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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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