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: 0001569119
Total reported value
$457.2M
$457.2M
180 檔
39.8%
As reported in its official Q4 2025 Form 13F filing, Strategic Advisors LLC's tracked investment portfolio stood at $457.2M with 180 total positions.
Strategic Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 11 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.19% | +2.56% | -5.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.97% | -1.85% | +4.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.31% | +0.61% | -1.52% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.56% | +1.85% | -2.01% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.43% | +0.45% | -1.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.82% | +2.10% | -1.91% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.91% | +1.20% | +0.11% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.28% | -0.09% | -1.38% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.85% | +0.89% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | +0.85% | +0.73% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | -1.15% | -0.03% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.69% | +0.78% | -2.31% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | +0.23% | +4.40% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.83% | +8.35% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.50% | -0.95% | -1.24% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.35% | +0.73% | +0.48% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.24% | -1.21% | -0.55% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.23% | +0.33% | -1.14% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.65% | -1.13% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | +0.36% | -0.71% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | -0.04% | +5.62% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.86% | -3.87% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.10% | -0.34% | -12.66% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.37% | +70.22% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.03% | +0.19% | +5.18% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.02% | -0.91% | -9.40% | |
| 27 | DTE | Dte Energy Company | Stock-Utilities | 0.98% | -1.11% | — | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.97% | -0.45% | +5.45% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | -1.04% | EXIT | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.82% | +0.66% | +16.73% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.81% | +0.35% | -1.24% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.79% | -0.96% | EXIT | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.74% | -1.02% | EXIT | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.73% | -0.53% | EXIT | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.66% | +132.02% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | -0.83% | EXIT | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.63% | -0.55% | +380.36% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.62% | -0.53% | -0.89% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.62% | -0.76% | +218.87% | |
| 40 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.58% | -0.26% | EXIT | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | -0.22% | +3.12% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.27% | +15.41% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | -0.65% | EXIT | |
| 44 | SNPS | Synopsys Inc | Stock-Tech | 0.53% | -0.46% | EXIT | |
| 45 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.52% | -0.45% | EXIT | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.52% | +0.02% | -1.65% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | +0.16% | +0.23% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.50% | -0.31% | +0.20% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.49% | +0.24% | -0.44% | |
| 50 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.49% | -0.45% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.91% | Trim |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +305.29% | Add |
| 3 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +435.36% | Add |
| 4 | VBR | Vanguard Small-cap Value ETF | +0.5% | +218.27% | Add |
| 5 | VOE | Vanguard Mid-cap Value ETF | +0.4% | +218.87% | Add |
| 6 | COST | Costco Wholesale CORP | +0.4% | +70.22% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +553.66% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | +5.45% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +8.35% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | +4.44% | Add |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +16.73% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +4.02% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +0.48% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +3.12% | Add |
| 15 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +44.73% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +132.02% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +5.62% | Add |
| 18 | PH | Parker Hannifin CORP | +0.1% | -1.24% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +15.41% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +0.23% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | -1.00% | Trim |
| 22 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -0.89% | Trim |
| 23 | ASML | ASML Holding N.V. | +0.1% | +0.04% | Add |
| 24 | CRM | Salesforce Inc | +0.1% | +2.83% | Add |
| 25 | LH | Labcorp Holdings Inc | +0.1% | +70.15% | Add |
| 26 | GEHC | GE Healthcare Technology | +0.1% | +13.31% | Add |
| 27 | SHOP | Shopify Inc - Class A | 0% | +0.04% | Add |
| 28 | MS | Morgan Stanley | 0% | +0.20% | Add |
| 29 | DHR | Danaher CORP | 0% | -1.20% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.31% | Add |
| 31 | XOM | Exxon Mobil CORP | 0% | +6.20% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +6.24% | Add |
| 33 | ANET | Arista Networks Inc | 0% | +22.10% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | +3.57% | Add |
| 35 | JEPQ | JPM Nasdaq Equity Premium | 0% | +41.50% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +0.73% | Add |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | -3.32% | Trim |
| 38 | CEG | Constellation Energy | 0% | -0.44% | Trim |
| 39 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 40 | WMT | Walmart Inc | 0% | +5.83% | Add |
| 41 | JEPI | Jpmorgan Equity Premium Inco | 0% | +16.34% | Add |
| 42 | GEV | GE Vernova Inc | 0% | +33.33% | Add |
| 43 | XLV | Ss Health Care Select Sector | 0% | +12.91% | Add |
| 44 | NUE | Nucor CORP | 0% | -0.59% | Trim |
| 45 | AMD | Advanced Micro Devices | 0% | +0.08% | Add |
| 46 | MCK | Mckesson CORP | 0% | +22.00% | Add |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +0.89% | Add |
| 48 | AXP | American Express Co | 0% | -4.29% | Trim |
| 49 | CFG | Citizens Financial Group | 0% | — | Unchanged |
| 50 | BAC | Bank Of America CORP | 0% | +0.14% | Add |
According to official SEC Form 13F filings, Strategic Advisors LLC reported a total U.S. public equity portfolio value of $457.2M across 180 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 AAPL, NVDA, MSFT) accounted for 39.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $3.1M
Top Position Liquidated / Trimmed
UL
前期市值: $3.2M
During Q4 2025, Strategic Advisors LLC's top holdings by market value included AAPL (8.2%)、NVDA (6.0%)、MSFT (5.3%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q4 2025, Strategic Advisors LLC made 166 total portfolio adjustments, initiating 6 new buys, adding to 84 positions, trimming 65 holdings, and fully liquidating 11 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.