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Stelac Advisory Services LLC

Portfolio Manager
Stelac Advisory Services LLC
Performance
-7.16% (2026 Q1)
AUM (13F)
$494.25M
# of Holdings
163
Performance Rank
Allocation (Top 20)
57.33%

Stelac Advisory Services LLC Holdings Map

Top 50 Stelac Advisory Services LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
7.77%133.7K$38.4M
+50.29%(+44.73K)
2025-Q1: 89.6K shares2025-Q2: 89.6K shares2025-Q3: 91.1K shares2025-Q4: 88.9K shares2026-Q1: 133.7K shares
$175.56(+105.00%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.13%145.7K$25.4M
+86.73%(+67.68K)
2025-Q1: 109.5K shares2025-Q2: 109.9K shares2025-Q3: 110.9K shares2025-Q4: 78.0K shares2026-Q1: 145.7K shares
$121.48(+60.38%)
2026-03-31
FSUN
FIRSTSUN CAP BANCORP
4.6%623.7K$22.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 623.7K shares
$37.05(+5.22%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
4.09%245.4K$20.2M
+35.17%(+63.85K)
2025-Q1: 196.5K shares2025-Q2: 197.7K shares2025-Q3: 201.9K shares2025-Q4: 181.5K shares2026-Q1: 245.4K shares
$63.09(+41.62%)
2026-03-31
PLD
PROLOGIS INC.
3.28%122.5K$16.2M
-10.91%(-15.00K)
2025-Q1: 168.0K shares2025-Q2: 168.0K shares2025-Q3: 152.7K shares2025-Q4: 137.5K shares2026-Q1: 122.5K shares
$104.43(+33.52%)
2026-03-31
MSFT
MICROSOFT CORP
3.14%41.9K$15.5M
+117.31%(+22.62K)
2025-Q1: 22.6K shares2025-Q2: 22.7K shares2025-Q3: 22.9K shares2025-Q4: 19.3K shares2026-Q1: 41.9K shares
$347.14(+12.49%)
2026-03-31
SPY
SPDR S&P 500 ETF TR
3.09%23.5K$15.3M
+4.27%(+961)
2025-Q1: 26.4K shares2025-Q2: 25.2K shares2025-Q3: 22.1K shares2025-Q4: 22.5K shares2026-Q1: 23.5K shares
$290.58(+156.31%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.83%23.4K$14.0M
+5.05%(+1.12K)
2025-Q1: 22.8K shares2025-Q2: 26.5K shares2025-Q3: 26.6K shares2025-Q4: 22.2K shares2026-Q1: 23.4K shares
$372.33(+83.93%)
2026-03-31
AMZN
AMAZON COM INC
2.79%66.3K$13.8M
+1361.76%(+61.74K)
2025-Q1: 5.5K shares2025-Q2: 4.8K shares2025-Q3: 4.6K shares2025-Q4: 4.5K shares2026-Q1: 66.3K shares
$215.18(+12.77%)
2026-03-31
BIL
SPDR SERIES TRUST
2.7%145.7K$13.4Mnew2025-Q1: 63.1K shares2025-Q2: 1.6K shares2025-Q3: 74.7K shares2025-Q4: 0 shares2026-Q1: 145.7K shares
$91.63(-0.21%)
2026-03-31

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