DOSSIER · 13F-HR · Q3 2026

Strategic Advisors LLC

$475M in tracked AUM across 161 positions as of Q3 2026.

SA
CIK 0001569119 · last filed Sep 30, 2026
Total AUM
$475M
as of Q3 2026
Holdings
161
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Strategic Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$54M164K11.5%
02
MSFT
MICROSOFT CORP
$29M57K6.2%
03
SCHB
SCHWAB STRATEGIC TR
$29M987K6.1%
04
GOOGL
ALPHABET INC
$24M71K5.1%
05
AMZN
AMAZON COM INC
$22M87K4.6%
06
BIL
SPDR SERIES TRUST
$22M236K4.6%
07
NVDA
NVIDIA CORPORATION
$16M70K3.4%
08
JPM
JPMORGAN CHASE & CO
$12M37K2.6%
09
V
VISA INC
$12M33K2.5%
10
SPYM
SPDR SERIES TRUST
$11M128K2.4%

Filing history

2026Q3Sep 30
$475M▲ 3.8%
161 positionsView →
2026Q2Jun 30
$457M▼ 24.1%
164 positionsView →
2026Q1Mar 31
$602M▼ 5.7%
183 positionsView →
2025Q4Dec 31
$638M▲ 2.5%
180 positionsView →
2025Q3Sep 30
$623M▲ 22.5%
185 positionsLocked
2025Q2Jun 30
$508M▼ 2.0%
176 positionsLocked
2025Q1Mar 31
$519M▼ 6.3%
187 positionsLocked
2024Q4Dec 31
$554M▲ 3.3%
197 positionsLocked
2024Q3Sep 30
$536M▲ 4.0%
202 positionsLocked
2024Q2Jun 30
$515M▲ 1.6%
201 positionsLocked
2024Q1Mar 31
$507M▼ 4.0%
201 positionsLocked
2023Q4Dec 31
$528M▲ 4.2%
199 positionsLocked
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