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, IVV, IEI, ITOT, IVE, and represent 50.69% of Strategic Point Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IWF (+$38M), IEI, IVV, IAU, SPSB, IVE, ITOT, VGSH, VGT, XLK.
  • Started 1 new stock position in CAT.
  • Reduced shares in these 5 stocks: SPY, VTI, USMV, FTEC, JNJ.
  • Strategic Point Investment Advisors was a net buyer of stock by $52M.
  • Strategic Point Investment Advisors has $768M in assets under management (AUM), dropping by 11.55%.
  • Central Index Key (CIK): 0001295044

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Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 36 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.6 $112M 150k 746.77
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Ishares Tr Core S&p500 Etf (IVV) 10.8 $83M +3% 111k 748.89
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Ishares Tr 3 7 Yr Treas Bd (IEI) 10.2 $78M +4% 667k 117.45
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.7 $59M 359k 164.27
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Ishares Tr S&p 500 Val Etf (IVE) 7.4 $57M 250k 227.06
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Ishares Tr Rus 1000 Grw Etf (IWF) 6.5 $50M +307% 401k 124.17
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Select Sector Spdr Tr St Str Techn Etf (XLK) 5.8 $45M 234k 190.52
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Ishares Gold Tr Ishares New (IAU) 5.5 $42M +3% 555k 75.51
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Spdr Series Trust St Shor Corp Etf (SPSB) 4.9 $37M +3% 1.2M 30.01
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.3 $25M +2% 431k 58.20
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Vanguard Whitehall Fds Intl High Etf (VYMI) 3.2 $25M 254k 98.20
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Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $23M 106k 219.43
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Ishares Tr Core Msci Eafe (IEFA) 3.0 $23M 236k 96.58
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Select Sector Spdr Tr St Str Indl Etf (XLI) 2.8 $21M 115k 185.23
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Ishares Tr Core Msci Total (IXUS) 2.7 $21M 216k 95.44
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Fidelity Covington Trust Msci Finls Idx (FNCL) 2.2 $17M +2% 224k 76.56
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.9 $15M 155k 94.57
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Ishares Tr Esg Msci Kld Etf (DSI) 1.1 $8.1M 57k 142.39
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $7.4M 20k 370.04
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Ishares Tr Msci Usa Min Etf (USMV) 0.5 $3.8M -2% 40k 96.46
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Vanguard World Esg Us Stk Etf (ESGV) 0.4 $3.2M 24k 132.24
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.2M 45k 49.99
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Apple (AAPL) 0.3 $2.1M +2% 7.4k 289.34
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $2.0M 12k 163.67
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $1.9M 76k 24.99
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.1M 14k 82.34
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Vanguard World Inf Tech Etf (VGT) 0.1 $532k +1404% 4.5k 119.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $478k +3% 649.00 736.40
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $425k +8% 3.1k 137.53
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Microsoft Corporation (MSFT) 0.0 $356k +8% 954.00 372.82
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $340k -9% 1.2k 285.58
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Eli Lilly & Co. (LLY) 0.0 $316k +6% 263.00 1199.43
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Johnson & Johnson (JNJ) 0.0 $273k 1.1k 253.97
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Caterpillar (CAT) 0.0 $271k NEW 254.00 1064.90
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Ishares Tr Tips Bd Etf (TIP) 0.0 $254k 2.3k 109.43
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Coca-Cola Company (KO) 0.0 $245k +2% 3.0k 81.27
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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