Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $4.68 Billion
  • Q3 2025

Strategic Investment Advisors has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.68 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $3.39B, Vanguard Information Technolog with a value of $238M, Vanguard Total Stock Market Et with a value of $68.5M, Ishares Tr with a value of $63M, and Vanguard Ftse Developed Market with a value of $60.7M.

Examining the 13F form we can see an increase of $3.66B in the current position value, from $1.02B to 4.68B.

Strategic Investment Advisors is based out at Farmington Hills, MI

Below you can find more details about Strategic Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $4.68 Billion
Financial Services: $3.41 Billion
ETFs: $1.06 Billion
Technology: $80.8 Million
Communication Services: $37.8 Million
Consumer Cyclical: $18.8 Million
Healthcare: $16.6 Million
Consumer Defensive: $15 Million
Industrials: $12.8 Million
Other: $20.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$458B
$3.39 Billion 72.32% of portfolio
4,489
Q3 2025 Added 448,800.0%
$0
$238 Million 5.07% of portfolio
318,097
Q3 2025 New
$0
$68.5 Million 1.46% of portfolio
208,646
Q3 2025 New
$0
$63 Million 1.35% of portfolio
661,551
Q3 2025 Added 17,808.8%
$0
$60.7 Million 1.3% of portfolio
1,012,534
Q3 2025 Reduced 1.13%
$0
$44.3 Million 0.95% of portfolio
92,448
Q3 2025 Reduced 25.61%
$0
$43.9 Million 0.94% of portfolio
235,561
Q3 2025 Reduced 0.67%
$0
$42.7 Million 0.91% of portfolio
69,669
Q3 2025 Reduced 62.51%
$0
$38.5 Million 0.82% of portfolio
105,259
Q3 2025 Added 600.42%
$0
$37 Million 0.79% of portfolio
421,576
Q3 2025 New
$0
$36.4 Million 0.78% of portfolio
124,025
Q3 2025 Added 352.12%
$0
$36.6 Million 0.78% of portfolio
178,472
Q3 2025 New
$0
$36.1 Million 0.77% of portfolio
140,862
Q3 2025 Added 274.04%
$0
$28.1 Million 0.6% of portfolio
547,776
Q3 2025 New
$0
$22.9 Million 0.49% of portfolio
426,744
Q3 2025 Added 14.39%
$0
$20.9 Million 0.45% of portfolio
218,195
Q3 2025 New
$0
$17.3 Million 0.37% of portfolio
82,437
Q3 2025 Added 0.13%
$3.8T
$17.1 Million 0.37% of portfolio
33,103
Q3 2025 Reduced 2.1%
$474B
$17.4 Million 0.37% of portfolio
93,488
Q3 2025 Reduced 9.22%
$0
$17.5 Million 0.37% of portfolio
146,451
Q3 2025 Added 764.99%
$0
$16.4 Million 0.35% of portfolio
175,693
Q3 2025 Added 1,027.83%
$0
$14.7 Million 0.31% of portfolio
84,129
Q3 2025 Reduced 4.38%
$0
$14.4 Million 0.31% of portfolio
687,516
Q3 2025 Reduced 3.02%
$0
$14 Million 0.3% of portfolio
133,995
Q3 2025 New
$0
$13.2 Million 0.28% of portfolio
257,741
Q3 2025 New
$0
$13.3 Million 0.28% of portfolio
45,270
Q3 2025 Reduced 11.74%
$1.74T
$11.8 Million 0.25% of portfolio
48,679
Q3 2025 Reduced 5.03%
$0
$10.6 Million 0.23% of portfolio
127,880
Q3 2025 Reduced 83.32%
$0
$10.4 Million 0.22% of portfolio
220,676
Q3 2025 Added 6.68%
$0
$9.27 Million 0.2% of portfolio
187,430
Q3 2025 Reduced 3.31%
$0
$8.68 Million 0.19% of portfolio
127,981
Q3 2025 New
$0
$8.72 Million 0.19% of portfolio
111,310
Q3 2025 Added 1,936.03%
$139B
$9.02 Million 0.19% of portfolio
27,326
Q3 2025 Reduced 15.2%
$0
$8.22 Million 0.18% of portfolio
26,700
Q3 2025 New
$1.37T
$8.45 Million 0.18% of portfolio
11,510
Q3 2025 Reduced 9.33%
$0
$7.23 Million 0.15% of portfolio
213,296
Q3 2025 Added 107.12%
$2.39T
$6.57 Million 0.14% of portfolio
29,924
Q3 2025 Reduced 7.64%
$891B
$6.02 Million 0.13% of portfolio
19,070
Q3 2025 Reduced 6.31%
$0
$5.13 Million 0.11% of portfolio
129,331
Q3 2025 New
$0
$5.17 Million 0.11% of portfolio
24,761
Q3 2025 Reduced 70.96%
$182B
$5.13 Million 0.11% of portfolio
181,684
Q3 2025 Added 1.51%
$0
$4.54 Million 0.1% of portfolio
45,243
Q3 2025 Added 1,453.14%
$32.9B
$4.89 Million 0.1% of portfolio
68,841
Q3 2025 Added 43.23%
$0
$4.56 Million 0.1% of portfolio
45,282
Q3 2025 Added 0.79%
$14.4B
$4.23 Million 0.09% of portfolio
73,884
Q3 2025 New
$21B
$3.53 Million 0.08% of portfolio
8,410
Q3 2025 Reduced 3.87%
$0
$3.81 Million 0.08% of portfolio
27,673
Q3 2025 New
$104B
$3.59 Million 0.08% of portfolio
54,366
Q3 2025 Reduced 3.25%
$0
$3.73 Million 0.08% of portfolio
50,117
Q3 2025 Added 54.27%

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $4.68 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 180 stocks
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