Strategic Advisory Partners

Strategic Advisory Partners as of June 30, 2026

Portfolio Holdings for Strategic Advisory Partners

Strategic Advisory Partners holds 41 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 38.8 $55M 80k 686.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 25.1 $36M 484k 73.41
Select Sector Spdr Tr St Str Care Etf (XLV) 7.1 $10M 63k 158.66
Select Sector Spdr Tr St Str Stapl Etf (XLP) 6.9 $9.7M 117k 83.07
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 5.1 $7.2M 97k 74.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $4.2M 172k 24.14
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.0M 6.7k 303.13
Ishares Tr Ishares Biotech (IBB) 1.4 $2.0M 10k 190.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.3M 1.8k 736.40
Apple (AAPL) 0.9 $1.3M 4.4k 289.35
Ishares Core Msci Emkt (IEMG) 0.8 $1.1M 14k 82.84
Ishares Tr Msci Eafe Etf (EFA) 0.7 $942k 9.1k 103.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $927k 13k 71.25
Broadcom (AVGO) 0.6 $912k 2.4k 377.76
Alphabet Cap Stk Cl C (GOOG) 0.5 $688k 1.9k 353.33
Microsoft Corporation (MSFT) 0.5 $639k 1.7k 373.02
NVIDIA Corporation (NVDA) 0.4 $592k 3.0k 200.08
Ishares Tr 0-3 Mth Treasury (SGOV) 0.4 $559k 5.6k 100.67
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $471k 14k 33.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $408k 4.0k 102.81
Lam Research Corp Com New (LRCX) 0.3 $381k 879.00 433.33
Amazon (AMZN) 0.3 $379k 1.6k 238.34
Ishares Tr Core S&p500 Etf (IVV) 0.3 $376k 502.00 748.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $367k 13k 27.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $334k 5.6k 59.69
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $322k 616.00 522.00
Lowe's Companies (LOW) 0.2 $301k 1.4k 220.49
Vanguard World Esg Us Corp Bd (VCEB) 0.2 $299k 4.8k 62.76
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $295k 617.00 477.57
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $281k 5.4k 51.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $279k 781.00 357.57
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $278k 11k 24.99
Williams-Sonoma (WSM) 0.2 $273k 1.2k 233.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $251k 2.5k 102.16
Tesla Motors (TSLA) 0.2 $232k 552.00 420.60
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $226k 303.00 747.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $222k 7.6k 29.43
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $221k 1.2k 190.52
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $211k 4.1k 51.78
Blackrock (BLK) 0.1 $211k 219.00 961.56
Editas Medicine (EDIT) 0.0 $49k 15k 3.24