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Strategic Advisory Partners

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

Top 5 stock holdings are VOO, BND, XLV, XLP, SPLV, and represent 83.14% of Strategic Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: VOO, SCHO, BND, XLP, XLV, LRCX, SPLV, SPY, QQQ, EDIT.
Started 3 new stock positions in SPY, LRCX, EDIT.
Reduced shares in these 10 stocks: IBB, , , , , QUAL, , SCHG, SCHM, IJR.
Sold out of its positions in DIHP, DFIS, DFSV, OEF, EEM, IVW, IXC, IVE, IWP, IWR.
Strategic Advisory Partners was a net buyer of stock by $4.3M.
Strategic Advisory Partners has $141M in assets under management (AUM), dropping by 11.09%.
Central Index Key (CIK): 0002114344

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Portfolio Holdings for Strategic Advisory Partners

Strategic Advisory Partners holds 41 positions in its portfolio as reported in the June 2026 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)	38.8	$55M	+6%	80k	686.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	25.1	$36M	+3%	484k	73.41	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	7.1	$10M	+7%	63k	158.66	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	6.9	$9.7M	+7%	117k	83.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	5.1	$7.2M	+3%	97k	74.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.9	$4.2M	+43%	172k	24.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$2.0M		6.7k	303.13	View chart
Ishares Tr Ishares Biotech (IBB)	1.4	$2.0M	-24%	10k	190.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.3M	+18%	1.8k	736.40	View chart
Apple (AAPL)	0.9	$1.3M		4.4k	289.35	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.1M		14k	82.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$942k	-2%	9.1k	103.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$927k	-2%	13k	71.25	View chart
Broadcom (AVGO)	0.6	$912k		2.4k	377.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$688k		1.9k	353.33	View chart
Microsoft Corporation (MSFT)	0.5	$639k	-10%	1.7k	373.02	View chart
NVIDIA Corporation (NVDA)	0.4	$592k		3.0k	200.08	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$559k		5.6k	100.67	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$471k		14k	33.29	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$408k		4.0k	102.81	View chart
Lam Research Corp Com New (LRCX)	0.3	$381k	NEW	879.00	433.33	View chart
Amazon (AMZN)	0.3	$379k		1.6k	238.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$376k		502.00	748.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$367k	-2%	13k	27.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$334k	-3%	5.6k	59.69	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$322k		616.00	522.00	View chart
Lowe's Companies (LOW)	0.2	$301k		1.4k	220.49	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$299k		4.8k	62.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$295k		617.00	477.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$281k		5.4k	51.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$279k		781.00	357.57	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$278k		11k	24.99	View chart
Williams-Sonoma (WSM)	0.2	$273k		1.2k	233.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$251k		2.5k	102.16	View chart
Tesla Motors (TSLA)	0.2	$232k	+2%	552.00	420.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$226k	NEW	303.00	747.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$222k		7.6k	29.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$221k		1.2k	190.52	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$211k		4.1k	51.78	View chart
Blackrock (BLK)	0.1	$211k	-2%	219.00	961.56	View chart
Editas Medicine (EDIT)	0.0	$49k	NEW	15k	3.24	View chart

Past Filings by Strategic Advisory Partners

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

Strategic Advisory Partners 2026 Q2 filed Aug. 10, 2026
Strategic Advisory Partners 2026 Q1 filed April 16, 2026
Strategic Advisory Partners 2025 Q4 filed March 3, 2026

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