Strategic Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1569119
Institutional-grade research for retail investors
13F Reported Value
ⓘ$602.2M
Holdings
183
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Strategic Advisors LLC disclosed 183 positions worth $602.2M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 8.0% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 5 new positions and exited 3 — including a new stake in $GLD and a full exit from $WFC. The portfolio is most concentrated in Technology (33.3% of disclosed assets). All figures are sourced directly from Strategic Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1569119.
AI Fund Analysis
Diversifying
$AAPL8.0% weight
Held 9 quarters
$NVDA5.6% weight
Held 9 quarters
SCHWAB STRATEGIC TR
4.6% weight
Held 9 quarters
$MSFT4.2% weight
Held 9 quarters
$AMZN4.2% weight
Held 9 quarters
$ETN7 quarters accumulating
$AVGO7 quarters accumulating
VANGUARD INDEX FDS
7 quarters accumulating
$EPD7 quarters accumulating
$CAT6 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$48.3M190,315 sh - 90.2#1
Quality
$33.5M191,935 sh SCHWAB STRATEGIC TR
—Quality
$27.8M1,108,104 sh- 83.7
Quality
$25.3M68,433 sh - 74.6
Quality
$25.3M121,347 sh - 80.2
Quality
$22.3M77,503 sh SPDR SERIES TRUST
—Quality
$18.8M205,421 sh- 69.2
Quality
$13.7M41,603 sh - 35.6
Quality
$11.3M38,414 sh - 83.5
Quality
$10.2M33,726 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $48.3M | 190,315 |
| NVIDIA CORP$NVDA | 90.2#1 | $33.5M | 191,935 |
| SCHWAB STRATEGIC TR | — | $27.8M | 1,108,104 |
| MICROSOFT CORP$MSFT | 83.7 | $25.3M | 68,433 |
| AMAZON COM INC$AMZN | 74.6 | $25.3M | 121,347 |
 Alphabet Inc.$GOOG | 80.2 | $22.3M | 77,503 |
| SPDR SERIES TRUST | — | $18.8M | 205,421 |
 HOME DEPOT, INC.$HD | 69.2 | $13.7M | 41,603 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $11.3M | 38,414 |
 VISA INC.$V | 83.5 | $10.2M | 33,726 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Strategic Advisors LLC's 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Technology
$200.2M
Other
$133.0M
Financials
$69.0M
Consumer Discretionary
$52.5M
Industrials
$48.1M
Utilities
$33.8M
Healthcare
$26.6M
Energy
$15.6M
Full Holdings — Strategic Advisors LLC (Q1 2026)
All 183 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $48.3M | 8.0% | -1% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $33.5M | 5.6% | -6% | 90.2 |
| 3 | — | SCHWAB STRATEGIC TR | $27.8M | 4.6% | -0% | — |
| 4 | $MSFT | MICROSOFT CORP | $25.3M | 4.2% | -2% | 83.7 |
| 5 | $AMZN | AMAZON COM INC | $25.3M | 4.2% | -1% | 74.6 |
| 6 | $GOOG | Alphabet Inc. | $22.3M | 3.7% | -1% | 80.2 |
| 7 | — | SPDR SERIES TRUST | $18.8M | 3.1% | +1% | — |
| 8 | $HD | HOME DEPOT, INC. | $13.7M | 2.3% | -2% | 69.2 |
| 9 | $JPM | JPMORGAN CHASE & CO | $11.3M | 1.9% | -2% | 35.6 |
| 10 | $V | VISA INC. | $10.2M | 1.7% | -0% | 83.5 |
| 11 |  $ABBV | AbbVie Inc. | $10.0M | 1.7% | -2% | 59.3 |
| 12 | — | SPDR SERIES TRUST | $10.0M | 1.7% | +6% | — |
| 13 |  $TSLA | Tesla, Inc. | $8.9M | 1.5% | -5% | 50.1 |
| 14 |  $DUK | Duke Energy CORP | $8.9M | 1.5% | -0% | 64 |
| 15 |  $META | Meta Platforms, Inc. | $8.7M | 1.4% | +1% | 80.9 |
| 16 |  $GS | GOLDMAN SACHS GROUP INC | $8.4M | 1.4% | +2% | — |
| 17 |  $WM | WASTE MANAGEMENT INC | $8.2M | 1.4% | +0% | 70.7 |
| 18 |  $CRWD | CrowdStrike Holdings, Inc. | $8.1M | 1.3% | +1% | 55 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.5M | 1.3% | -1% | 67 |
| 20 |  $PG | PROCTER & GAMBLE Co | $7.4M | 1.2% | +1% | 72.9 |
| 21 | $ETN | Eaton Corp plc | $7.4M | 1.2% | +0% | — |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.3M | 1.2% | -0% | — |
| 23 |  $DTB | DTE ENERGY CO | $7.1M | 1.2% | +0% | — |
| 24 | — | ISHARES TR | $7.0M | 1.1% | -2% | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.9M | 1.1% | -6% | 64.5 |
| 26 | $AVGO | Broadcom Inc. | $6.7M | 1.1% | +2% | 86.4 |
| 27 |  $EMR | EMERSON ELECTRIC CO | $6.4M | 1.1% | +0% | 65.9 |
| 28 | — | VANGUARD SPECIALIZED FUNDS | $6.2M | 1.0% | +18% | — |
| 29 | — | VANGUARD WHITEHALL FDS | $6.2M | 1.0% | +26% | — |
| 30 |  $ASML | ASML HOLDING NV | $5.8M | 1.0% | -7% | — |
| 31 |  $IVZ | Invesco Ltd. | $5.3M | 0.9% | +7% | — |
| 32 |  $PH | Parker-Hannifin Corp | $5.2M | 0.9% | -2% | 73.8 |
| 33 | — | VANGUARD INDEX FDS | $5.1M | 0.8% | +24% | — |
| 34 | — | VANGUARD INDEX FDS | $5.0M | 0.8% | +14% | — |
| 35 |  $ISRG | INTUITIVE SURGICAL INC | $4.9M | 0.8% | -4% | 81.4 |
| 36 | $CAT | CATERPILLAR INC | $4.6M | 0.8% | +1% | 67.8 |
| 37 |  $CVX | CHEVRON CORP | $4.4M | 0.7% | -2% | 54.7 |
| 38 | — | SELECT SECTOR SPDR TR | $4.4M | 0.7% | +2% | — |
| 39 |  $NOW | ServiceNow, Inc. | $4.0M | 0.7% | +44% | 76 |
| 40 |  $XOM | EXXON MOBIL CORP | $3.9M | 0.7% | +1% | 61.8 |
| 41 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.9M | 0.7% | -1% | — |
| 42 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.7M | 0.6% | -5% | 76.6 |
| 43 | — | VANGUARD INDEX FDS | $3.6M | 0.6% | +7% | — |
| 44 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $3.5M | 0.6% | +0% | 75.4 |
| 45 |  $LNG | Cheniere Energy, Inc. | $3.5M | 0.6% | -1% | 48.4 |
| 46 |  $SHOP | SHOPIFY INC. | $3.2M | 0.5% | -6% | — |
| 47 |  $MS | MORGAN STANLEY | $3.0M | 0.5% | +0% | — |
| 48 | — | DBX ETF TR | $2.9M | 0.5% | +2% | — |
| 49 |  $DE | DEERE & CO | $2.9M | 0.5% | +0% | 57.4 |
| 50 | — | PIMCO ETF TR | $2.8M | 0.5% | -2% | — |
| 51 |  $SNPS | SYNOPSYS INC | $2.8M | 0.5% | -2% | 63.1 |
| 52 |  $MA | Mastercard Inc | $2.8M | 0.5% | -2% | 81.7 |
| 53 | — | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.5% | +36% | — |
| 54 |  $KNSL | Kinsale Capital Group, Inc. | $2.7M | 0.5% | -6% | 79.6 |
| 55 |  $UL | UNILEVER PLC | $2.7M | 0.5% | -0% | — |
| 56 |  $DHR | DANAHER CORP /DE/ | $2.6M | 0.4% | +17% | 63.9 |
| 57 |  $CEG | Constellation Energy Corp | $2.4M | 0.4% | -1% | 62.5 |
| 58 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.4% | +7% | 66.7 |
| 59 |  $FE | FIRSTENERGY CORP | $2.3M | 0.4% | +0% | 61.6 |
| 60 |  $ANET | Arista Networks, Inc. | $2.3M | 0.4% | -2% | 86 |
| 61 |  $MET | METLIFE INC | $2.3M | 0.4% | -1% | 73.9 |
| 62 |  $APD | Air Products & Chemicals, Inc. | $2.3M | 0.4% | -1% | 41.2 |
| 63 |  $J | JACOBS SOLUTIONS INC. | $2.2M | 0.4% | -0% | 47.7 |
| 64 | — | SCHWAB STRATEGIC TR | $2.2M | 0.4% | +1% | — |
| 65 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.1M | 0.3% | -7% | 74.4 |
| 66 |  $MUJ | BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC. | $2.1M | 0.3% | +1% | — |
| 67 |  $HON | HONEYWELL INTERNATIONAL INC | $2.1M | 0.3% | +3% | 65.7 |
| 68 |  $AXON | AXON ENTERPRISE, INC. | $2.1M | 0.3% | -8% | 55.6 |
| 69 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.3% | +3% | — |
| 70 |  $MELI | MERCADOLIBRE INC | $2.0M | 0.3% | -7% | 77.5 |
| 71 |  $BLK | BlackRock, Inc. | $2.0M | 0.3% | -3% | 70.3 |
| 72 |  $GOOGL | Alphabet Inc. | $2.0M | 0.3% | -1% | 80.2 |
| 73 |  $BAM | Brookfield Asset Management Ltd. | $1.9M | 0.3% | +2% | — |
| 74 |  $CLBT | Cellebrite DI Ltd. | $1.9M | 0.3% | -5% | — |
| 75 |  $NFLX | NETFLIX INC | $1.9M | 0.3% | -11% | 86.7 |
| 76 |  $LLY | ELI LILLY & Co | $1.9M | 0.3% | +1% | 89.3 |
| 77 |  $ROK | ROCKWELL AUTOMATION, INC | $1.7M | 0.3% | -1% | 68.2 |
| 78 | — | ISHARES TR | $1.7M | 0.3% | +1% | — |
| 79 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.3% | +2% | 85.8 |
| 80 |  $KO | COCA COLA CO | $1.6M | 0.3% | +0% | 74 |
| 81 |  $AXP | AMERICAN EXPRESS CO | $1.6M | 0.3% | -1% | 73.2 |
| 82 |  $WMT | Walmart Inc. | $1.5M | 0.3% | +6% | 63.2 |
| 83 |  $TTD | Trade Desk, Inc. | $1.5M | 0.3% | -31% | 72.2 |
| 84 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.3% | +0% | 68.4 |
| 85 |  $T | AT&T INC. | $1.4M | 0.2% | +0% | 71.9 |
| 86 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.2% | -2% | 71.6 |
| 87 | — | NUVEEN NEW JERSEY | $1.4M | 0.2% | +0% | — |
| 88 |  $GEHC | GE HealthCare Technologies Inc. | $1.4M | 0.2% | -1% | 58.2 |
| 89 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.4M | 0.2% | -0% | 63.7 |
| 90 |  $PSX | Phillips 66 | $1.3M | 0.2% | +0% | 47.6 |
| 91 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.3M | 0.2% | +0% | 68.8 |
| 92 |  $JXN | Jackson Financial Inc. | $1.3M | 0.2% | +0% | 67.5 |
| 93 | — | SELECT SECTOR SPDR TR | $1.3M | 0.2% | +1% | — |
| 94 | — | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.2% | +11% | — |
| 95 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.2% | +2% | 65 |
| 96 | — | AMERICAN CENTY ETF TR | $1.2M | 0.2% | +1% | — |
| 97 |  $LH | LABCORP HOLDINGS INC. | $1.1M | 0.2% | -0% | 54.8 |
| 98 |  $ZS | Zscaler, Inc. | $1.1M | 0.2% | -6% | 57.9 |
| 99 |  $TT | Trane Technologies plc | $1.1M | 0.2% | -52% | — |
| 100 |  $ICE | Intercontinental Exchange, Inc. | $1.1M | 0.2% | -11% | 73.8 |
| 101 |  $ENB | ENBRIDGE INC | $1.1M | 0.2% | -1% | — |
| 102 |  $PTC | PTC INC. | $1.0M | 0.2% | -1% | 69.8 |
| 103 |  $PANW | Palo Alto Networks Inc | $1.0M | 0.2% | -19% | 66.5 |
| 104 |  $MRK | Merck & Co., Inc. | $1.0M | 0.2% | -4% | 70.9 |
| 105 |  $GLD | SPDR GOLD TRUST | $974,177 | 0.2% | NEW | — |
| 106 |  $LOW | LOWES COMPANIES INC | $954,970 | 0.2% | -0% | 63.5 |
| 107 |  $HEI.A | HEICO CORP | $945,847 | 0.2% | +0% | 79.2 |
| 108 |  $TRV | TRAVELERS COMPANIES, INC. | $931,914 | 0.1% | +1% | 71.5 |
| 109 | — | ISHARES TR | $868,771 | 0.1% | -1% | — |
| 110 |  $NUE | NUCOR CORP | $848,713 | 0.1% | +0% | 58.9 |
| 111 |  $RTX | RTX Corp | $785,736 | 0.1% | +1% | 70 |
| 112 |  $GEV | GE Vernova Inc. | $780,426 | 0.1% | +13% | 70.1 |
| 113 | — | AMPLIFY ETF TR | $772,936 | 0.1% | -28% | — |
| 114 | — | J P MORGAN EXCHANGE TRADED F | $762,707 | 0.1% | +15% | — |
| 115 |  $CRM | Salesforce, Inc. | $741,644 | 0.1% | -62% | 75.2 |
| 116 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $737,562 | 0.1% | -2% | 52.1 |
| 117 |  $TFC | TRUIST FINANCIAL CORP | $723,563 | 0.1% | -2% | — |
| 118 |  $GE | GENERAL ELECTRIC CO | $718,787 | 0.1% | -1% | 74.8 |
| 119 |  $ORCL | ORACLE CORP | $704,230 | 0.1% | -0% | 67.2 |
| 120 |  $MCK | MCKESSON CORP | $694,019 | 0.1% | +18% | 63.7 |
| 121 |  $MMM | 3M CO | $684,910 | 0.1% | +0% | 60.7 |
| 122 |  $MCD | MCDONALDS CORP | $683,486 | 0.1% | +0% | 73.9 |
| 123 |  $MDT | Medtronic plc | $666,165 | 0.1% | -7% | — |
| 124 |  $PFH | PRUDENTIAL FINANCIAL INC | $616,912 | 0.1% | -7% | 58.6 |
| 125 | — | SELECT SECTOR SPDR TR | $609,828 | 0.1% | -3% | — |
| 126 | — | FIDELITY COVINGTON TRUST | $577,345 | 0.1% | +0% | — |
| 127 |  $PFE | PFIZER INC | $565,840 | 0.1% | +16% | 69 |
| 128 |  $SHEL | Shell plc | $558,000 | 0.1% | +0% | — |
| 129 | — | FIRST TR EXCHANGE-TRADED FD | $556,444 | 0.1% | NEW | — |
| 130 |  $EXC | EXELON CORP | $551,159 | 0.1% | -2% | 63.9 |
| 131 | — | SELECT SECTOR SPDR TR | $550,772 | 0.1% | +1% | — |
| 132 | — | VANGUARD WORLD FD | $544,649 | 0.1% | -6% | — |
| 133 |  $MO | ALTRIA GROUP, INC. | $523,082 | 0.1% | -4% | 72.1 |
| 134 |  $PM | Philip Morris International Inc. | $521,173 | 0.1% | +0% | 80.5 |
| 135 |  $__PARK_1390777 | Bank of New York Mellon Corp | $517,383 | 0.1% | +0% | 36.7 |
| 136 |  $CSCO | CISCO SYSTEMS, INC. | $517,191 | 0.1% | +0% | 72.3 |
| 137 | — | SELECT SECTOR SPDR TR | $507,838 | 0.1% | +2% | — |
| 138 |  $AMD | ADVANCED MICRO DEVICES INC | $504,303 | 0.1% | +0% | 78.8 |
| 139 | — | GLOBAL X FDS | $489,199 | 0.1% | -6% | — |
| 140 |  $GWW | W.W. GRAINGER, INC. | $478,109 | 0.1% | +1% | 69.5 |
| 141 |  $CTVA | Corteva, Inc. | $466,301 | 0.1% | +0% | 48.4 |
| 142 |  $GLW | CORNING INC /NY | $446,601 | 0.1% | +14% | 72.7 |
| 143 |  $ED | CONSOLIDATED EDISON INC | $444,797 | 0.1% | +0% | 71.6 |
| 144 | — | SCHWAB STRATEGIC TR | $434,796 | 0.1% | +38% | — |
| 145 |  $MANH | MANHATTAN ASSOCIATES INC | $428,513 | 0.1% | -7% | 70.1 |
| 146 |  $CB | Chubb Ltd | $425,429 | 0.1% | +0% | — |
| 147 | — | INVESCO EXCHANGE TRADED FD T | $417,519 | 0.1% | -6% | — |
| 148 |  $PEP | PEPSICO INC | $410,365 | 0.1% | +1% | 62.7 |
| 149 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $407,034 | 0.1% | +1% | 66.4 |
| 150 | — | SELECT SECTOR SPDR TR | $388,098 | 0.1% | -8% | — |
| 151 |  $XPEV | XPENG INC. | $375,462 | 0.1% | -51% | — |
| 152 |  $ITW | ILLINOIS TOOL WORKS INC | $358,469 | 0.1% | +1% | 71.2 |
| 153 |  $BX | Blackstone Inc. | $345,565 | 0.1% | -56% | 68 |
| 154 |  $IR | Ingersoll Rand Inc. | $345,273 | 0.1% | +0% | 55.4 |
| 155 |  $AZN | ASTRAZENECA PLC | $342,966 | 0.1% | -50% | — |
| 156 |  $AMAT | APPLIED MATERIALS INC /DE | $341,384 | 0.1% | -2% | 74.8 |
| 157 | — | VANGUARD INDEX FDS | $332,842 | 0.1% | +0% | — |
| 158 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $325,627 | 0.1% | +0% | — |
| 159 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $315,164 | 0.1% | +0% | — |
| 160 |  $TJX | TJX COMPANIES INC /DE/ | $305,884 | 0.1% | -5% | 70.7 |
| 161 |  $ADI | ANALOG DEVICES INC | $293,824 | 0.1% | +0% | 76.2 |
| 162 |  $QCOM | QUALCOMM INC/DE | $290,356 | 0.1% | -18% | 81.9 |
| 163 | — | GLOBAL X FDS | $279,171 | 0.1% | -61% | — |
| 164 | — | PROSHARES TR | $277,322 | 0.1% | +0% | — |
| 165 |  $UAL | United Airlines Holdings, Inc. | $276,210 | 0.1% | +0% | 61.3 |
| 166 |  $SO | SOUTHERN CO | $275,214 | 0.1% | -4% | 65.1 |
| 167 |  $TROW | PRICE T ROWE GROUP INC | $261,406 | 0.0% | +0% | 75.8 |
| 168 |  $TTE | TotalEnergies SE | $260,021 | 0.0% | NEW | — |
| 169 |  $TOL | Toll Brothers, Inc. | $259,293 | 0.0% | +0% | 68.3 |
| 170 | — | ISHARES TR | $248,983 | 0.0% | -6% | — |
| 171 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $244,990 | 0.0% | -0% | 69.5 |
| 172 | — | ISHARES TR | $227,698 | 0.0% | +0% | — |
| 173 |  $AMGN | AMGEN INC | $226,476 | 0.0% | +0% | 79.5 |
| 174 |  $WMB | WILLIAMS COMPANIES, INC. | $224,474 | 0.0% | NEW | 72.8 |
| 175 | $IVZ | Invesco Ltd. | $222,654 | 0.0% | +0% | — |
| 176 |  $VEEV | VEEVA SYSTEMS INC | $214,305 | 0.0% | -23% | 77.8 |
| 177 | — | ISHARES TR | $206,824 | 0.0% | +0% | — |
| 178 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $205,188 | 0.0% | NEW | 66.5 |
| 179 |  $ELV | Elevance Health, Inc. | $204,245 | 0.0% | -0% | 59.4 |
| 180 |  $CLBK | Columbia Financial, Inc. | $183,137 | 0.0% | +0% | — |
| 181 |  $RFI | COHEN & STEERS TOTAL RETURN REALTY FUND INC | $123,665 | 0.0% | +0% | — |
| 182 |  $NAD | Nuveen Quality Municipal Income Fund | $121,774 | 0.0% | +0% | — |
| 183 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $120,500 | 0.0% | +0% | — |
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