StockDriftsStockDriftsTop 17 Strategic Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD INT TER | 31.06% | 1.73M | $135.9M | new | $80.48(-2.27%) | 2026-09-30 | |
| VOO | VANGUARD S&P500 ETF | 24.46% | 152.7K | $107.0M | +0.00%(+0) | $608.09(+15.87%) | 2026-09-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE | 7.46% | 345.3K | $32.6M | +0.18%(+630) | $99.08(-4.01%) | 2026-09-30 | |
| BBCA | JPMorgan BetaBuilders Canada ETF | 7.41% | 323.0K | $32.4M | -3.10%(-10.32K) | $86.24(+20.26%) | 2026-09-30 | |
| IEMG | MSCI Emerging Markets ETF (iShares Core) | 5.49% | 296.0K | $24.0M | -16.02%(-56.46K) | $62.13(+24.49%) | 2026-09-30 | |
| GSG | ISHARES S&P GSCI COMMODITY I | 5.19% | 638.5K | $22.7M | -9.56%(-67.47K) | $17.59(+110.61%) | 2026-09-30 | |
| IWV | ISHARES RUSSELL 3000 INDEX | 3.7% | 37.5K | $16.2M | -9.33%(-3.86K) | $344.76(+25.70%) | 2026-09-30 | |
| IEFA | MSCI EAFE ETF (iShares Core) | 3.55% | 160.1K | $15.5M | -0.28%(-450) | $73.29(+30.94%) | 2026-09-30 | |
| GLD | SPDR GOLD TRUST | 3.38% | 38.9K | $14.8M | -6.14%(-2.54K) | $219.02(+73.36%) | 2026-09-30 | |
| JNK | SPDR BARCLAYS CAPITAL HIGH | 3.1% | 146.1K | $13.6M | +83.09%(+66.32K) | $95.77(-3.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.46% | +57.94% | +7.31% | +42.30% |
| Top 20 Holdings Unweighted | +19.33% | +69.94% | +9.77% | +59.41% |
Strategic Investment Management LLC reports $437.46M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (31.1%), VOO (24.5%) and AGG (7.5%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +57.94% 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 Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 846633). View Strategic Investment Management LLC’s 13F filings on SEC