StockDriftsStockDriftsTop 50 Strategic Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.58% | 167.1K | $48.4M | -12.19%(-23.19K) | $92.04(+231.78%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 6.47% | 1.02M | $29.6M | -7.79%(-86.33K) | $12.11(+147.91%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.8% | 74.2K | $26.5M | -4.23%(-3.28K) | $84.85(+306.28%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.82% | 59.0K | $22.0M | -13.73%(-9.40K) | $170.19(+185.60%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.65% | 89.2K | $21.3M | -26.49%(-32.14K) | $104.65(+150.88%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 4.33% | 216.1K | $19.8M | +5.22%(+10.71K) | $91.69(-0.16%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.71% | 84.8K | $17.0M | -55.82%(-107.14K) | $51.44(+339.46%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.73% | 38.1K | $12.5M | -0.77%(-295) | $104.58(+248.75%) | 2026-06-30 | |
| V | VISA INC | 2.54% | 33.8K | $11.6M | +0.22%(+75) | $99.30(+264.51%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.49% | 129.6K | $11.4M | -0.51%(-669) | $64.69(+41.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.03% | +68.65% | +10.94% | +68.04% |
| Top 20 Holdings Unweighted | +18.21% | +65.16% | +10.43% | +64.19% |
Strategic Advisors LLC reports $457.21M in US-listed equity holdings across 164 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.6%), SCHB (6.5%) and GOOGL (5.8%). The top 20 holdings account for 65.96% of reported assets. Its disclosed equity book has returned +68.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569119). View Strategic Advisors LLC’s 13F filings on SEC