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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$106 Million 10.31% of portfolio
185,858
Q2 2025 Added 15.65%
$0
$63.5 Million 6.21% of portfolio
766,795
Q2 2025 Added 146.66%
$0
$59.9 Million 5.85% of portfolio
163,531
Q2 2025 Added 10.01%
$0
$58.4 Million 5.7% of portfolio
1,024,115
Q2 2025 Reduced 1.18%
$0
$54.5 Million 5.32% of portfolio
124,270
Q2 2025 Added 0.72%
$0
$48.6 Million 4.75% of portfolio
582,368
Q2 2025 Added 11.21%
$0
$41.9 Million 4.09% of portfolio
237,143
Q2 2025 Added 0.37%
$0
$41.2 Million 4.03% of portfolio
314,034
Q2 2025 Added 8.58%
$0
$21.1 Million 2.06% of portfolio
425,686
Q2 2025 Reduced 0.78%
$0
$20.1 Million 1.96% of portfolio
218,867
Q2 2025 Reduced 9.43%
$0
$20 Million 1.96% of portfolio
373,063
Q2 2025 Added 12.67%
$0
$17.2 Million 1.68% of portfolio
72,464
Q2 2025 Added 5.7%
$3.95T
$16.8 Million 1.64% of portfolio
33,814
Q2 2025 Reduced 5.23%
$0
$16.6 Million 1.62% of portfolio
85,269
Q2 2025 Added 12.71%
$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%
$0
$15.5 Million 1.52% of portfolio
141,268
Q2 2025 Reduced 10.88%
$0
$14.8 Million 1.45% of portfolio
708,898
Q2 2025 Reduced 9.22%
$0
$14.6 Million 1.43% of portfolio
51,291
Q2 2025 Added 9.27%
$0
$14.5 Million 1.41% of portfolio
87,980
Q2 2025 Added 9.02%
$0
$14.1 Million 1.38% of portfolio
128,619
Q2 2025 Reduced 8.17%
$0
$14.1 Million 1.38% of portfolio
267,088
Q2 2025 Reduced 9.69%
$0
$11 Million 1.08% of portfolio
479,632
Q2 2025 Added 11.82%
$0
$9.6 Million 0.94% of portfolio
193,848
Q2 2025 Reduced 4.47%
$0
$9.59 Million 0.94% of portfolio
206,865
Q2 2025 Added 8.05%
$1.78T
$9.37 Million 0.92% of portfolio
12,694
Q2 2025 Reduced 7.34%
$0
$9.05 Million 0.88% of portfolio
37,660
Q2 2025 Added 9.23%
$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%
$0
$8.07 Million 0.79% of portfolio
156,959
Q2 2025 Added 12.05%
$0
$7.68 Million 0.75% of portfolio
27,432
Q2 2025 Added 18.35%
$0
$7.23 Million 0.71% of portfolio
26,115
Q2 2025 Added 10.52%
$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%
$0
$5.46 Million 0.53% of portfolio
118,075
Q2 2025 Added 12.15%
$203B
$5.18 Million 0.51% of portfolio
178,985
Q2 2025 Reduced 5.56%
$0
$5.1 Million 0.5% of portfolio
15,028
Q2 2025 Reduced 1.48%
$0
$4.52 Million 0.44% of portfolio
44,928
Q2 2025 Reduced 1.58%
$0
$4.22 Million 0.41% of portfolio
31,408
Q2 2025 Added 13.88%
$0
$4.11 Million 0.4% of portfolio
52,225
Q2 2025 Reduced 4.39%
$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%
$0
$3.46 Million 0.34% of portfolio
102,981
Q2 2025 Added 10.83%
$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%
$1.08T
$2.59 Million 0.25% of portfolio
8,155
Q2 2025 Added 5.17%

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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