Strategic Point Investment Advisors, LLC 13F Holdings · Q2 2026
Strategic Point Investment Advisors, LLC reported 36 securities worth $767.47M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (14.59%), IVV (10.81%), IEI (10.21%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $112.0M | 14.59% | 149,939 | Trimmed |
| 2 | IVV | ISHARES TR | $83.0M | 10.81% | 110,810 | Added |
| 3 | IEI | ISHARES TR | $78.4M | 10.21% | 667,170 | Added |
| 4 | ITOT | ISHARES TR | $59.0M | 7.68% | 358,955 | Added |
| 5 | IVE | ISHARES TR | $56.7M | 7.39% | 249,869 | Added |
| 6 | IWF | ISHARES TR | $49.7M | 6.48% | 400,460 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $44.6M | 5.81% | 233,868 | Added |
| 8 | IAU | ISHARES GOLD TR | $41.9M | 5.46% | 555,178 | Added |
| 9 | SPSB | SPDR SERIES TRUST | $37.2M | 4.85% | 1.2M | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $25.1M | 3.27% | 430,687 | Added |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $24.9M | 3.25% | 253,656 | Added |
| 12 | QUAL | ISHARES TR | $23.2M | 3.03% | 105,850 | Added |
| 13 | IEFA | ISHARES TR | $22.8M | 2.96% | 235,578 | Added |
| 14 | XLI | SELECT SECTOR SPDR TR | $21.3M | 2.77% | 114,740 | Added |
| 15 | IXUS | ISHARES TR | $20.6M | 2.68% | 215,909 | Added |
| 16 | FNCL | FIDELITY COVINGTON TRUST | $17.2M | 2.24% | 224,324 | Added |
| 17 | IEF | ISHARES TR | $14.6M | 1.90% | 154,555 | Added |
| 18 | DSI | ISHARES TR | $8.1M | 1.06% | 57,179 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $7.4M | 0.96% | 19,983 | Trimmed |
| 20 | USMV | ISHARES TR | $3.8M | 0.50% | 39,618 | Trimmed |
| 21 | ESGV | VANGUARD WORLD FD | $3.2M | 0.41% | 23,880 | Added |
| 22 | NULV | NUSHARES ETF TR | $2.2M | 0.29% | 44,645 | Added |
| 23 | AAPL | APPLE INC | $2.1M | 0.28% | 7,416 | Added |
| 24 | ESGU | ISHARES TR | $2.0M | 0.26% | 12,390 | Added |
| 25 | SUSB | ISHARES TR | $1.9M | 0.25% | 75,900 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR