SA

Stelac Advisory Services LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$494.3M

Reporting period: 2026-03-31 · Number of holdings: 163

Stelac Advisory Services LLC disclosed 163 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $494.3M and a quarterly turnover rate of 61.6%.

Personality snowflake

Concentration
9.72
Portfolio Stability
61.62
Momentum/Contrarian
100
Sector conviction
54.36
Diversification
100
Sizing Uniformity
82.74

Recent moves

  • Trim PLD

    -10.9%　-$1.4M

  • Add AMZN

    +1361.8%　$12.7M

  • Trim GOOGL

    +50.3%　$10.6M

  • Trim CRWD

    +0.1%　-$1.3M

  • Add AMAT

    +4884.0%　$7.3M

  • Trim VGK

    +35.2%　$5.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GOOGLAlphabet Inc-cl AStock-Comm Services7.77%-2.07%+50.29%
2NVDANvidia CORPStock-Tech5.13%-0.02%+86.73%
3FSUNFirstsun Capital BancorpStock-Other4.60%+4.60%NEW
4VGKVanguard Ftse Europe ETFETF-Other4.09%-1.28%+35.17%
5PLDPrologis INCStock-Real Estate3.28%-2.92%-10.91%
6MSFTMicrosoft CORPStock-Tech3.14%-0.16%+117.31%
7SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.09%—+4.27%
8VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.83%—+5.05%
9AMZNAmazon.com INCStock-Consumer Disc2.79%+2.42%+1361.76%
10BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds2.70%+2.70%NEW
11LLYEli Lilly & CoStock-Healthcare2.67%-1.23%+40.22%
12VRTVertiv Holdings Co-aStock-Industrials2.12%+2.12%NEW
13UPSUnited Parcel Service-cl BStock-Industrials1.88%——
14RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.75%—+5.23%
15BRK-BBerkshire Hathaway Inc-cl BStock-Other1.72%-0.57%+37.59%
16DVYIshares Select Dividend ETFETF-Other1.63%-0.65%+16.33%
17LULULululemon Athletica INCStock-Consumer Disc1.62%—+49.42%
18BABAAlibaba Group Holding-sp AdrStock-Consumer Disc1.51%—+31.69%
19JEPIJpmorgan Equity Premium IncoETF-Other1.51%+0.73%+246.15%
20AMATApplied Materials INCStock-Tech1.50%+1.46%+4884.04%
21PHParker Hannifin CORPStock-Industrials1.42%+1.42%NEW
22TIPIshares Tips Bond ETFETF-Other1.40%—+10.81%
23CRWDCrowdstrike Holdings INC - AStock-Tech1.37%-1.49%+0.09%
24EPIWisdomtree India EarningsETF-Other1.32%+1.32%NEW
25VCITVanguard Int-term CorporateETF-Corp Bonds1.26%—+7.69%
26EWJIshares Msci Japan ETFETF-Other1.24%-0.11%+52.40%
27TSMTaiwan Semiconductor-sp AdrStock-Tech1.22%+1.14%+2184.77%
28AVGOBroadcom INCStock-Tech1.21%+1.00%+1042.59%
29EEMIshares Msci Emerging MarketETF-Emerging Markets1.16%-0.21%+42.55%
30AAPLApple INCStock-Tech1.11%+0.56%+277.21%
31UNHUnitedhealth Group INCStock-Healthcare1.03%-1.14%+0.85%
32MRKMerck & Co. INC.Stock-Healthcare0.93%+0.93%NEW
33APOApollo Global Management INCStock-Financials0.91%-1.18%-1.35%
34RIORio Tinto Plc-spon AdrStock-Materials0.90%+0.90%NEW
35AMPAmeriprise Financial INCStock-Financials0.87%+0.87%NEW
36IGFIshares Global InfrastructurETF-Other0.81%—+4.71%
37DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.78%—-12.31%
38IJHIshares Core S&p Midcap ETFETF-Other0.77%—+69.34%
39RSPHInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.75%-0.04%+76.20%
40ENPHEnphase Energy INCStock-Tech0.75%—-8.06%
41METAMeta Platforms Inc-class AStock-Comm Services0.72%+0.38%+331.62%
42PFEPfizer INCStock-Healthcare0.71%+0.71%NEW
43PLTRPalantir Technologies Inc-aStock-Tech0.67%+0.67%NEW
44BLKBlackrock INCStock-Financials0.60%+0.60%NEW
45VDCVanguard Consumer Staple ETFETF-Other0.58%—+1.04%
46PDDPdd Holdings INCStock-Consumer Disc0.57%+0.57%NEW
47ORCLOracle CORPStock-Tech0.57%+0.57%NEW
48MAMastercard INC - AStock-Financials0.56%+0.49%+1434.07%
49EPPIshares Msci Pacific Ex JapaETF-Other0.55%-0.08%+45.47%
50VVisa Inc-class A SharesStock-Financials0.55%+0.46%+1206.62%
1–50 of 163

Holding changes this quarter

Stelac Advisory Services LLC's most significant position changes for 2026-03-31: New buy: Firstsun Capital Bancorp (FSUN); New buy: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Vertiv Holdings Co-a (VRT); New buy: Parker Hannifin CORP (PH); New buy: Wisdomtree India Earnings (EPI).

Position changes disclosed by Stelac Advisory Services LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AMZNAmazon.com INC+2.4%+1361.76%Add
2AMATApplied Materials INC+1.5%+4884.04%Add
3TSMTaiwan Semiconductor-sp Adr+1.1%+2184.77%Add
4AVGOBroadcom INC+1%+1042.59%Add
5JEPIJpmorgan Equity Premium Inco+0.7%+246.15%Add
6AAPLApple INC+0.6%+277.21%Add
7MAMastercard INC - A+0.5%+1434.07%Add
8VVisa Inc-class A Shares+0.5%+1206.62%Add
9METAMeta Platforms Inc-class A+0.4%+331.62%Add
10IJHIshares Core S&p Midcap ETF—+69.34%Add
11NVDANvidia CORP0%+86.73%Add
12RSPHInvesco S&p 500 Equal Weight0%+76.20%Add
13EPPIshares Msci Pacific Ex Japa-0.1%+45.47%Add
14EWJIshares Msci Japan ETF-0.1%+52.40%Add
15MSFTMicrosoft CORP-0.2%+117.31%Add
16EEMIshares Msci Emerging Market-0.2%+42.55%Add
17BRK-BBerkshire Hathaway Inc-cl B-0.6%+37.59%Add
18DVYIshares Select Dividend ETF-0.7%+16.33%Add
19UNHUnitedhealth Group INC-1.1%+0.85%Add
20APOApollo Global Management INC-1.2%-1.35%Trim
21LLYEli Lilly & Co-1.2%+40.22%Add
22VGKVanguard Ftse Europe ETF-1.3%+35.17%Add
23CRWDCrowdstrike Holdings INC - A-1.5%+0.09%Add
24GOOGLAlphabet Inc-cl A-2.1%+50.29%Add
25PLDPrologis INC-2.9%-10.91%Trim
26FSUNFirstsun Capital Bancorp—NEWNew buy
27BILSs Spdr Bb 1-3m T-bill ETF—NEWNew buy
28VRTVertiv Holdings Co-a—NEWNew buy
29PHParker Hannifin CORP—NEWNew buy
30EPIWisdomtree India Earnings—NEWNew buy
31MRKMerck & Co. INC.—NEWNew buy
32KWEBKranesh Csi China Internet—EXITSold out
33RIORio Tinto Plc-spon Adr—NEWNew buy
34AMPAmeriprise Financial INC—NEWNew buy
35PFEPfizer INC—NEWNew buy
36PLTRPalantir Technologies Inc-a—NEWNew buy
37BLKBlackrock INC—NEWNew buy
38PDDPdd Holdings INC—NEWNew buy
39ORCLOracle CORP—NEWNew buy
40SNYSanofi-adr—NEWNew buy
41NKENike INC -cl B—NEWNew buy
42QCOMQualcomm INC—NEWNew buy
43NFLXNetflix INC—NEWNew buy
44ADBEAdobe INC—NEWNew buy
45FTNTFortinet INC—NEWNew buy
46ABTAbbott Laboratories—NEWNew buy
47NVONovo-nordisk A/s-spons Adr—NEWNew buy
48ZTSZoetis INC—NEWNew buy
49FISVFiserv INC—NEWNew buy
50IGSBIshares 1-5y Inv Grade CORP—NEWNew buy

FAQ

What is Stelac Advisory Services LLC and what type of investor is it?
Stelac Advisory Services LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $494.3M, spread across 163 disclosed positions.
What are Stelac Advisory Services LLC's largest equity positions?
Based on the latest 13F filing, Stelac Advisory Services LLC's top holdings by market value are: 1. Alphabet Inc-cl A (GOOGL) — $38.4M (7.8%) 2. Nvidia CORP (NVDA) — $25.4M (5.1%) 3. Firstsun Capital Bancorp (FSUN) — $22.7M (4.6%) 4. Vanguard Ftse Europe ETF (VGK) — $20.2M (4.1%) 5. Prologis INC (PLD) — $16.2M (3.3%)
What changes did Stelac Advisory Services LLC make in its most recent portfolio filing?
In the latest reported quarter, Stelac Advisory Services LLC made 50 notable position adjustments: 24 new positions were initiated, 23 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Firstsun Capital Bancorp (FSUN); New buy: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Vertiv Holdings Co-a (VRT); New buy: Parker Hannifin CORP (PH); New buy: Wisdomtree India Earnings (EPI)
What sectors does Stelac Advisory Services LLC focus on?
Stelac Advisory Services LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.9% • Communication Services: 16.1% • Consumer Discretionary: 12.7% • Health Care: 12.3% • Financials: 9.6% • Industrials: 9.5%