13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001519676
Total reported value
$536.6M
$536.6M
163 檔
22.9%
As reported in its official Q1 2026 Form 13F filing, Stelac Advisory Services LLC's tracked investment portfolio stood at $536.6M with 163 total positions.
In Q1 2026, Stelac Advisory Services LLC displayed an active expansion posture, initiating 59 new positions and adding to 61 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.77% | +1.14% | +50.29% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.13% | +0.30% | +86.73% | |
| 3 | FSUN | Firstsun Capital Bancorp | Stock-Other | 4.60% | -0.09% | — | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.09% | -0.08% | +35.17% | |
| 5 | PLD | Prologis Inc | Stock-Real Estate | 3.28% | -0.95% | -10.91% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | +0.03% | +117.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.09% | +0.32% | +4.27% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | +0.16% | +5.05% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.15% | +1361.76% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.70% | -0.31% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.67% | +0.56% | +40.22% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.12% | -0.36% | — | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.88% | -1.88% | EXIT | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.75% | +0.06% | +5.23% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.07% | +37.59% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.63% | -0.10% | +16.33% | |
| 17 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.62% | -0.22% | +49.42% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.51% | -0.43% | +31.69% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.51% | -0.12% | +246.15% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.50% | +1.54% | +4884.04% | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 1.42% | +0.01% | — | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.40% | -0.12% | +10.81% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.37% | +1.09% | +0.09% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-Other | 1.32% | -1.32% | EXIT | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.26% | -0.11% | +7.69% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.24% | -0.01% | +52.40% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.22% | +0.44% | +2184.77% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.13% | +1042.59% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.16% | +0.10% | +42.55% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.06% | +277.21% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | -1.03% | EXIT | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.28% | — | |
| 33 | APO | Apollo Global Management Inc | Stock-Financials | 0.91% | -0.87% | -1.35% | |
| 34 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.90% | -0.04% | — | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.87% | -0.04% | — | |
| 36 | IGF | Ishares Global Infrastructur | ETF-Other | 0.81% | +0.01% | +4.71% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.78% | +0.03% | -12.31% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | +0.03% | +69.34% | |
| 39 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | -0.19% | +76.20% | |
| 40 | ENPH | Enphase Energy Inc | Stock-Tech | 0.75% | +0.11% | -8.06% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.20% | +331.62% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | -0.71% | EXIT | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.18% | — | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.04% | — | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.58% | -0.04% | +1.04% | |
| 46 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.57% | -0.18% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.04% | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | +0.20% | +1434.07% | |
| 49 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.55% | -0.03% | +45.47% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.24% | +1206.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2.4% | +1361.76% | Add |
| 2 | AMAT | Applied Materials Inc | +1.5% | +4884.04% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +2184.77% | Add |
| 4 | AVGO | Broadcom Inc | +1% | +1042.59% | Add |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +246.15% | Add |
| 6 | AAPL | Apple Inc | +0.6% | +277.21% | Add |
| 7 | MA | Mastercard Inc - A | +0.5% | +1434.07% | Add |
| 8 | V | Visa Inc-class A Shares | +0.5% | +1206.62% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +331.62% | Add |
| 10 | NXTG | First Trust Indxx Nextg ETF | +0.1% | +174.80% | Add |
| 11 | BOTZ | Global X Robotics & Artifici | 0% | +194.91% | Add |
| 12 | HTEC | Robo Global Healthcare Tech | 0% | +198.86% | Add |
| 13 | BUG | Global X Cybersecurity ETF | 0% | +185.16% | Add |
| 14 | FINX | Global X Fintech ETF | 0% | +192.87% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | — | +69.34% | Add |
| 16 | BLOK | Amplify Blockchain Tech ETF | 0% | +94.36% | Add |
| 17 | RH | Rh | 0% | +78.51% | Add |
| 18 | APLSUSD | Apellis Pharmaceuticals Inc | 0% | — | Unchanged |
| 19 | XLV | Ss Health Care Select Sector | 0% | +46.95% | Add |
| 20 | EWZ | Ishares Msci Brazil ETF | 0% | — | Unchanged |
| 21 | GFI | Gold Fields Ltd-spons Adr | 0% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | 0% | +86.73% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +44.24% | Add |
| 24 | WMT | Walmart Inc | 0% | +2.40% | Add |
| 25 | KO | Coca-cola Co/the | 0% | +0.07% | Add |
| 26 | PEJ | Invesco Leisure & Entertainm | 0% | -6.28% | Trim |
| 27 | LRCX | Lam Research CORP | 0% | -13.26% | Trim |
| 28 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | 0% | — | Unchanged |
| 32 | SPG | Simon Property Group Inc | 0% | — | Unchanged |
| 33 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 34 | VFLO | Victoryshares Free Cash Flow | 0% | — | Unchanged |
| 35 | EPHE | Ishares Msci Philippines ETF | 0% | — | Unchanged |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +64.35% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | +43.47% | Add |
| 38 | SNEX | Stonex Group Inc | 0% | +50.00% | Add |
| 39 | KLAC | Kla CORP | 0% | -22.58% | Trim |
| 40 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 41 | DRIV | Global X Autonomous&elec-etf | 0% | — | Unchanged |
| 42 | MU | Micron Technology Inc | 0% | -12.96% | Trim |
| 43 | ITA | Ishares U.s. Aerospace & Def | 0% | — | Unchanged |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | Unchanged |
| 45 | IEUR | Ishares Core Msci Europe ETF | 0% | — | Unchanged |
| 46 | RSPH | Invesco S&p 500 Equal Weight | 0% | +76.20% | Add |
| 47 | TSLA | Tesla Inc | 0% | +47.05% | Add |
| 48 | KKR | Kkr & Co Inc | 0% | -2.73% | Trim |
| 49 | BX | Blackstone Inc | 0% | +10.06% | Add |
| 50 | ABNB | Airbnb Inc-class A | 0% | — | Unchanged |
According to official SEC Form 13F filings, Stelac Advisory Services LLC reported a total U.S. public equity portfolio value of $536.6M across 163 disclosed positions in Q1 2026.
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, NVDA, FSUN) accounted for 22.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FSUN
市值: $22.7M
Top Position Liquidated / Trimmed
KWEB
前期市值: $4.5M
During Q1 2026, Stelac Advisory Services LLC's top holdings by market value included GOOGL (7.8%)、NVDA (5.1%)、FSUN (4.6%). The largest single position, GOOGL, represented 7.8% of total portfolio value.
In Q1 2026, Stelac Advisory Services LLC made 142 total portfolio adjustments, initiating 59 new buys, adding to 61 positions, trimming 13 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.