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CIK: 0001760540
Total reported value
$1.7B
$1.7B
386 檔
27.3%
In Q1 2026, Strategic Investment Advisors / MI's U.S. equity holdings reached a combined market value of $1.7B, distributed across 386 disclosed stock positions.
In Q1 2026, Strategic Investment Advisors / MI displayed an active expansion posture, initiating 61 new positions and adding to 122 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 386 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.05% | +1.97% | +17.38% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.97% | +0.38% | +27.44% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.07% | +0.51% | +12.20% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.58% | -0.12% | +2.05% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.52% | +0.15% | +20.32% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.35% | +0.03% | +30.89% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.49% | -0.09% | +9.37% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.54% | +0.54% | +14.09% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.51% | -0.48% | +35.73% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.83% | +0.45% | +82.03% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.77% | -0.05% | +36.04% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.69% | -0.06% | +6.89% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.68% | -0.19% | +80.27% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.65% | -0.28% | +22.25% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.58% | — | +19.46% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.57% | -0.27% | +21.14% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.53% | -0.07% | +23.98% | |
| 18 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.51% | -0.16% | +82.48% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.45% | +0.31% | +12.99% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.03% | +29.02% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.37% | +0.08% | +5.10% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.30% | -0.15% | +72.22% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.06% | +0.07% | +25.38% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.16% | +27.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.05% | +23.31% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.88% | +0.02% | +171.59% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.87% | -0.11% | +38.77% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.84% | -0.13% | +4.17% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.82% | -0.82% | EXIT | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.78% | +0.06% | +34.15% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.67% | -0.06% | +8.49% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.10% | +9.59% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.66% | -0.13% | +11.39% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.01% | +21.38% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.61% | +0.05% | +14.52% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.10% | +31.31% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.02% | +21.73% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.50% | +0.13% | -1.45% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.08% | +79.73% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | +0.07% | -11.81% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.47% | -0.05% | +71.68% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.02% | +18.89% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.17% | +19.63% | |
| 44 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.40% | -0.10% | +20.54% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.37% | -0.05% | +15.87% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.37% | -0.11% | +19.07% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | — | -2.11% | |
| 48 | SYF | Synchrony Financial | Stock-Financials | 0.36% | -0.03% | +19.00% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.35% | +0.03% | +13.95% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | -0.09% | +41.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +0.6% | +82.03% | Add |
| 2 | GOVT | Ishares US Treasury Bond ETF | +0.5% | +80.27% | Add |
| 3 | USIG | Ishares Broad Usd Investment | +0.5% | +82.48% | Add |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.5% | +171.59% | Add |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +72.22% | Add |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.3% | +30.89% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +35.73% | Add |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.1% | +79.73% | Add |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +71.68% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +380.57% | Add |
| 11 | AMT | American Tower CORP | +0.1% | +317.11% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +430.35% | Add |
| 13 | VZ | Verizon Communications Inc | +0.1% | +41.08% | Add |
| 14 | PM | Philip Morris International | +0.1% | +329.61% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | +102.20% | Add |
| 16 | BTI | British American Tob-sp Adr | +0.1% | +244.14% | Add |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +38.77% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +106.83% | Add |
| 19 | FANG | Diamondback Energy Inc | +0.1% | +68.96% | Add |
| 20 | VTIP | Vanguard Short-term Tips | +0.1% | +148.26% | Add |
| 21 | UTHR | United Therapeutics CORP | +0.1% | +20.54% | Add |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +68.45% | Add |
| 23 | BLV | Vanguard Long-term Bond ETF | +0.1% | +74.42% | Add |
| 24 | BIV | Vanguard Intermediate-term B | +0.1% | +73.33% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +73.63% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +141.70% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +81.49% | Add |
| 28 | PPL | Ppl CORP | +0.1% | +256.51% | Add |
| 29 | DUK | Duke Energy CORP | +0.1% | +390.45% | Add |
| 30 | PHM | Pultegroup Inc | +0.1% | +182.38% | Add |
| 31 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +34.15% | Add |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +52.53% | Add |
| 33 | ORCL | Oracle CORP | +0.1% | +210.05% | Add |
| 34 | LIN | Linde plc | +0.1% | +101.41% | Add |
| 35 | SLB | Slb LTD | +0.1% | +108.27% | Add |
| 36 | VOE | Vanguard Mid-cap Value ETF | 0% | +23.98% | Add |
| 37 | T | At&t Inc | 0% | +19.63% | Add |
| 38 | AMGN | Amgen Inc | 0% | +50.00% | Add |
| 39 | IAGG | Ishares Intl Aggregate Bond | 0% | +135.06% | Add |
| 40 | VRT | Vertiv Holdings Co-a | 0% | +66.88% | Add |
| 41 | RTX | Rtx CORP | 0% | +143.30% | Add |
| 42 | IQV | Iqvia Holdings Inc | 0% | +160.04% | Add |
| 43 | AAPL | Apple Inc | 0% | +36.04% | Add |
| 44 | JNK | Ss Spdr Bb High Yield Bond | 0% | +115.74% | Add |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | +87.20% | Add |
| 46 | DAL | Delta Air Lines Inc | 0% | +113.03% | Add |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | 0% | +60.93% | Add |
| 48 | ALL | Allstate CORP | 0% | +110.04% | Add |
| 49 | WDC | Western Digital CORP | 0% | +73.55% | Add |
| 50 | HD | Home Depot Inc | 0% | +181.38% | 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 386 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, MGK, IEFA) accounted for 27.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
COHR
市值: $3.8M
Top Position Liquidated / Trimmed
VST
前期市值: $1.6M
During Q1 2026, Strategic Investment Advisors / MI's top holdings by market value included VOO (11.1%)、MGK (6.0%)、IEFA (5.1%). The largest single position, VOO, represented 11.1% of total portfolio value.
In Q1 2026, Strategic Investment Advisors / MI made 200 total portfolio adjustments, initiating 61 new buys, adding to 122 positions, trimming 10 holdings, and fully liquidating 7 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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