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: 0001295044
Total reported value
$767.5M
$767.5M
37 檔
46.2%
The Q4 2025 SEC filing reveals that Strategic Point Investment Advisors, LLC held a total portfolio value of $767.5M, covering 37 public equity positions.
In Q4 2025, Strategic Point Investment Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.47% | +0.37% | -2.82% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 10.15% | -0.81% | +3.36% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.98% | +0.65% | +4.30% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.30% | +0.37% | +1.46% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.09% | -0.13% | +1.59% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.39% | +0.39% | +1.44% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 5.99% | -1.39% | +1.10% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.71% | -0.37% | +4.12% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 4.59% | +1.34% | +100.62% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.49% | -0.31% | +3.69% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.14% | -0.18% | +1.77% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.03% | — | +4.14% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.94% | +0.12% | +2.62% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.09% | +0.71% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.48% | +0.01% | +2.32% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 2.43% | +0.11% | +1.79% | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.33% | +0.01% | +3.09% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.08% | -0.23% | +2.90% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.04% | +0.07% | -1.97% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.01% | +0.15% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | -0.05% | +0.30% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.40% | +0.02% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.01% | — | |
| 24 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.28% | — | -0.45% | |
| 25 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.27% | -0.02% | +0.75% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.26% | +0.01% | -1.21% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.14% | — | +0.26% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.01% | -0.47% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.05% | +0.01% | -1.39% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.04% | — | -8.28% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.04% | -0.01% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.03% | +0.04% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.03% | — | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.03% | — | -10.65% | |
| 37 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.03% | — | — |
According to official SEC Form 13F filings, Strategic Point Investment Advisors, LLC reported a total U.S. public equity portfolio value of $767.5M across 37 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 SPY, IEI, IVV) accounted for 46.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
LLY
市值: $277.3K
Top Position Liquidated / Trimmed
SPY
前期市值: $105.2M
During Q4 2025, Strategic Point Investment Advisors, LLC's top holdings by market value included SPY (14.5%)、IEI (10.2%)、IVV (10.0%). The largest single position, SPY, represented 14.5% of total portfolio value.
In Q4 2025, Strategic Point Investment Advisors, LLC made 32 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 8 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.
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.