Strategic Advisory Partners

Latest statistics and disclosures from Strategic Advisory Partners's latest quarterly 13F-HR filing:

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Positions held by Strategic Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Strategic Advisory Partners

Strategic Advisory Partners holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 35.8 $43M 69k 627.13
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 27.4 $33M 447k 74.07
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Select Sector Spdr Tr State Street Hea (XLV) 7.1 $8.6M 56k 154.80
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Select Sector Spdr Tr State Street Con (XLP) 6.5 $7.9M 101k 77.68
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 5.2 $6.3M 88k 71.42
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Ishares Tr Ishares Biotech (IBB) 4.1 $4.9M 29k 168.77
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Vanguard Index Fds Small Cp Etf (VB) 1.5 $1.8M 7.0k 257.96
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Apple (AAPL) 1.0 $1.2M 4.5k 271.84
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.2M 2.0k 614.31
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Microsoft Corporation (MSFT) 0.8 $1.0M 2.1k 483.69
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Ishares Core Msci Emkt (IEMG) 0.8 $923k 14k 67.22
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $899k 14k 62.47
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $890k 9.3k 96.03
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Broadcom (AVGO) 0.7 $848k 2.5k 346.11
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $702k 14k 49.65
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Alphabet Cap Stk Cl C (GOOG) 0.5 $647k 2.1k 313.80
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NVIDIA Corporation (NVDA) 0.5 $586k 3.1k 186.50
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Spdr Series Trust State Street Spd (BIL) 0.5 $560k 6.1k 91.38
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $403k 588.00 684.94
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Amazon (AMZN) 0.3 $396k 1.7k 230.82
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $377k 4.0k 95.09
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $365k 7.8k 46.80
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $344k 715.00 480.63
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Lowe's Companies (LOW) 0.3 $335k 1.4k 241.16
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $328k 14k 24.04
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Vanguard World Esg Us Corp Bd (VCEB) 0.3 $321k 5.0k 63.63
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $314k 5.8k 53.76
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $287k 918.00 313.12
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $281k 11k 25.24
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Tesla Motors (TSLA) 0.2 $246k 546.00 449.72
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Blackrock (BLK) 0.2 $241k 225.00 1070.34
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $233k 2.3k 102.39
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $229k 752.00 303.89
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Meta Platforms Cl A (META) 0.2 $211k 319.00 660.15
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Williams-Sonoma (WSM) 0.2 $209k 1.2k 178.59
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Visa Com Cl A (V) 0.2 $203k 580.00 350.71
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Past Filings by Strategic Advisory Partners

SEC 13F filings are viewable for Strategic Advisory Partners going back to 2025