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CIK: 0002114344
Total reported value
$141.2M
$141.2M
96 檔
73.5%
According to the latest 13F quarterly dataset, Strategic Advisory Partners, LLC managed an equity portfolio of $141.2M at the end of Q1 2026, spanning 96 distinct U.S. exchange-listed positions.
In Q1 2026, Strategic Advisory Partners, LLC displayed an active expansion posture, initiating 63 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 35.34% | +3.50% | +9.36% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 27.13% | -1.98% | +4.85% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 7.02% | -0.12% | +7.45% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 6.83% | +0.30% | +6.48% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 5.37% | -0.25% | +6.12% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.29% | +0.65% | — | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.83% | -0.43% | -52.81% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 1.38% | +0.05% | -4.56% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.01% | -1.28% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.05% | +0.55% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.71% | -0.04% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.25% | -24.18% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.01% | -7.53% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.06% | -1.47% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.11% | -8.68% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.44% | -0.04% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.05% | -5.62% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | -0.10% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.01% | -5.89% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.30% | -0.01% | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | -0.01% | +0.10% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | -7.46% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.01% | -13.95% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.25% | -0.04% | -1.87% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.01% | -0.57% | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.24% | -0.03% | -5.50% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.22% | +0.01% | -13.99% | |
| 28 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.22% | -0.02% | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.20% | -0.02% | +7.82% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.19% | +0.01% | -30.45% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -14.92% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.17% | -0.02% | — | |
| 33 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.17% | +0.02% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.16% | +0.05% | -17.95% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -0.92% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.15% | +0.01% | — | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.15% | — | — | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.15% | -0.15% | EXIT | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.14% | -0.14% | EXIT | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.14% | -0.14% | EXIT | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.13% | -0.13% | EXIT | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.12% | -0.12% | EXIT | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | +0.04% | — | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.11% | -0.11% | EXIT | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | -0.10% | EXIT | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.09% | -0.09% | EXIT | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.09% | -0.09% | EXIT | |
| 48 | XLB | Ss Materials Select Sector | ETF-Other | 0.08% | -0.08% | EXIT | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.07% | -0.07% | EXIT |
According to official SEC Form 13F filings, Strategic Advisory Partners, LLC reported a total U.S. public equity portfolio value of $141.2M across 96 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 VOO, BND, XLP) accounted for 73.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHO
市值: $2.9M
Top Position Liquidated / Trimmed
BIL
前期市值: $559.8K
During Q1 2026, Strategic Advisory Partners, LLC's top holdings by market value included VOO (35.3%)、BND (27.1%)、XLP (7.0%). The largest single position, VOO, represented 35.3% of total portfolio value.
In Q1 2026, Strategic Advisory Partners, LLC made 93 total portfolio adjustments, initiating 63 new buys, adding to 8 positions, trimming 19 holdings, and fully liquidating 3 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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