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CIK: 0001760540
Total reported value
$1.7B
$1.7B
265 檔
22.9%
During the Q3 2025 filing period, Strategic Investment Advisors / MI (CIK: 0001760540) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 265 reported positions.
In Q3 2025, Strategic Investment Advisors / MI adopted a defensive or profit-taking posture, trimming 104 positions and completely liquidating 26 holdings to manage risk exposure.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.01% | +1.97% | -62.51% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.76% | +0.38% | -99.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.68% | -0.12% | -1.13% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.57% | +0.15% | -25.61% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.43% | +0.51% | -99.97% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.12% | +0.03% | -100.00% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.12% | -0.09% | -0.67% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.64% | +0.54% | +14.39% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.14% | -0.06% | -99.96% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.80% | -0.05% | -4.96% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.66% | +0.08% | -99.93% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.65% | — | -70.96% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.03% | -9.22% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.62% | +0.31% | +0.13% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.16% | -2.10% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.52% | -0.07% | -4.38% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.47% | -0.82% | EXIT | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.47% | -0.13% | -98.65% | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.35% | -0.28% | -3.02% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.28% | -0.27% | -99.97% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.25% | +0.07% | -11.74% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.19% | -0.19% | -99.98% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.14% | -0.02% | +17808.80% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.14% | -0.06% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.05% | -5.03% | |
| 26 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.07% | -0.16% | -99.47% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.99% | +0.45% | -83.32% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.98% | -0.15% | +6.68% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.87% | -0.11% | -3.31% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.01% | -15.20% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.10% | -9.33% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.75% | +0.06% | -99.36% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | +0.13% | +274.04% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | +0.07% | +352.12% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.02% | -7.64% | |
| 36 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.61% | +0.05% | -99.98% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | -6.31% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | — | +600.42% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.17% | +1.51% | |
| 40 | SYF | Synchrony Financial | Stock-Financials | 0.46% | -0.03% | +43.23% | |
| 41 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.44% | -0.15% | +5.28% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.43% | +0.02% | — | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.43% | -0.05% | +0.79% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.37% | +0.03% | -99.24% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | -0.08% | -38.49% | |
| 46 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.36% | -0.05% | +107.12% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.34% | -0.03% | -3.25% | |
| 48 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.33% | -0.10% | -3.87% | |
| 49 | VST | Vistra CORP | Stock-Utilities | 0.31% | — | -7.23% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.05% | -19.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.8% | -62.51% | Trim |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +1.6% | -99.86% | Trim |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +1% | -99.97% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | +0.7% | +14.39% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.5% | -25.61% | Trim |
| 6 | NVDA | Nvidia CORP | +0.3% | -9.22% | Trim |
| 7 | VXF | Vanguard Extended Market ETF | +0.3% | +0.13% | Add |
| 8 | USIG | Ishares Broad Usd Investment | +0.3% | -99.47% | Trim |
| 9 | AVGO | Broadcom Inc | +0.2% | -15.20% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.03% | Trim |
| 11 | EWC | Ishares Msci Canada ETF | +0.1% | -99.98% | Trim |
| 12 | SYF | Synchrony Financial | +0.1% | +43.23% | Add |
| 13 | FOXA | Fox CORP - Class A | +0.1% | +5.28% | Add |
| 14 | UTHR | United Therapeutics CORP | +0.1% | -3.87% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | -2.10% | Trim |
| 16 | GOVT | Ishares US Treasury Bond ETF | +0.1% | -99.98% | Trim |
| 17 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +74.55% | Add |
| 18 | EXEL | Exelixis Inc | +0.1% | +486.61% | Add |
| 19 | VBR | Vanguard Small-cap Value ETF | +0.1% | -70.96% | Trim |
| 20 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -4.38% | Add |
| 21 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -99.36% | Trim |
| 22 | TSLA | Tesla Inc | +0.1% | -13.06% | Trim |
| 23 | KGC | Kinross Gold CORP | +0.1% | -5.42% | Add |
| 24 | SONY | Sony Group CORP - Sp Adr | +0.1% | -5.43% | Add |
| 25 | VST | Vistra CORP | 0% | -7.23% | Trim |
| 26 | LRCX | Lam Research CORP | 0% | -8.89% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.45% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | 0% | -7.76% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +1936.03% | Add |
| 30 | VO | Vanguard Mid-cap ETF | 0% | +352.12% | Add |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -99.24% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +24.19% | Add |
| 33 | ANET | Arista Networks Inc | 0% | -1.19% | Trim |
| 34 | ALL | Allstate CORP | 0% | +101.10% | Add |
| 35 | CAT | Caterpillar Inc | 0% | -1.16% | Add |
| 36 | GILD | Gilead Sciences Inc | 0% | -10.14% | Add |
| 37 | NFLX | Netflix Inc | 0% | -9.82% | Add |
| 38 | ACN | Accenture plc | 0% | +6.80% | Add |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +107.12% | Add |
| 40 | KLAC | Kla CORP | 0% | -12.78% | Trim |
| 41 | IQV | Iqvia Holdings Inc | 0% | -5.96% | Add |
| 42 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.00% | Add |
| 43 | VRT | Vertiv Holdings Co-a | 0% | -22.48% | Trim |
| 44 | IBM | Intl Business Machines CORP | 0% | +16.09% | Add |
| 45 | MGV | Vanguard Mega Cap Value ETF | — | -100.00% | Trim |
| 46 | VMBS | Vanguard Mortgage-backed Sec | — | +6.68% | Add |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | -99.91% | Trim |
| 48 | CFG | Citizens Financial Group | — | -3.79% | Trim |
| 49 | ORCL | Oracle CORP | — | +37.82% | Trim |
| 50 | EFA | Ishares Msci Eafe ETF | — | +1027.83% | Add |
According to official SEC Form 13F filings, Strategic Investment Advisors / MI reported a total U.S. public equity portfolio value of $1.7B across 265 disclosed positions in Q3 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 VOO, MGK, VEA) accounted for 22.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
CWB
市值: $12.1M
Top Position Liquidated / Trimmed
AFL
前期市值: $1.9M
During Q3 2025, Strategic Investment Advisors / MI's top holdings by market value included VOO (12.0%)、MGK (6.8%)、VEA (5.7%). The largest single position, VOO, represented 12.0% of total portfolio value.
In Q3 2025, Strategic Investment Advisors / MI made 200 total portfolio adjustments, initiating 36 new buys, adding to 34 positions, trimming 104 holdings, and fully liquidating 26 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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