Sontag Advisory, LLC
RIA/Wealth
Sontag Advisory, LLC is a RIA/Wealth based in Reno, NV led by Michael Anthony Lamena, reporting $25.8B in AUM as of Q3 2025 with 92% ETF concentration, 58% concentrated in top 10 holdings, 18% allocation to IVV, and minimal technology exposure.
CEOMichael Anthony Lamena
- Portfolio Value
- $19.1B
- Positions
- 3,020
- Top Holding
- IVV at 18.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sontag Advisory, LLC's portfolio (58% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $3.5B | 18.41% | +$34.4M Bought | — 5.3M shares | |
ETF ETF | $1.5B | 7.86% | +$137.1M Bought | — 25.1M shares | |
ETF ETF | $1.4B | 7.40% | -$1.0M Sold | — 2.3M shares | |
ETF ETF | $973.6M | 5.09% | +$6.3M Bought | — 14.9M shares | |
ETF ETF | $810.4M | 4.24% | +$43.6M Bought | — 11.0M shares | |
ETF ETF | $772.1M | 4.04% | -$19.1M Sold | — 28.3M shares | |
ETF ETF | $659.4M | 3.45% | +$12.2M Bought | — 2.0M shares | |
ETF ETF | $502.6M | 2.63% | +$1.5M Bought | — 21.6M shares | |
ETF ETF | $483.7M | 2.53% | +$31.8M Bought | — 8.9M shares | |
ETF ETF | $442.6M | 2.32% | +$12.4M Bought | — 922.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sontag Advisory, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Sontag Advisory, LLC
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