DOSSIER · 13F-HR · Q1 2026

Strategic Point Investment Advisors, LLC

Strategic Point Investment's pension fund based in London, UK — $688M in tracked AUM across 35 positions as of Q1 2026.

SP

Strategic Point Investment·London, UK·Pension Fund

CIK 0001295044 · last filed Mar 31, 2026

Total AUM

$688M

▲ 0.6%

vs prior

Holdings

35

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

Top sector

Tech

45% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Strategic Point Investment Advisors, LLC has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 159.1%, growing from $279.08 million to $723.16 million. This dramatic increase in capital was accompanied by a restructuring of the portfolio's breadth, with the number of holdings expanding to 37 securities.

The portfolio is characterized by a heavy reliance on exchan...

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

STATE STR SPDR S&P 500 ETF T

$98M150K14.2%

02

ISHARES TR

$76M639K11.0%

03

ISHARES TR

$70M107K10.2%

04

ISHARES TR

$52M245K7.5%

05

ISHARES TR

$50M353K7.3%

06

ISHARES GOLD TR

$47M535K6.8%

07

ISHARES TR

$42M98K6.1%

08

SPDR SERIES TRUST

$36M1.2M5.2%

09

SELECT SECTOR SPDR TR

$31M231K4.5%

10

VANGUARD SCOTTSDALE FDS

$25M421K3.6%

Filing history

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