Strategic Advisory Partners
Strategic Advisory Partners reported 41 stocks worth $141M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VOO (38.9%), BND (25.2%) and XLV (7.1%). Compared with Q1 2026, the fund opened new positions in LRCX, SPY and EDIT, added to VOO, BND and XLV, trimmed VB, IBB and AAPL and sold out of FLOT, IEFA and SPDW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $54.8M | 38.9% | 80K | +4,676 (+6%) | 3 of 3 | |
| 2 |  BND Vanguard BD Index Fds | $35.5M | 25.2% | 484K | +16K (+3%) | 3 of 3 | |
| 3 |  XLV State Street | $10.1M | 7.1% | 63K | +4,218 (+7%) | 3 of 3 | |
| 4 |  XLP State Street | $9.7M | 6.9% | 117K | +8,551 (+8%) | 3 of 3 | |
| 5 |  SPLV Invesco S&P 500 Low Volatility ETF | $7.2M | 5.1% | 97K | +3,189 (+3%) | 3 of 3 | |
| 6 |  SCHO Schwab Short-Term US Treasury ETF | $4.2M | 3.0% | 172K | +52K (+44%) | 2 of 3 | |
| 7 |  VB Vanguard Index Fds | $2M | 1.4% | 6,666 | −11 (−0%) | 3 of 3 | |
| 8 |  IBB Ishares TR | $2M | 1.4% | 10K | −3,428 (−25%) | 3 of 3 | |
| 9 |  AAPL Apple Inc | $1.3M | 0.9% | 4,408 | −65 (−1%) | 3 of 3 | |
| 10 |  QQQ Invesco Qqq TR | $1.2M | 0.9% | 1,697 | +179 (+12%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FLOT Ishares TR | $191K | 3,742 |
 IEFA Ishares TR | $177K | 1,960 |
 SPDW Spdr Developed | $174K | 3,820 |
 XLI Select Sector Spdr TR | $159K | 983 |
 QUAL Ishares TR | $156K | 813 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Advisory Partners 13F FAQ
What does Strategic Advisory Partners own?
Strategic Advisory Partners reported 41 stocks worth $141M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VOO (38.9%), BND (25.2%) and XLV (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Strategic Advisory Partners buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 9 added to, 10 trimmed and 58 sold out. New positions include LRCX, SPY and EDIT. It sold all of FLOT, IEFA and SPDW.
When will Strategic Advisory Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Strategic Advisory Partners's portfolio worth?
The Q2 2026 filing reports $141M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.