STRATEGIC ADVISORY PARTNERS, LLC - Portfolio Stock Holdings
STRATEGIC ADVISORY PARTNERS, LLC disclosed 100 stock positions in a recent SEC 13F filing. $141,066,024 of stock holdings were filed, with the largest holdings including VOO, BND, and XLV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $191,433,909 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
100Est. Stock Holding Value:
$141,066,024Top Stock Holdings By Sector
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Portfolio Stock Holdings - STRATEGIC ADVISORY PARTNERS, LLC
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Portfolio Options Holdings - STRATEGIC ADVISORY PARTNERS, LLC
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