Strategic Investment Advisors / MI
CIK 1760540
13F filing for Q2 2026・No. 1,866
- Holdings
- US$1.65B
- Quarter change
- +US$205.17M
- Entries
- 398
- Net bought (estimate)
- +US$48.29M
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 38
- Sold out 26
- Cut 232
- Added 125
- Corporate actions 0
- Unchanged 3
Largest holdings
398 stocks worth US$1.65B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 313,430 | US$215.27M | 13.02% |
| VANGUARD WORLD FDMEGA GRWTH IND | AddedSplit 5:1 | 1,193,303 | US$104.9M | 6.35% |
| ISHARES TRCORE MSCI EAFE | Added | 954,688 | US$92.2M | 5.58% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 896,392 | US$77.22M | 4.67% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 1,034,721 | US$73.72M | 4.46% |
| VANGUARD WORLD FDMEGA CAP VAL ETF | Added | 442,676 | US$72.36M | 4.38% |
| VANGUARD INDEX FDSVALUE ETF | Added | 258,148 | US$56.26M | 3.40% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 614,356 | US$50.89M | 3.08% |
| ISHARES TR1 3 YR TREAS BD | Added | 458,650 | US$37.66M | 2.28% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Cut | 366,203 | US$33.56M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.