StockDriftsStockDriftsTop 50 Strategic Investment Advisors Mi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.02% | 313.4K | $215.3M | +17.14%(+45.85K) | $578.80(+23.13%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 6.35% | 1.19M | $104.9M | +1.55%(+18.18K) | $80.71(+12.13%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.58% | 954.7K | $92.2M | +17.76%(+144.00K) | $89.10(+13.72%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.67% | 896.4K | $77.2M | -0.33%(-2.98K) | $57.36(+55.46%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.46% | 1.03M | $73.7M | -0.03%(-290) | $46.90(+57.81%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 4.38% | 442.7K | $72.4M | +1.91%(+8.29K) | $140.54(+19.82%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.4% | 258.1K | $56.3M | +0.38%(+986) | $143.60(+58.44%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.08% | 614.4K | $50.9M | +16.40%(+86.55K) | $60.53(+36.52%) | 2026-06-30 | |
| SHY | ISHARES TR | 2.28% | 458.6K | $37.7M | +42.64%(+137.11K) | $82.56(-0.65%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.03% | 366.2K | $33.6M | -7.62%(-30.22K) | $91.57(-0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.82% | +6.98% | +40.13% |
| Top 20 Holdings Unweighted | +11.05% | +36.95% | +5.39% | +29.99% |
Strategic Investment Advisors Mi reports $1.65B in US-listed equity holdings across 398 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.0%), MGK (6.3%) and IEFA (5.6%). The top 20 holdings account for 64.47% of reported assets. Its disclosed equity book has returned +44.82% 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.
Sign up free to track Strategic Investment Advisors Mi, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Strategic Investment Advisors Mi’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1760540). View Strategic Investment Advisors Mi’s 13F filings on SEC