Strategic Point Investment Advisors

Latest statistics and disclosures from Strategic Point Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, IEI, IVV, ITOT, IVE, and represent 49.40% of Strategic Point Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IVV, IEI, IVE, ITOT, SPSB, VGSH, IWF, SHV, VYMI, FNCL.
  • Started 1 new stock position in VGT.
  • Reduced shares in these 6 stocks: SPY, LLY, VTI, MSFT, AAPL, FTEC.
  • Sold out of its position in LLY.
  • Strategic Point Investment Advisors was a net buyer of stock by $8.2M.
  • Strategic Point Investment Advisors has $696M in assets under management (AUM), dropping by 7.39%.
  • Central Index Key (CIK): 0001295044

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Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.1 $105M 158k 666.18
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Ishares Tr 3 7 Yr Treas Bd (IEI) 10.2 $71M 595k 119.51
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Ishares Tr Core S&p500 Etf (IVV) 9.7 $68M +2% 101k 669.30
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.3 $51M 350k 145.65
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Ishares Tr S&p 500 Val Etf (IVE) 7.1 $49M 238k 206.51
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Ishares Tr Rus 1000 Grw Etf (IWF) 6.5 $45M 96k 468.41
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Ishares Gold Tr Ishares New (IAU) 5.5 $38M 527k 72.77
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Spdr Series Trust Portfolio Short (SPSB) 4.7 $33M +2% 1.1M 30.29
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Select Sector Spdr Tr Technology (XLK) 4.7 $32M 115k 281.86
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.5 $24M +2% 414k 58.85
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Ishares Tr Short Treas Bd (SHV) 3.0 $21M +2% 191k 110.49
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Vanguard Whitehall Fds Intl High Etf (VYMI) 3.0 $21M 248k 84.68
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $20M 104k 194.50
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Ishares Tr Core Msci Eafe (IEFA) 2.8 $20M 226k 87.31
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Select Sector Spdr Tr Indl (XLI) 2.5 $17M 111k 154.23
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Ishares Tr Core Msci Total (IXUS) 2.5 $17M 207k 82.58
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Fidelity Covington Trust Msci Finls Idx (FNCL) 2.3 $16M +2% 210k 76.34
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $15M 152k 96.46
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Ishares Tr Esg Msci Kld 400 (DSI) 1.1 $7.5M 60k 125.95
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $6.8M -2% 21k 328.16
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $4.1M +2% 43k 95.14
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Vanguard World Esg Us Stk Etf (ESGV) 0.4 $2.9M 24k 118.44
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Apple (AAPL) 0.3 $2.0M 7.9k 254.63
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.0M 46k 43.83
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 76k 25.31
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.9M 13k 145.60
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $946k 14k 69.37
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Microsoft Corporation (MSFT) 0.1 $498k -3% 961.00 517.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $385k +7% 642.00 600.37
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $348k 2.9k 120.72
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $322k -2% 1.5k 222.17
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Ishares Tr Tips Bd Etf (TIP) 0.0 $258k 2.3k 111.22
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Coca-Cola Company (KO) 0.0 $224k 3.4k 66.32
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Vanguard World Inf Tech Etf (VGT) 0.0 $221k NEW 296.00 746.63
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Past Filings by Strategic Point Investment Advisors

SEC 13F filings are viewable for Strategic Point Investment Advisors going back to 2011

View all past filings