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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, XLP, XLV, SPLV, and represent 81.68% of Strategic Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: VOO, SCHO, BND, XLP, SGOV, XLV, SPLV, SCHX, SPEM, FLOT.
Started 63 new stock positions in BSV, ESGE, IJT, IXC, FLOT, IWR, IWD, SCHG, EFG, SCHM.
Reduced shares in these 10 stocks: IBB, BIL, QQQ, , , DFAU, VB, VEA, MSFT, IVV.
Sold out of its positions in META, BIL, V.
Strategic Advisory Partners was a net buyer of stock by $9.4M.
Strategic Advisory Partners has $127M in assets under management (AUM), dropping by 5.46%.
Central Index Key (CIK): 0002114344

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Portfolio Holdings for Strategic Advisory Partners

Strategic Advisory Partners holds 96 positions in its portfolio as reported in the March 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)	35.3	$45M	+9%	75k	597.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	27.1	$35M	+4%	468k	73.64	View chart
Select Sector Spdr Tr State Street Con (XLP)	7.0	$8.9M	+7%	109k	81.98	View chart
Select Sector Spdr Tr State Street Hea (XLV)	6.8	$8.7M	+6%	59k	146.61	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	5.4	$6.8M	+6%	93k	73.14	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.3	$2.9M	NEW	120k	24.27	View chart
Ishares Tr Ishares Biotech (IBB)	1.8	$2.3M	-52%	14k	168.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$1.7M	-4%	6.7k	261.93	View chart
Apple (AAPL)	0.9	$1.1M		4.5k	253.78	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$963k		14k	69.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$900k		9.3k	97.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$876k	-24%	1.5k	577.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$853k	-7%	13k	64.08	View chart
Broadcom (AVGO)	0.6	$747k		2.4k	309.52	View chart
Microsoft Corporation (MSFT)	0.6	$709k	-8%	1.9k	370.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$559k	NEW	5.6k	100.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$559k	-5%	1.9k	286.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$543k		14k	38.42	View chart
NVIDIA Corporation (NVDA)	0.4	$516k	-5%	3.0k	174.40	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$379k		4.0k	95.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$338k		14k	24.75	View chart
Amazon (AMZN)	0.3	$331k	-7%	1.6k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$331k	-13%	506.00	653.21	View chart
Lowe's Companies (LOW)	0.3	$322k		1.4k	236.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$314k		5.8k	54.05	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$299k	-5%	4.8k	62.83	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$285k	-13%	615.00	463.44	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$279k		11k	25.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$254k	+7%	2.5k	103.43	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$245k	-30%	5.4k	45.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$225k	-14%	781.00	287.71	View chart
Blackrock (BLK)	0.2	$216k		225.00	961.71	View chart
Williams-Sonoma (WSM)	0.2	$213k		1.2k	182.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$209k	-17%	617.00	337.95	View chart
Tesla Motors (TSLA)	0.2	$201k		541.00	371.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$194k	NEW	7.6k	25.64	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$192k	NEW	4.1k	46.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$191k	NEW	3.7k	50.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$177k	NEW	2.0k	90.53	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$174k	NEW	3.8k	45.65	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$159k	NEW	983.00	161.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$156k	NEW	813.00	191.81	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$154k	NEW	1.2k	132.90	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$135k	NEW	1.4k	100.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$121k	NEW	4.2k	29.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$121k	NEW	3.9k	30.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$116k	NEW	935.00	124.31	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$101k	NEW	2.0k	49.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$92k	NEW	468.00	196.20	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$83k	NEW	1.4k	58.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$77k	NEW	177.00	436.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$75k	NEW	709.00	106.15	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$70k	NEW	1.5k	45.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$67k	NEW	2.3k	29.08	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$66k	NEW	1.3k	50.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$64k	NEW	543.00	118.45	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$60k	NEW	627.00	94.95	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$58k	NEW	987.00	59.19	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$58k	NEW	186.00	313.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$58k	NEW	412.00	141.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$55k	NEW	741.00	74.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$53k	NEW	212.00	248.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$51k	NEW	1.6k	30.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$50k	NEW	539.00	92.74	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$42k	NEW	527.00	79.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$38k	NEW	455.00	82.75	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$36k	NEW	1.1k	32.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$35k	NEW	515.00	67.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$33k	NEW	293.00	111.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$32k	NEW	925.00	35.04	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$29k	NEW	1.3k	21.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$28k	NEW	205.00	138.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$25k	NEW	140.00	181.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$20k	NEW	64.00	318.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$17k	NEW	77.00	213.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$15k	NEW	270.00	56.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$15k	NEW	70.00	217.26	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$12k	NEW	56.00	218.75	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$12k	NEW	149.00	78.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$9.2k	NEW	50.00	184.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$8.5k	NEW	108.00	78.41	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$8.3k	NEW	181.00	45.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$7.9k	NEW	62.00	128.11	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$6.9k	NEW	57.00	121.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$6.1k	NEW	78.00	78.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$5.0k	NEW	44.00	113.11	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$4.8k	NEW	83.00	57.61	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$4.3k	NEW	30.00	144.70	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$3.1k	NEW	33.00	93.94	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$3.1k	NEW	91.00	33.67	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$2.6k	NEW	96.00	26.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.7k	NEW	18.00	97.22	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$661.999800	NEW	6.00	110.33	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$422.000000	NEW	2.00	211.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$177.000000	NEW	2.00	88.50	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$38.000000	NEW	1.00	38.00	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 Q1 filed April 16, 2026
Strategic Advisory Partners 2025 Q4 filed March 3, 2026

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