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CIK: 0002114344
Total reported value
$141.2M
$141.2M
36 檔
70.1%
As reported in its official Q4 2025 Form 13F filing, Strategic Advisory Partners, LLC's tracked investment portfolio stood at $141.2M with 36 total positions.
During Q4 2025, Strategic Advisory Partners, 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 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.77% | +3.50% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 27.44% | -1.98% | — | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 7.14% | +0.30% | — | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.52% | -0.12% | — | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 5.21% | -0.25% | — | |
| 6 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.09% | -0.43% | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 1.50% | +0.05% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.01% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.25% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.11% | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | +0.05% | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.01% | — | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | -0.04% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.06% | — | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.58% | -0.10% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.05% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.01% | — | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.46% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | — | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | -0.01% | — | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.30% | +0.01% | — | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.28% | -0.04% | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | -0.01% | — | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.27% | -0.03% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | -0.01% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.02% | — | |
| 29 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.23% | -0.02% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | — | — | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.20% | -0.02% | — | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.19% | -0.02% | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.05% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | — | |
| 35 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.17% | +0.02% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | — | — |
According to official SEC Form 13F filings, Strategic Advisory Partners, LLC reported a total U.S. public equity portfolio value of $141.2M across 36 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, XLV) accounted for 70.1% of total reported equity market value during Q4 2025.
During Q4 2025, Strategic Advisory Partners, LLC's top holdings by market value included VOO (35.8%)、BND (27.4%)、XLV (7.1%). The largest single position, VOO, represented 35.8% of total portfolio value.
In Q4 2025, Strategic Advisory Partners, 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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