    −$641.9KSold out
  5. PANWPalo Alto Networks Inc
    −$478.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAPLApple Inc.
    −0.67 pp6.3% → 5.7%History
  2. MSFTMicrosoft Corp
    −0.38 pp2.1% → 1.8%History
  3. First Tr Exchng Traded FD VI33740F888
    −0.27 pp1.6% → 1.3%
  4. AMZNAmazon Com Inc
    −0.27 pp1.4% → 1.1%History
  5. BlackRock ETF Trust II092528843
    −0.17 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$454.2M
+$69.2M (+18.0%) vs. prior quarter
Positions
148
+11 vs. prior quarter
Top 10 concentration
59.1%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
11.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2023), so positions held before then are understated.

13F filings by quarter

12 quarters, going back to Q3 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $454.2M (Q2 2026)

Q3 2023: $204.9MQ4 2023: $265.8MQ1 2024: $272.3MQ2 2024: $283.1MQ3 2024: $302.4MQ4 2024: $317.3MQ1 2025: $304.5MQ2 2025: $344.9MQ3 2025: $377.8MQ4 2025: $387.4MQ1 2026: $385.0MQ2 2026: $454.2M
Q3 2023Q2 2026
13F filings of GSG Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026148$454.2MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q1 2026SEC
Q1 2026May 13, 2026137$385.0MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q4 2025SEC
Q4 2025Jan 8, 2026134$387.4MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q3 2025SEC
Q3 2025Oct 21, 2025126$377.8MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q2 2025SEC
Q2 2025Jul 9, 2025119$344.9MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q1 2025SEC
Q1 2025May 13, 2025112$304.5MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q4 2024SEC
Q4 2024Jan 14, 2025110$317.3MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFAAPLvs. Q3 2024SEC
Q3 2024Nov 1, 2024110$302.4MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFAAPLvs. Q2 2024SEC
Q2 2024Jul 12, 2024104$283.1MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFAAPLvs. Q1 2024SEC
Q1 2024Apr 11, 2024106$272.3MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFSchwab U.S. Broad Market ETFvs. Q4 2023SEC
Q4 2023Jan 10, 2024108$265.8MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFAAPLvs. Q3 2023SEC
Q3 2023Oct 30, 202384$204.9MVanguard Morningstar Total Stock Market ETFVanguard High Dividend Yield Index ETFAAPL–SEC