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, IVE, ITOT, and represent 50.24% of Strategic Point Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IEI, SPSB, IVV, IVE, IEFA, IWF, FNCL, IAU, XLK, IXUS.
  • Reduced shares in these 10 stocks: SHV (-$22M), SPY, QUAL, VGSH, ITOT, IEF, DSI, , USMV, AAPL.
  • Sold out of its positions in IDXX, SHV.
  • Strategic Point Investment Advisors was a net seller of stock by $-19M.
  • Strategic Point Investment Advisors has $688M in assets under management (AUM), dropping by -4.86%.
  • Central Index Key (CIK): 0001295044

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Portfolio Holdings for Strategic Point Investment Advisors

Strategic Point Investment Advisors holds 35 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.2 $98M 151k 650.34
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Ishares Tr 3 7 Yr Treas Bd (IEI) 11.0 $76M +3% 639k 118.60
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Ishares Tr Core S&p500 Etf (IVV) 10.2 $70M 107k 653.21
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Ishares Tr S&p 500 Val Etf (IVE) 7.5 $52M 245k 211.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.3 $50M 353k 142.43
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Ishares Gold Tr Ishares New (IAU) 6.8 $47M 535k 88.16
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Ishares Tr Rus 1000 Grw Etf (IWF) 6.1 $42M 98k 426.40
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Spdr Series Trust State Street Spd (SPSB) 5.2 $36M +5% 1.2M 30.07
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Select Sector Spdr Tr State Street Tec (XLK) 4.5 $31M 231k 132.90
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.6 $25M 421k 58.54
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Vanguard Whitehall Fds Intl High Etf (VYMI) 3.4 $24M 251k 94.24
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Ishares Tr Core Msci Eafe (IEFA) 3.1 $21M +2% 232k 90.53
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $20M -2% 104k 191.81
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Ishares Tr Core Msci Total (IXUS) 2.7 $18M 212k 86.64
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Select Sector Spdr Tr State Street Ind (XLI) 2.7 $18M 113k 161.73
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Fidelity Covington Trust Msci Finls Idx (FNCL) 2.2 $15M 218k 70.20
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $15M 154k 95.44
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Ishares Tr Esg Msci Kld 400 (DSI) 1.0 $6.8M -3% 56k 121.19
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $6.5M -2% 20k 320.81
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $3.8M -4% 41k 92.74
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Vanguard World Esg Us Stk Etf (ESGV) 0.4 $2.7M 24k 112.27
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $2.0M -2% 44k 45.50
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $1.9M 75k 25.07
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Apple (AAPL) 0.3 $1.8M -8% 7.3k 253.79
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $1.7M -3% 12k 141.42
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $959k -2% 13k 71.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $363k 628.00 577.18
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Microsoft Corporation (MSFT) 0.0 $325k -8% 879.00 370.17
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $321k 2.8k 113.11
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $275k 1.3k 208.05
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Johnson & Johnson (JNJ) 0.0 $264k 1.1k 244.44
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Ishares Tr Tips Bd Etf (TIP) 0.0 $256k 2.3k 110.36
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Eli Lilly & Co. (LLY) 0.0 $226k -4% 246.00 919.77
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Coca-Cola Company (KO) 0.0 $224k -2% 3.0k 76.05
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Vanguard World Inf Tech Etf (VGT) 0.0 $207k 296.00 697.72
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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

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