StockDriftsStockDriftsTop 41 Strategic Advisory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 38.88% | 79.9K | $54.8M | +6.22%(+4.68K) | $619.98(+14.95%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 25.17% | 483.7K | $35.5M | +3.31%(+15.50K) | $74.18(-2.60%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 7.13% | 63.4K | $10.1M | +7.13%(+4.22K) | $147.48(+13.45%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 6.91% | 117.3K | $9.7M | +7.86%(+8.55K) | $78.47(+9.72%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 5.13% | 96.6K | $7.2M | +3.41%(+3.19K) | $72.49(+4.72%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.95% | 172.2K | $4.2M | +43.51%(+52.21K) | $24.28(-0.71%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.43% | 6.7K | $2.0M | -0.16%(-11) | $256.12(+20.44%) | 2026-06-30 | |
| IBB | ISHARES TR | 1.4% | 10.4K | $2.0M | -24.85%(-3.43K) | $156.57(+28.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.9% | 4.4K | $1.3M | -1.45%(-65) | $263.24(+16.01%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 0.89% | 1.7K | $1.2M | +11.79%(+179) | $611.56(+19.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.37% |
Strategic Advisory Partners LLC reports $141.20M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are VOO (38.9%), BND (25.2%) and XLV (7.1%). The top 20 holdings account for 95.96% of reported assets. Its disclosed equity book has returned +5.13% cumulatively over 2 quarters. 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 Advisory Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2114344). View Strategic Advisory Partners LLC’s 13F filings on SEC