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Strategic Point Investment Advisors, LLC - Portfolio Stock Holdings

Strategic Point Investment Advisors, LLC disclosed 36 stock positions in a recent SEC 13F filing. $767,471,063 of stock holdings were filed, with the largest holdings including SPY, IVV, and IEI. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $914,758,697 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

36

Est. Stock Holding Value:

$767,471,063

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Strategic Point Investment Advisors, LLC

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

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