Strategic Investment Advisors / MI

DOSSIER · 13F-HR · Q1 2026

Strategic Investment Advisors / MI

$1.4B in tracked AUM across 386 positions as of Q1 2026.

SI

CIK 0001760540 · last filed Mar 31, 2026

Total AUM

$1.4B

as of Q1 2026

Holdings

386

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Strategic Investment Advisors / MI 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

VOO

VANGUARD INDEX FUNDS S&P 500 ETF USD

$160M268K11.1%02

MGK

VANGUARD MEGA CAP GROWTH INDEX FUND

$86M235K6.0%03

IEFA

ISHARES TRUST CORE MSCI EAFE ETF

$73M811K5.1%04

VEA

VANGUARD DEVELOPED MARKETS INDEX FUND ETF

$66M1.0M4.6%05

VUG

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

$65M150K4.5%06

MGV

VANGUARD MEGA CAP VALUE INDEX FUND

$63M434K4.4%07

VTV

VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR

$50M257K3.5%08

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$37M528K2.5%09

BIL

SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF

$36M396K2.5%10

SHY

ISHARES TRUST 1-3 YEAR TREASURY BOND ETF