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Strategic Advisors LLC - Portfolio Stock Holdings

Strategic Advisors LLC disclosed 186 stock positions in a recent SEC 13F filing. $596,743,816 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and SCHB. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $832,890,818 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

186

Est. Stock Holding Value:

$596,743,816

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Strategic Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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