Strategic Point Investment Advisors
Strategic Point Investment Advisors reported 37 stocks worth $772M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (14.7%), IVV (11.1%) and IEI (9.9%). Compared with Q2 2026, the fund opened new positions in RSP and PSX, added to IVV, IEI and ITOT, trimmed SPY, XLK and IWF and sold out of CAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $114M | 14.7% | 149K | −940 (−1%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $85.5M | 11.1% | 112K | +787 (+1%) | 8 of 8 | |
| 3 |  IEI Ishares TR | $76.8M | 9.9% | 677K | +10K (+2%) | 8 of 8 | |
| 4 |  ITOT Ishares TR | $59.8M | 7.8% | 360K | +855 (+0%) | 8 of 8 | |
| 5 |  IVE Ishares TR | $57M | 7.4% | 250K | No change | 8 of 8 | |
| 6 |  XLK Select Sector Spdr TR | $45.5M | 5.9% | 233K | −1,331 (−1%) | 8 of 8 | |
| 7 |  IAU Ishares Gold TR | $44M | 5.7% | 563K | +7,627 (+1%) | 8 of 8 | |
| 8 |  SPSB State Street | $37.4M | 4.8% | 1.3M | +23K (+2%) | 8 of 8 | |
| 9 |  IWF Ishares TR | $31.5M | 4.1% | 251K | −149K (−37%) | 8 of 8 | |
| 10 |  VYMI Vanguard Whitehall Fds | $25.7M | 3.3% | 254K | +648 (+0%) | 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 CAT Caterpillar Inc | $270K | 254 |
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 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Point Investment Advisors 13F FAQ
What does Strategic Point Investment Advisors own?
Strategic Point Investment Advisors reported 37 stocks worth $772M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (14.7%), IVV (11.1%) and IEI (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did Strategic Point Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 14 added to, 15 trimmed and 1 sold out. New positions include RSP and PSX. It sold all of CAT.
When will Strategic Point Investment Advisors 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 Point Investment Advisors's portfolio worth?
The Q3 2026 filing reports $772M 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.