STRATEGIC ADVISORY PARTNERS, LLC: 13F holdings
CIK 21143442026Q2
| Positions | 41 |
|---|
| Reported value | $141.2m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 41 (-55 vs prior quarter) |
|---|
| Reported value | $141.2m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 79,851 | $54.8m | 38.8% |
| BND VANGUARD BD INDEX FDS | 483,724 | $35.5m | 25.1% |
| XLV SELECT SECTOR SPDR TR | 63,412 | $10.1m | 7.1% |
| XLP SELECT SECTOR SPDR TR | 117,325 | $9.7m | 6.9% |
| SPLV INVESCO EXCH TRADED FD TR II | 96,573 | $7.2m | 5.1% |
| SCHO SCHWAB STRATEGIC TR | 172,194 | $4.2m | 2.9% |
| VB VANGUARD INDEX FDS | 6,666 | $2.0m | 1.4% |
| IBB ISHARES TR | 10,367 | $2.0m | 1.4% |
| AAPL APPLE INC | 4,408 | $1.3m | 0.9% |
| QQQ INVESCO QQQ TR | 1,697 | $1.2m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2114344")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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