Strategic Investment Advisors Portfolio Holdings

Strategic Investment Advisors

  • $1.02 Billion
  • Q2 2025

Strategic Investment Advisors has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $106M, Ishares Barclays 1 3 Year Trea with a value of $63.5M, Vanguard Mega Cap Growth ETF with a value of $59.9M, Vanguard Ftse Developed Market with a value of $58.4M, and Vanguard Growth ETF with a value of $54.5M.

Examining the 13F form we can see an increase of $82.6M in the current position value, from $941M to 1.02B.

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 $1.02 Billion
ETFs: $795 Million
Technology: $76.2 Million
Communication Services: $36 Million
Financial Services: $32.2 Million
Consumer Cyclical: $18 Million
Consumer Defensive: $16.4 Million
Healthcare: $15.8 Million
Industrials: $13.6 Million
Other: $20.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$16.8 Million 1.64% of portfolio
33,814
Q2 2025 Reduced 5.23%
$3.69T
$16.3 Million 1.59% of portfolio
79,264
Q2 2025 Reduced 11.84%
$456B
$16.3 Million 1.59% of portfolio
102,978
Q2 2025 Reduced 5.26%
$1.78T
$9.37 Million 0.92% of portfolio
12,694
Q2 2025 Reduced 7.34%
$1.21T
$9.03 Million 0.88% of portfolio
51,256
Q2 2025 Reduced 8.04%
$127B
$8.88 Million 0.87% of portfolio
32,225
Q2 2025 Reduced 10.09%
$2.26T
$7.11 Million 0.69% of portfolio
32,399
Q2 2025 Reduced 23.7%
$859B
$5.9 Million 0.58% of portfolio
20,354
Q2 2025 Reduced 5.23%
$203B
$5.18 Million 0.51% of portfolio
178,985
Q2 2025 Reduced 5.56%
$368B
$4.1 Million 0.4% of portfolio
25,707
Q2 2025 Reduced 4.32%
$17.1B
$3.93 Million 0.38% of portfolio
70,150
Q2 2025 Added 51.91%
$87.2B
$3.56 Million 0.35% of portfolio
18,379
Q2 2025 Reduced 11.38%
$101B
$3.27 Million 0.32% of portfolio
14,978
Q2 2025 Added 0.07%
$118B
$3.29 Million 0.32% of portfolio
56,190
Q2 2025 Added 2.94%
$32.6B
$3.21 Million 0.31% of portfolio
48,063
Q2 2025 Reduced 10.38%
$182B
$3.05 Million 0.3% of portfolio
70,549
Q2 2025 Reduced 2.37%
$13.7B
$2.51 Million 0.25% of portfolio
8,749
Q2 2025 Added 56.2%
$133B
$2.3 Million 0.22% of portfolio
2,567
Q2 2025 Reduced 12.36%
$621B
$2.26 Million 0.22% of portfolio
4,656
Q2 2025 Added 0.22%
$14.5B
$2.04 Million 0.2% of portfolio
5,496
Q2 2025 Reduced 3.93%
$32.2B
$1.99 Million 0.19% of portfolio
24,948
Q2 2025 New
$60B
$1.8 Million 0.18% of portfolio
7,932
Q2 2025 Reduced 8.96%
$608B
$1.8 Million 0.18% of portfolio
2,306
Q2 2025 Reduced 8.02%
$152B
$1.73 Million 0.17% of portfolio
6,183
Q2 2025 Reduced 3.3%
$65.4B
$1.73 Million 0.17% of portfolio
16,358
Q2 2025 Reduced 5.71%
$23.9B
$1.61 Million 0.16% of portfolio
35,962
Q2 2025 Reduced 7.42%
$141B
$1.69 Million 0.16% of portfolio
47,241
Q2 2025 Reduced 6.62%
$442B
$1.62 Million 0.16% of portfolio
14,982
Q2 2025 Reduced 22.68%
$31.7B
$1.55 Million 0.15% of portfolio
47,532
Q2 2025 Reduced 0.38%
$21.5B
$1.57 Million 0.15% of portfolio
13,457
Q2 2025 Reduced 16.66%
$36.8B
$1.39 Million 0.14% of portfolio
13,855
Q2 2025 Reduced 2.58%
$13.8B
$1.48 Million 0.14% of portfolio
9,088
Q2 2025 Reduced 8.13%
$351B
$1.32 Million 0.13% of portfolio
7,131
Q2 2025 Reduced 27.49%
$79.9B
$1.36 Million 0.13% of portfolio
4,354
Q2 2025 Reduced 11.77%
$281B
$1.33 Million 0.13% of portfolio
13,567
Q2 2025 Added 2.63%
$43.8B
$1.33 Million 0.13% of portfolio
15,827
Q2 2025 Reduced 6.32%
$551B
$1.33 Million 0.13% of portfolio
3,742
Q2 2025 Reduced 6.26%
$23.5B
$1.31 Million 0.13% of portfolio
2,215
Q1 2025 New
$227B
$1.26 Million 0.12% of portfolio
3,965
Q2 2025 Reduced 16.51%
$155B
$1.09 Million 0.11% of portfolio
8,830
Q2 2025 Reduced 12.44%
$173B
$1.08 Million 0.11% of portfolio
6,761
Q2 2025 Reduced 2.73%
$1.27T
$1.09 Million 0.11% of portfolio
4,818
Q2 2025 Reduced 5.88%
$24.6B
$1.1 Million 0.11% of portfolio
7,970
Q2 2025 Reduced 4.88%
$439B
$1.12 Million 0.11% of portfolio
1,135
Q2 2025 Reduced 12.22%
$35.6B
$986,000 0.1% of portfolio
12,643
Q2 2025 Reduced 6.6%
$293B
$974,000 0.1% of portfolio
14,039
Q2 2025 Added 3.67%
$548B
$1.01 Million 0.1% of portfolio
1,795
Q2 2025 Reduced 5.92%
$229B
$989,000 0.1% of portfolio
7,274
Q2 2025 Reduced 2.11%
$33.7B
$979,000 0.1% of portfolio
37,629
Q2 2025 Added 200.24%

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $1.02 Billion
  • Prior Value $941 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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