Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STRATEGIC ADVISORY PARTNERS, LLC (CIK 2114344) reported $141.2M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($54.8M, 38.84%), BND ($35.5M, 25.15%), XLV ($10.1M, 7.13%), XLP ($9.7M, 6.90%), SPLV ($7.2M, 5.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $54.8M | 38.84% | 79,851 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $35.5M | 25.15% | 483,724 | Added |
| 3 | XLV | SELECT SECTOR SPDR TR | $10.1M | 7.13% | 63,412 | Added |
| 4 | XLP | SELECT SECTOR SPDR TR | $9.7M | 6.90% | 117,325 | Added |
| 5 | SPLV | INVESCO EXCH TRADED FD TR II | $7.2M | 5.12% | 96,573 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $4.2M | 2.94% | 172,194 | Added |
| 7 | VB | VANGUARD INDEX FDS | $2.0M | 1.43% | 6,666 | Trimmed |
| 8 | IBB | ISHARES TR | $2.0M | 1.40% | 10,367 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $1.3M | 0.94% | 1,797 | Added |
| 10 | AAPL | APPLE INC | $1.3M | 0.90% | 4,408 | Trimmed |
| 11 | IEMG | ISHARES INC | $1.1M | 0.81% | 13,800 | Hold |
| 12 | EFA | ISHARES TR | $941,984 | 0.67% | 9,068 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $926,535 | 0.66% | 13,004 | Trimmed |
| 14 | AVGO | BROADCOM INC | $911,912 | 0.65% | 2,414 | Hold |
| 15 | GOOG | ALPHABET INC | $687,934 | 0.49% | 1,947 | Hold |
| 16 | MSFT | MICROSOFT CORP | $638,604 | 0.45% | 1,712 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $591,646 | 0.42% | 2,957 | Added |
| 18 | SGOV | ISHARES TR | $558,719 | 0.40% | 5,550 | Hold |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $470,854 | 0.33% | 14,144 | Hold |
| 20 | ESGD | ISHARES TR | $407,642 | 0.29% | 3,965 | Hold |
| 21 | AMZN | AMAZON COM INC | $378,484 | 0.27% | 1,588 | Hold |
| 22 | IVV | ISHARES TR | $375,943 | 0.27% | 502 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $380,897 | 0.27% | 879 | New |
| 24 | SCHF | SCHWAB STRATEGIC TR | $366,731 | 0.26% | 13,239 | Trimmed |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $333,652 | 0.24% | 5,590 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30