StockDriftsStockDriftsTop 50 Strategic Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.48% | 163.6K | $54.5M | -2.11%(-3.53K) | $92.04(+272.58%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.2% | 57.4K | $29.4M | -2.76%(-1.63K) | $170.19(+213.48%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 6.09% | 986.8K | $28.9M | -3.42%(-34.98K) | $12.11(+142.87%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.14% | 70.9K | $24.4M | -4.47%(-3.32K) | $84.85(+305.65%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.56% | 86.8K | $21.6M | -2.68%(-2.39K) | $104.65(+150.80%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 4.55% | 235.8K | $21.6M | +9.10%(+19.68K) | $91.69(-0.13%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.39% | 70.4K | $16.1M | -16.93%(-14.36K) | $51.44(+322.01%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.58% | 37.0K | $12.2M | -2.99%(-1.14K) | $104.58(+218.93%) | 2026-09-30 | |
| V | VISA INC | 2.53% | 33.4K | $12.0M | -1.05%(-354) | $99.30(+305.78%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.41% | 127.5K | $11.4M | -1.59%(-2.06K) | $64.69(+39.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.43% | +79.07% | +11.80% | +74.70% |
| Top 20 Holdings Unweighted | +20.12% | +73.33% | +10.68% | +66.07% |
Strategic Advisors LLC reports $474.67M in US-listed equity holdings across 161 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.5%), MSFT (6.2%) and SCHB (6.1%). The top 20 holdings account for 66.08% of reported assets. Its disclosed equity book has returned +79.07% on a three-year cumulative basis. Figures reflect the Q3 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