Stelac Advisory Services LLC Portfolio Holdings

Stelac Advisory Services LLC

  • $256 Million
  • Q2 2025

Stelac Advisory Services LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Prologis, Inc. with a value of $17.7M, Nvidia Corp with a value of $17.4M, Alphabet Inc. with a value of $15.8M, Spdr S&P 500 ETF Trust with a value of $15.6M, and Vanguard Ftse Europe ETF Ftse with a value of $15.3M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $236M to 256M.

Stelac Advisory Services LLC is based out at New York, NY

Below you can find more details about Stelac Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Million
ETFs: $146 Million
Technology: $43.9 Million
Real Estate: $17.8 Million
Communication Services: $17.1 Million
Financial Services: $14.8 Million
Healthcare: $7.95 Million
Consumer Cyclical: $7.72 Million
Consumer Defensive: $382,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$0 0.0% of portfolio
52,358
Q1 2025 Reduced 2.2%
$0
$0 0.0% of portfolio
70,061
Q2 2025 Reduced 1.49%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.93%
$0
$0 0.0% of portfolio
9,912
Q3 2024 Reduced 10.09%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $256 Million
  • Prior Value $236 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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