Strategic Investment Management
Strategic Investment Management reported 17 stocks worth $437M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VCIT (31.1%), VOO (24.5%) and AGG (7.5%). Compared with Q2 2026, the fund opened new positions in VCIT, VTC and EEM, added to AGG, JNK and TDTT, trimmed BBCA, IEMG and GSG and sold out of IWM and SCSB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $136M | 31.1% | 1.7M | New position | 1 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $107M | 24.5% | 153K | No change | 3 of 8 | |
| 3 |  AGG Ishares TR | $32.6M | 7.5% | 345K | +630 (+0%) | 7 of 8 | |
| 4 |  BBCA J P Morgan Exchange Traded F | $32.4M | 7.4% | 323K | −10K (−3%) | 5 of 8 | |
| 5 |  IEMG Ishares Inc | $24M | 5.5% | 296K | −56K (−16%) | 8 of 8 | |
| 6 |  GSG Ishares S P Gsci Commodity- | $22.7M | 5.2% | 639K | −67K (−10%) | 8 of 8 | |
| 7 |  IWV Ishares Russell 3000 ETF | $16.2M | 3.7% | 38K | −3,861 (−9%) | 8 of 8 | |
| 8 |  IEFA Ishares TR | $15.5M | 3.5% | 160K | −450 (−0%) | 8 of 8 | |
| 9 |  GLD Spdr Gold TR | $14.8M | 3.4% | 39K | −2,540 (−6%) | 8 of 8 | |
| 10 |  JNK Spdr Series Trust | $13.6M | 3.1% | 146K | +66K (+83%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Investment Management 13F FAQ
What does Strategic Investment Management own?
Strategic Investment Management reported 17 stocks worth $437M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VCIT (31.1%), VOO (24.5%) and AGG (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Strategic Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 5 added to, 7 trimmed and 2 sold out. New positions include VCIT, VTC and EEM. It sold all of IWM and SCSB.
When will Strategic Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Strategic Investment Management's portfolio worth?
The Q3 2026 filing reports $437M 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.