13F Insight
DOSSIER · 13F-HR · Q2 2026

Strategic Investment Advisors / MI

$1.7B in tracked AUM across 398 positions as of Q2 2026.

SI
CIK 0001760540 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
398
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Strategic Investment Advisors / MI filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$215M313K13.0%02
MGK
VANGUARD WORLD FD
$105M1.2M6.3%03
IEFA
ISHARES TR
$92M955K5.6%04
VUG
VANGUARD INDEX FDS
$77M896K4.7%05
VEA
VANGUARD TAX-MANAGED FDS
$74M1.0M4.5%06
MGV
VANGUARD WORLD FD
$72M443K4.4%07
VTV
VANGUARD INDEX FDS
$56M258K3.4%08
IEMG
ISHARES INC
$51M614K3.1%09
SHY
ISHARES TR
$38M459K2.3%10
BIL
SPDR SERIES TRUST
$34M366K2.0%

Filing history

2026Q2Jun 30
$1.7B▲ 14.2%
398 positionsView →2026Q1Mar 31
$1.4B▲ 25.2%
386 positionsView →2025Q4Dec 31
$1.2B▲ 3.9%
240 positionsView →2025Q3Sep 30
$1.1B▲ 8.2%
266 positionsView →2025Q2Jun 30
$1.0B▲ 9.0%
238 positionsLocked2025Q1Mar 31
$944M▲ 0.2%
236 positionsLocked2024Q4Dec 31
$941M▲ 3.1%
237 positionsLocked2024Q3Sep 30
$913M▲ 11.3%
239 positionsLocked2024Q2Jun 30
$820M▲ 5.3%
234 positionsLocked2024Q1Mar 31
$779M▲ 12.5%
241 positionsLocked2023Q4Dec 31
$693M▲ 14.1%
233 positionsLocked2023Q3Sep 30
$607M▼ 15.8%
231 positionsLocked
Showing 12 of 31