13F Insight
DOSSIER · 13F-HR · Q1 2026

Strategic Investment Advisors / MI

Strategic Investment / MI's asset manager based in New York, NY — $1.4B in tracked AUM across 386 positions as of Q1 2026.

SI
Strategic Investment / MI·New York, NY·Asset Manager
CIK 0001760540 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 8.0%
vs prior
Holdings
386
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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
$27M322K1.8%

Filing history

Filing history loading…