Strategic Point Investment Advisors, LLC
CIK 1295044
13F filing for Q2 2026・No. 3,030
- Holdings
- US$767.47M
- Quarter change
- +US$79.47M
- Entries
- 36
- Net bought (estimate)
- +US$15.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 5
- Added 29
- Corporate actions 0
- Unchanged 1
Largest holdings
36 stocks worth US$767.47M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 149,939 | US$111.97M | 14.59% |
| IVVISHARES TRCORE S&P500 ETF | Added | 110,810 | US$82.98M | 10.81% |
| ISHARES TR3 7 YR TREAS BD | Added | 667,170 | US$78.36M | 10.21% |
| ISHARES TRCORE S&P TTL STK | Added | 358,955 | US$58.97M | 7.68% |
| ISHARES TRS&P 500 VAL ETF | Added | 249,869 | US$56.74M | 7.39% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 400,460 | US$49.73M | 6.48% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 233,868 | US$44.56M | 5.81% |
| ISHARES GOLD TRISHARES NEW | Added | 555,178 | US$41.92M | 5.46% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | Added | 1,240,756 | US$37.24M | 4.85% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 430,687 | US$25.07M | 3.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.