Institutions / Strategic Advisors LLC
Strategic Advisors LLC
CIK 1569119 · Institution · as of Dec 31, 2025
Portfolio value
$638.45M
Positions
180
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 180 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $52.32M | 8.2% |
| NVIDIA Corp | $38.09M | 6.0% |
| Microsoft Corp | $33.90M | 5.3% |
| Schwab Strategic Tr | $29.14M | 4.6% |
| Amazon.com Inc | $28.31M | 4.4% |
| Alphabet Inc. | $24.40M | 3.8% |
| SPDR Series Trust | $18.59M | 2.9% |
| Home Depot, Inc. | $14.54M | 2.3% |
| JPMorgan Chase & Co | $12.60M | 2.0% |
| Visa Inc | $11.88M | 1.9% |
| Tesla Inc | $11.34M | 1.8% |
| AbbVie Inc. | $10.78M | 1.7% |
| Meta Platforms Inc | $9.91M | 1.6% |
| SPDR Series Trust | $9.90M | 1.6% |
| CrowdStrike Holdings, Inc. | $9.57M | 1.5% |
| The Goldman Sachs Group, Inc. | $8.60M | 1.3% |
| Duke Energy Corp | $7.95M | 1.2% |
| Waste Management Inc | $7.87M | 1.2% |
| Invesco Qqq Tr | $7.79M | 1.2% |
| Warren E. Buffett | $7.72M | 1.2% |
| Broadcom Inc. | $7.37M | 1.2% |
| PROCTER & GAMBLE Co | $7.24M | 1.1% |
| iShares Tr | $7.05M | 1.1% |
| Costco Wholesale Corp /New | $6.60M | 1.0% |
| Eaton Corp plc | $6.57M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.