Strategic Advisory Partners

Strategic Advisory Partners as of March 31, 2026

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