DOSSIER · 13F-HR · Q1 2026

Strategic Advisors LLC

$602M in tracked AUM across 183 positions as of Q1 2026.

SA
CIK 0001569119 · last filed Mar 31, 2026
Total AUM
$602M
as of Q1 2026
Holdings
183
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Strategic Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$48M190K8.0%
02
NVDA
NVIDIA CORPORATION
$33M192K5.6%
03
SCHB
SCHWAB STRATEGIC TR
$28M1.1M4.6%
04
MSFT
MICROSOFT CORP
$25M68K4.2%
05
AMZN
AMAZON COM INC
$25M121K4.2%
06
GOOGL
ALPHABET INC
$22M78K3.7%
07
BIL
SPDR SERIES TRUST
$19M205K3.1%
08
HD
HOME DEPOT INC
$14M42K2.3%
09
JPM
JPMORGAN CHASE & CO
$11M38K1.9%
10
V
VISA INC
$10M34K1.7%

Filing history

2026Q1Mar 31
$602M 5.7%
183 positionsView →
2025Q4Dec 31
$638M 2.5%
180 positionsView →
2025Q3Sep 30
$623M 22.5%
185 positionsView →
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
2023Q3Sep 30
$507M 3.4%
194 positionsLocked
2023Q2Jun 30
$525M 6.3%
198 positionsLocked
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