Institutions / Strategic Advisory Partners, LLC
Strategic Advisory Partners, LLC
CIK 2114344 · Institution · as of Dec 31, 2025
Portfolio value
$120.53M
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $43.11M | 35.8% |
| Vanguard Bd Index Fds | $33.08M | 27.4% |
| Select Sector SPDR Tr | $8.61M | 7.1% |
| Select Sector SPDR Tr | $7.86M | 6.5% |
| Invesco Exch Traded Fd Tr II | $6.28M | 5.2% |
| iShares Tr | $4.93M | 4.1% |
| Vanguard Index Fds | $1.80M | 1.5% |
| Apple Inc. | $1.23M | 1.0% |
| Invesco Qqq Tr | $1.23M | 1.0% |
| Microsoft Corp | $1.01M | 0.8% |
| iShares Inc | $922.6K | 0.8% |
| Vanguard Tax-Managed Fds | $898.8K | 0.7% |
| iShares Tr | $890.0K | 0.7% |
| Broadcom Inc. | $848.0K | 0.7% |
| iShares Bitcoin Trust ETF | $702.3K | 0.6% |
| Alphabet Inc. | $647.4K | 0.5% |
| NVIDIA Corp | $585.8K | 0.5% |
| SPDR Series Trust | $559.8K | 0.5% |
| iShares Tr | $402.7K | 0.3% |
| Amazon.com Inc | $396.1K | 0.3% |
| iShares Tr | $377.0K | 0.3% |
| Dimensional ETF Trust | $365.2K | 0.3% |
| SPDR Dow Jones Indl Average | $343.7K | 0.3% |
| Lowes Companies Inc | $335.0K | 0.3% |
| Schwab Strategic Tr | $327.5K | 0.3% |
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.