Strategic Advisors LLC: 13F holdings

CIK 15691192026Q2

Positions164
Reported value$457.2m
Filed2026-07-28

Change since last quarter

Positions164 (-19 vs prior quarter)
Reported value$457.2m (-24.1%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC167,122$48.4m10.6%
SCHB SCHWAB STRATEGIC TR1,021,776$29.6m6.5%
GOOGL ALPHABET INC74,223$26.5m5.8%
MSFT MICROSOFT CORP59,037$22.0m4.8%
AMZN AMAZON COM INC89,204$21.3m4.7%
BIL SPDR SERIES TRUST216,134$19.8m4.3%
NVDA NVIDIA CORPORATION84,794$17.0m3.7%
JPM JPMORGAN CHASE & CO38,119$12.5m2.7%
V VISA INC33,801$11.6m2.5%
SPYM SPDR SERIES TRUST129,607$11.4m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1569119")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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