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CIK: 0001519676
Total reported value
$536.6M
$536.6M
113 檔
16.9%
According to the latest 13F quarterly dataset, Stelac Advisory Services LLC managed an equity portfolio of $536.6M at the end of Q4 2025, spanning 113 distinct U.S. exchange-listed positions.
In Q4 2025, Stelac Advisory Services LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.84% | +1.14% | -2.34% | |
| 2 | PLD | Prologis Inc | Stock-Real Estate | 6.20% | -0.95% | -10.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.44% | +0.32% | +1.66% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.37% | -0.08% | -10.07% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.15% | +0.30% | -29.62% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.93% | +0.16% | -16.24% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.90% | +0.56% | +1.28% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.32% | -1.88% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | +0.03% | -15.97% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.91% | +0.06% | -6.42% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.86% | +1.09% | — | |
| 12 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.58% | -0.22% | +99.11% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.35% | -0.43% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | -0.07% | — | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.28% | -0.10% | -0.33% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.19% | -0.12% | -3.87% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.17% | -1.03% | EXIT | |
| 18 | APO | Apollo Global Management Inc | Stock-Financials | 2.09% | -0.87% | -0.16% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.07% | -0.11% | -11.19% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.62% | +0.03% | -5.90% | |
| 21 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.58% | +2.16% | NEW | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.37% | +0.10% | -16.57% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.35% | -0.01% | -9.88% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-Other | 1.24% | +0.01% | -11.30% | |
| 25 | ENPH | Enphase Energy Inc | Stock-Tech | 1.20% | +0.11% | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 1.15% | +0.11% | -13.27% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.01% | -0.08% | +6.75% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.94% | -0.04% | -6.61% | |
| 29 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | -0.19% | — | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.78% | -0.12% | -5.27% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | +0.03% | -18.75% | |
| 32 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.74% | -0.03% | -16.75% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.71% | — | -11.89% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.69% | -0.04% | -2.48% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.06% | -2.72% | |
| 36 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.63% | -0.03% | -9.32% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.06% | -0.91% | |
| 38 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.09% | — | |
| 39 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.49% | -0.09% | +49.90% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | +0.06% | -36.48% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.09% | +62.83% | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.44% | -0.01% | -14.59% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.02% | — | |
| 44 | IEV | Ishares Europe ETF | ETF-Other | 0.43% | -0.01% | -5.36% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.15% | -0.83% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | +0.20% | -1.89% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | +0.03% | — | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.30% | -0.01% | -11.86% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | +0.01% | -22.31% | |
| 50 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.25% | +0.04% | — |
According to official SEC Form 13F filings, Stelac Advisory Services LLC reported a total U.S. public equity portfolio value of $536.6M across 113 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, PLD, SPY) accounted for 16.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNH
市值: $6.1M
Top Position Liquidated / Trimmed
BIL
前期市值: $6.9M
During Q4 2025, Stelac Advisory Services LLC's top holdings by market value included GOOGL (9.8%)、PLD (6.2%)、SPY (5.4%). The largest single position, GOOGL, represented 9.8% of total portfolio value.
In Q4 2025, Stelac Advisory Services LLC made 45 total portfolio adjustments, initiating 6 new buys, adding to 8 positions, trimming 25 holdings, and fully liquidating 6 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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