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CIK: 0001519676
Total reported value
$536.6M
$536.6M
104 檔
15.2%
The Q2 2025 SEC filing reveals that Stelac Advisory Services LLC held a total portfolio value of $536.6M, covering 104 public equity positions.
During Q2 2025, Stelac Advisory Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | Stock-Real Estate | 6.71% | -0.95% | +0.02% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.60% | +0.30% | +0.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.00% | +1.14% | -0.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.94% | +0.32% | -4.25% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.82% | -0.08% | +0.62% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.16% | +16.21% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | +0.03% | +0.40% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.29% | +0.11% | +581.21% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.35% | +1.09% | +0.08% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.19% | +0.06% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.02% | +0.56% | +0.18% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | -0.07% | — | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.36% | -0.11% | +0.17% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.27% | -0.12% | -3.05% | |
| 15 | APO | Apollo Global Management Inc | Stock-Financials | 2.16% | -0.87% | +3082.67% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.98% | -0.10% | -23.11% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.97% | -0.43% | +0.66% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.92% | -0.01% | +1.22% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.69% | +0.03% | +0.30% | |
| 20 | ENPH | Enphase Energy Inc | Stock-Tech | 1.51% | +0.11% | +68.03% | |
| 21 | IGF | Ishares Global Infrastructur | ETF-Other | 1.38% | +0.01% | -2.29% | |
| 22 | IEV | Ishares Europe ETF | ETF-Other | 1.37% | -0.01% | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.34% | +0.10% | -2.91% | |
| 24 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.33% | +2.16% | NEW | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.27% | -0.12% | — | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.13% | -0.04% | — | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.10% | -0.08% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | +0.03% | -17.69% | |
| 29 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.90% | -0.03% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | — | +0.15% | |
| 31 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | -0.19% | -1.49% | |
| 32 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.77% | -0.03% | — | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.74% | +0.06% | -29.97% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.74% | -0.04% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.06% | — | |
| 36 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.09% | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.06% | +7.96% | |
| 38 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.52% | -0.01% | — | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.47% | -0.09% | -18.50% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.40% | -0.01% | -16.61% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.15% | -11.95% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.20% | +2.43% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.36% | -0.01% | -8.93% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.35% | +0.03% | -9.02% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | +0.01% | — | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.35% | -0.01% | -36.07% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.31% | -0.02% | — | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.28% | +0.03% | +277.12% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | +0.01% | — | |
| 50 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.10% | — |
According to official SEC Form 13F filings, Stelac Advisory Services LLC reported a total U.S. public equity portfolio value of $536.6M across 104 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PLD, NVDA, GOOGL) accounted for 15.2% of total reported equity market value during Q2 2025.
During Q2 2025, Stelac Advisory Services LLC's top holdings by market value included PLD (6.7%)、NVDA (6.6%)、GOOGL (6.0%). The largest single position, PLD, represented 6.7% of total portfolio value.
In Q2 2025, Stelac Advisory Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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