Institutional Fund
Strategic Advisors LLC
New York, NYCIK 15691195 filings on record
Portfolio Value
$602.16M
Q1 2026
Holdings
183
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-5.7%
from $638.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.0%
- Nvidia Corporation5.6%
- Schwab Strategic Tr4.6%
- Microsoft Corp4.2%
- Amazon Com Inc4.2%
- Alphabet Inc3.7%
- Other69.7%
Portfolio Holdings
183 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 190.3K | $48.30M | 8.0% | −2.1K | Reduced |
| 2 | Nvidia Corporation | 191.9K | $33.47M | 5.6% | −12.3K | Reduced |
| 3 | Schwab Strategic Tr | 1.11M | $27.81M | 4.6% | −3.0K | Reduced |
| 4 | Microsoft Corp | 68.4K | $25.33M | 4.2% | −1.7K | Reduced |
| 5 | Amazon Com Inc | 121.3K | $25.27M | 4.2% | −1.3K | Reduced |
| 6 | Alphabet Inc | 77.5K | $22.29M | 3.7% | −457 | Reduced |
| 7 | Spdr Series Trust | 205.4K | $18.82M | 3.1% | +2.0K | Added |
| 8 | Home Depot Inc | 41.6K | $13.68M | 2.3% | −646 | Reduced |
| 9 | Jpmorgan Chase & Co. | 38.4K | $11.30M | 1.9% | −679 | Reduced |
| 10 | Visa Inc | 33.7K | $10.19M | 1.7% | −146 | Reduced |
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