StockDriftsStockDriftsTop 36 Strategic Point Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.59% | 149.9K | $112.0M | -0.35%(-534) | $105.89(+630.51%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.81% | 110.8K | $83.0M | +3.54%(+3.79K) | $257.69(+201.66%) | 2026-06-30 | |
| IEI | ISHARES TR | 10.21% | 667.2K | $78.4M | +4.34%(+27.78K) | $116.71(-0.20%) | 2026-06-30 | |
| ITOT | ISHARES TR | 7.68% | 359.0K | $59.0M | +1.62%(+5.73K) | $69.29(+144.76%) | 2026-06-30 | |
| IVE | ISHARES TR | 7.39% | 249.9K | $56.7M | +1.98%(+4.84K) | $135.25(+75.02%) | 2026-06-30 | |
| IWF | ISHARES TR | 6.48% | 400.5K | $49.7M | +1.88%(+7.40K) | $143.28(-12.56%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.81% | 233.9K | $44.6M | +1.07%(+2.47K) | $31.97(+484.20%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.46% | 555.2K | $41.9M | +3.86%(+20.63K) | $33.11(+149.87%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 4.85% | 1.24M | $37.2M | +3.81%(+45.54K) | $29.60(+1.04%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.27% | 430.7K | $25.1M | +2.23%(+9.41K) | $58.47(-0.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.65% | +46.81% | +7.41% | +42.95% |
| Top 20 Holdings Unweighted | +13.89% | +47.74% | +7.53% | +43.78% |
Strategic Point Investment Advisors, LLC reports $767.47M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are SPY (14.6%), IVV (10.8%) and IEI (10.2%). The top 20 holdings account for 97.9% of reported assets. Its disclosed equity book has returned +46.81% 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 Point Investment Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Strategic Point Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1295044). View Strategic Point Investment Advisors, LLC’s 13F filings on SEC