What does Strategic Advisors LLC hold?

Strategic Advisors LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, MSFT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1569119.

What is Strategic Advisors LLC's AUM?

Strategic Advisors LLC reported approximately $474.7M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $832.9M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Strategic Advisors LLC's holdings?

All Strategic Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1569119. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Strategic Advisors LLC's 13F data updated on 13F Pro?

Strategic Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Strategic Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1569119

Institutional-grade research for retail investors

Sector Allocation

Technology36.0%$171.1M
Other24.0%$113.8M
Financials14.0%$66.4M
Consumer Discretionary7.2%$34.1M
Industrials5.5%$26.4M
Healthcare4.9%$23.1M
Utilities2.7%$13.0M
Energy2.4%$11.4M
Consumer Staples1.8%$8.7M
Materials0.9%$4.4M

AUM History

13fpro.ai/research/fund/strategic-advisors-llc-1569119

Conviction and streaks

Stable · top 10 = 48.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold11.5% weight · held 11 quarters

$MSFTConviction hold6.2% weight · held 11 quarters

$Conviction hold6.1% weight · held 11 quarters

$GOOGConviction hold5.1% weight · held 11 quarters

$AMZNConviction hold4.6% weight · held 11 quarters

$EPDAccumulating+55% shares · 9 quarters running

$Accumulating+36% shares · 7 quarters running

$Accumulating+228% shares · 7 quarters running

$ADIAccumulating+6% shares · 7 quarters running

$IVZAccumulating+58% shares · 5 quarters running

$TMOTrimming-62% shares · 10 quarters running

$APDTrimming-23% shares · 8 quarters running

$GOOGTrimming-37% shares · 7 quarters running

$HDTrimming-42% shares · 6 quarters running

$AAPLTrimming-19% shares · 4 quarters running

Largest positions — Q3 2026

AAPL
$54.5M
MSFT
$29.4M
SCHWAB
$28.9M
GOOGL
$24.4M
AMZN
$21.6M
SPDR
$21.6M
NVDA
$16.1M
JPM
$12.2M
V
$12.0M
SPDR
$11.4M
ABBV
$11.2M
META
$10.1M
CRWD
$9.3M
GS
$8.3M
QQQ
$7.6M
HD
$7.6M
IVZ
$7.1M
WM
$6.9M
SELECT
$6.9M
BRK.B
$6.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/strategic-advisors-llc-1569119

Strategic Advisors LLC 13F holdings — Q3 2026

$474.7M portfolio (+3.8% QoQ) · 161 holdings · Q3 2026 13F · top 10 are 49% of the stock portfolio

1
Apple Inc.
$AAPL
$54.5M
11.5% of stocks
-2%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
2
MICROSOFT CORP
$MSFT
$29.4M
6.2% of stocks
-3%This quarter—Since Q-end—Held
AIQuality79.8#30Est. buy—
3
SCHWAB STRATEGIC TR - US BRD MKT ETF
$28.9M
6.1% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
Alphabet Inc.
$GOOGL
$24.4M
5.1% of stocks
-4%This quarter—Since Q-end—Held
AIQuality77.7#60Est. buy—
5
AMAZON COM INC
$AMZN
$21.6M
4.6% of stocks
-3%This quarter—Since Q-end—Held
AIQuality67.5#361Est. buy—
6
SPDR SERIES TRUST - ST STR BLO 1 ETF
$21.6M
4.5% of stocks
+9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
NVIDIA CORP
$NVDA
$16.1M
3.4% of stocks
-17%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
8
JPMORGAN CHASE & CO
$JPM
$12.2M
2.6% of stocks
-3%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
VISA INC.
$V
$12.0M
2.5% of stocks
-1%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
SPDR SERIES TRUST - ST STR P500ETF
$11.4M
2.4% of stocks
-2%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$54.5M	11.5%	-2%	—	—	75.7#88	—
2	MICROSOFT CORP$MSFT	$29.4M	6.2%	-3%	—	—	79.8#30	—
3	SCHWAB STRATEGIC TR - US BRD MKT ETF	$28.9M	6.1%	-3%	—	—	—	—
4	Alphabet Inc.$GOOGL	$24.4M	5.1%	-4%	—	—	77.7#60	—
5	AMAZON COM INC$AMZN	$21.6M	4.6%	-3%	—	—	67.5#361	—
6	SPDR SERIES TRUST - ST STR BLO 1 ETF	$21.6M	4.5%	+9%	—	—	—	—
7	NVIDIA CORP$NVDA	$16.1M	3.4%	-17%	—	—	AI quality score is Pro: unlock with a free trial	—
8	JPMORGAN CHASE & CO$JPM	$12.2M	2.6%	-3%	—	—	AI quality score is Pro: unlock with a free trial	—
9	VISA INC.$V	$12.0M	2.5%	-1%	—	—	AI quality score is Pro: unlock with a free trial	—
10	SPDR SERIES TRUST - ST STR P500ETF	$11.4M	2.4%	-2%	—	—	—	—

All holdings — Strategic Advisors LLC (Q3 2026)

Sort

161 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$ABBV	AbbVie Inc.	Healthcare	$11.2M	2.4%	43K	-4%	—	AI quality score is Pro: unlock with a free trial	13F
12	$META	Meta Platforms, Inc.	Technology	$10.1M	2.1%	14K	+3%	—	AI quality score is Pro: unlock with a free trial	13F
13	$CRWD	CrowdStrike Holdings, Inc.	Technology	$9.3M	1.9%	35K	+273%	—	AI quality score is Pro: unlock with a free trial	13F
14	$GS	GOLDMAN SACHS GROUP INC	Financials	$8.3M	1.8%	9,236	-4%	—	AI quality score is Pro: unlock with a free trial	13F
15	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$7.6M	1.6%	10K	-11%	—	—	13F
16	$HD	HOME DEPOT, INC.	Consumer Discretionary	$7.6M	1.6%	27K	-6%	—	AI quality score is Pro: unlock with a free trial	13F
17	$IVZ	Invesco Ltd.etf/fund	Financials	$7.1M	1.5%	23K	+0.6%	—	—	13F
18	$WM	WASTE MANAGEMENT INC	Utilities	$6.9M	1.5%	34K	-2%	—	AI quality score is Pro: unlock with a free trial	13F
19	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$6.9M	1.4%	35K	+6%	—	—	13F
20	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$6.6M	1.4%	13K	-5%	—	AI quality score is Pro: unlock with a free trial	13F
21	$ETN	Eaton Corp plc	Industrials	$6.3M	1.3%	15K	-3%	—	—	13F
22	$PH	Parker-Hannifin Corp	Industrials	$5.4M	1.1%	5,624	-0.2%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	VANGUARD INDEX FDS - TOTAL STK MKTetf/fund	—	$4.9M	1.0%	13K	+20%	—	—	13F
24	$AVGO	Broadcom Inc.	Technology	$4.2M	0.9%	12K	-8%	—	AI quality score is Pro: unlock with a free trial	13F
25	$CVX	CHEVRON CORP	Energy	$4.1M	0.9%	20K	-3%	—	AI quality score is Pro: unlock with a free trial	13F
26	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$4.0M	0.8%	4,411	+3%
27	$AMD	ADVANCED MICRO DEVICES INC	Technology	$3.8M	0.8%	6,174	+149%
28	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$3.2M	0.7%	39K	+11%
29	$LNG	Cheniere Energy, Inc.	Energy	$3.1M	0.7%	11K	-0.8%
30	$MA	Mastercard Inc	Financials	$3.1M	0.6%	5,546	-0.2%
31	$MET	METLIFE INC	Financials	$3.1M	0.6%	32K	—
32	—	ISHARES TR - 0-3 MTH TREASURY	—	$3.0M	0.6%	30K	-18%
33	$CEG	Constellation Energy Corp	Utilities	$3.0M	0.6%	12K	-0.3%
34	—	DBX ETF TR - XTRACK MSCI EAFE	—	$2.8M	0.6%	50K	-0.5%
35	$LLY	ELI LILLY & Co	Healthcare	$2.4M	0.5%	2,100	+4%
36	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$2.4M	0.5%	66K	-2%
37	$SPY	SPDR S&P 500 ETF TRUST	—	$2.3M	0.5%	3,017	-5%
38	$PANW	Palo Alto Networks Inc	Technology	$2.3M	0.5%	5,697	-9%
39	$J	JACOBS SOLUTIONS INC.	Industrials	$2.2M	0.5%	16K	-4%
40	$PLTR	Palantir Technologies Inc.	Technology	$2.2M	0.5%	12K	-2%
41	$GOOG	Alphabet Inc.	Technology	$2.1M	0.5%	6,201	-0.6%
42	$APD	Air Products & Chemicals, Inc.	Materials	$2.0M	0.4%	7,344	-3%
43	$ANET	Arista Networks, Inc.	Technology	$1.9M	0.4%	9,568	-3%
44	$CAT	CATERPILLAR INC	Industrials	$1.9M	0.4%	2,358	-0.5%
45	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$1.9M	0.4%	2,752	-0.6%
46	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$1.8M	0.4%	14K	+80%
47	$PSX	Phillips 66	Energy	$1.8M	0.4%	7,026	+0.0%
48	$AXON	AXON ENTERPRISE, INC.	Industrials	$1.8M	0.4%	4,204	+8%
49	—	PIMCO ETF TR - ACTIVE BD ETF	—	$1.8M	0.4%	20K	-22%
50	$DHR	DANAHER CORP /DE/	Healthcare	$1.8M	0.4%	7,908	-40%
51	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.7M	0.3%	31K	+0.1%
52	—	ISHARES TR - RUS MID CAP ETF	—	$1.6M	0.3%	15K	-1%
53	$AXP	AMERICAN EXPRESS CO	Financials	$1.6M	0.3%	5,177	+0.3%
54	$UBER	Uber Technologies, Inc	Technology	$1.6M	0.3%	23K	+22%
55	$JXN	Jackson Financial Inc.	Financials	$1.5M	0.3%	12K	—
56	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.5M	0.3%	10K	-9%
57	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.5M	0.3%	6,647	-12%
58	$INTC	INTEL CORP	Technology	$1.4M	0.3%	11K	+33%
59	$BA	BOEING CO	Industrials	$1.4M	0.3%	7,308	New
60	$CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	$1.4M	0.3%	21K	—
61	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$1.3M	0.3%	29K	+1%
62	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$1.3M	0.3%	23K	+2%
63	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$1.3M	0.3%	21K	+0.1%
64	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.3M	0.3%	3,531	-0.9%
65	—	AMPLIFY ETF TR - AMPLIFY CYBERSEC	—	$1.2M	0.3%	10K	—
66	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$1.2M	0.3%	38K	+161%
67	$MRK	Merck & Co., Inc.	Healthcare	$1.2M	0.3%	8,383	+0.3%
68	$T	AT&T INC.	Communication Services	$1.2M	0.3%	48K	-3%
69	$TT	Trane Technologies plc	Technology	$1.2M	0.3%	2,599	—
70	$TRV	TRAVELERS COMPANIES, INC.	Financials	$1.1M	0.2%	3,202	+0.3%
71	$LH	LABCORP HOLDINGS INC.	Healthcare	$1.1M	0.2%	3,582	-13%
72	$NUE	NUCOR CORP	Materials	$1.1M	0.2%	4,719	-6%
73	$DUK	Duke Energy CORP	Utilities	$1.1M	0.2%	9,488	+0.1%
74	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$1.1M	0.2%	9,125	+1.0%
75	$LMT	LOCKHEED MARTIN CORP	Industrials	$1.0M	0.2%	2,031	+0.6%
76	$GEV	GE Vernova Inc.	Industrials	$1.0M	0.2%	1,082	+9%
77	$BSX	BOSTON SCIENTIFIC CORP	Healthcare	$968K	0.2%	22K	New
78	$KO	COCA COLA CO	Consumer Staples	$924K	0.2%	11K	+0.2%
79	$ENB	ENBRIDGE INC	Energy	$921K	0.2%	20K	—
80	$GLD	SPDR GOLD TRUST	Financials	$903K	0.2%	2,370	+3%
81	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$888K	0.2%	15K	+4%
82	$WMT	Walmart Inc.	Consumer Staples	$852K	0.2%	8,195	-32%
83	$BNY	Bank of New York Mellon Corp	Financials	$844K	0.2%	5,838	+35%
84	—	ISHARES TR - RUS 1000 ETF	—	$830K	0.2%	1,995	-17%
85	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$826K	0.2%	8,014	-6%
86	$GE	GENERAL ELECTRIC CO	Industrials	$783K	0.2%	2,507	+0.1%
87	$MMM	3M CO	Healthcare	$774K	0.2%	4,718	+0.0%
88	$RTX	RTX Corp	Industrials	$761K	0.2%	4,099	-5%
89	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$753K	0.2%	6,347	—
90	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$746K	0.2%	4,048	+0.1%
91	$EMR	EMERSON ELECTRIC CO	Industrials	$733K	0.1%	4,724	+0.1%
92	$MS	MORGAN STANLEY	Financials	$732K	0.1%	3,891	+0.1%
93	$TFC	TRUIST FINANCIAL CORP	Financials	$729K	0.1%	16K	—
94	$HEI.A	HEICO CORP	Industrials	$726K	0.1%	3,180	—
95	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$717K	0.1%	6,315	—
96	$CRM	Salesforce, Inc.	Technology	$671K	0.1%	2,922	-23%
97	$IP	INTERNATIONAL PAPER CO /NEW/	Materials	$652K	0.1%	20K	—
98	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$611K	0.1%	3,625	+3%
99	$BLK	BlackRock, Inc.	Financials	$605K	0.1%	572	-34%
100	$PM	Philip Morris International Inc.	Consumer Staples	$602K	0.1%	3,154	+0.0%
101	$NOW	ServiceNow, Inc.	Technology	$593K	0.1%	4,427	-9%
102	$ORCL	ORACLE CORP	Technology	$589K	0.1%	4,292	-10%
103	$CSCO	CISCO SYSTEMS, INC.	Technology	$582K	0.1%	5,409	-18%
104	—	FIDELITY COVINGTON TRUST - MSCI ENERGY IDX	—	$573K	0.1%	17K	+0.5%
105	$GLW	CORNING INC /NY	Materials	$571K	0.1%	3,712	—
106	$SHEL	Shell plc	Energy	$570K	0.1%	6,000	—
107	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$553K	0.1%	3,664	+87%
108	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$547K	0.1%	439	+0.2%
109	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$532K	0.1%	3,189	+2%
110	$PFE	PFIZER INC	Healthcare	$520K	0.1%	18K	—
111	$MCD	MCDONALDS CORP	Consumer Discretionary	$504K	0.1%	2,182	+0.2%
112	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$496K	0.1%	2,352	-15%
113	$AMAT	APPLIED MATERIALS INC /DE	Technology	$488K	0.1%	954	+0.1%
114	$MU	MICRON TECHNOLOGY INC	Technology	$468K	0.1%	439	+12%
115	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$452K	0.1%	11K	-0.2%
116	$CTVA	Corteva, Inc.	Consumer Staples	$433K	0.1%	5,572	+0.0%
117	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$433K	0.1%	1,186	—
118	$CB	Chubb Ltd	Financials	$419K	0.1%	1,289	+0.2%
119	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$413K	0.1%	2,110	—
120	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$412K	0.1%	12K	+7%
121	$QCOM	QUALCOMM INC/DE	Technology	$409K	0.1%	2,222	+0.2%
122	$ED	CONSOLIDATED EDISON INC	Utilities	$402K	0.1%	3,930	—
123	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$398K	0.1%	762	-6%
124	—	GLOBAL X FDS - US INFR DEV ETF	—	$395K	0.1%	7,526	—
125	$ADI	ANALOG DEVICES INC	Technology	$368K	0.1%	929	+0.3%
126	—	VANGUARD INDEX FDS - MID CAP ETF	—	$364K	0.1%	4,636	—
127	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$358K	0.1%	1,392	+0.5%
128	$HONA	Honeywell Aerospace Inc.	Industrials	$357K	0.1%	2,301	-15%
129	$MO	ALTRIA GROUP, INC.	Consumer Staples	$351K	0.1%	5,217	+8%
130	$EXC	EXELON CORP	Utilities	$342K	0.1%	8,472	+0.2%
131	—	VANGUARD NY TAX FREE FDS - TAX EXEMPT BD	—	$337K	0.1%	3,465	+8%
132	$JNJ	JOHNSON & JOHNSON	Healthcare	$337K	0.1%	1,272	+47%
133	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$336K	0.1%	511	—
134	$BX	Blackstone Inc.	Financials	$335K	0.1%	2,993	+0.3%
135	$UAL	United Airlines Holdings, Inc.	Industrials	$333K	0.1%	3,000	—
136	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$330K	0.1%	6,188	+1%
137	$IR	Ingersoll Rand Inc.	Industrials	$324K	0.1%	4,310	—
138	—	INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR	—	$321K	0.1%	2,986	—
139	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$302K	0.1%	3,554	New
140	$TROW	PRICE T ROWE GROUP INC	Financials	$302K	0.1%	2,900	—
141	$RQI	COHEN & STEERS QUALITY INCOME REALTY FUND INC	Other	$295K	0.1%	27K	—
142	$AZN	ASTRAZENECA PLC	Healthcare	$278K	0.1%	1,724	—
143	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$274K	0.1%	4,561	+6%
144	$AMGN	AMGEN INC	Healthcare	$273K	0.1%	647	+0.3%
145	$DTB	DTE ENERGY CO	Utilities	$270K	0.1%	2,214	—
146	$VEEV	VEEVA SYSTEMS INC	Technology	$269K	0.1%	944	New
147	—	ISHARES TR - RUS 1000 GRW ETF	—	$268K	0.1%	2,136	—
148	—	PROSHARES TR - S&P 500 DV ARIST	—	$257K	0.1%	4,756	-9%
149	$TOL	Toll Brothers, Inc.	Industrials	$256K	0.1%	1,900	—
150	$IVZ	Invesco Ltd.	Financials	$253K	0.1%	3,835	—

What changed in Q3 2026

Against the previous quarter's 13F: 4 new, 63 added to, 57 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

$BABOEING CO$1.4M
first bought this quarter
$BSXBOSTON SCIENTIFIC CORP$968K
first bought this quarter
VANGUARD STAR FDS - VG TL INTL STK F$302K
first bought this quarter
$VEEVVEEVA SYSTEMS INC$269K
first bought this quarter

Added to (63)

$CRWDCrowdStrike Holdings, Inc.+273%
now $9.3M
$AMDADVANCED MICRO DEVICES INC+149%
now $3.8M
SPDR SERIES TRUST - ST STR BLO 1 ETF+9%
now $21.6M
VANGUARD INDEX FDS - TOTAL STK MKT+20%
now $4.9M
$TJXTJX COMPANIES INC /DE/+80%
now $1.8M
SCHWAB STRATEGIC TR - US DIVIDEND EQ+161%
now $1.2M

+57 more in the Excel export

Trimmed (57)

$NVDANVIDIA CORP-17%
now $16.1M
$AAPLApple Inc.-2%
now $54.5M
$DHRDANAHER CORP /DE/-40%
now $1.8M
$GOOGLAlphabet Inc.-4%
now $24.4M
SCHWAB STRATEGIC TR - US BRD MKT ETF-3%
now $28.9M
$QQQINVESCO QQQ TRUST, SERIES 1-11%
now $7.6M

+51 more in the Excel export

Sold out (8)

$ISRGINTUITIVE SURGICAL INCwas $1.7M
held 10+ qtrs
$GEHCGE HealthCare Technologies Inc.was $611K
held 10+ qtrs
$MCKMCKESSON CORPwas $606K
held 10+ qtrs
$MDTMedtronic plcwas $413K
held 10+ qtrs
$CARRCARRIER GLOBAL Corpwas $244K
held 1 qtr
ISHARES TR - CORE S&P MCP ETFwas $213K

+2 more in the Excel export

Firm AUM (Form ADV): $832.9M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Strategic Advisors LLC has filed, 42 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

Strategic Advisors LLC disclosed 161 positions worth $474.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 11.5% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 4 new positions and exited 8 — including a new stake in $BA and a full exit from $ISRG. The portfolio is most concentrated in Technology (36.0% of disclosed assets). All figures are sourced directly from Strategic Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1569119.

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AI-Powered Hedge Fund Analysis: Strategic Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Strategic Advisors LLC (SEC CIK: 1569119), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Strategic Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.