Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Advisors LLC (CIK 1569119) reported $457.2M across 164 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($48.4M, 10.58%), SCHB ($29.6M, 6.47%), GOOGL ($26.5M, 5.80%), MSFT ($22.0M, 4.82%), AMZN ($21.3M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $48.4M | 10.58% | 167,122 | Trimmed |
| 2 | SCHB | SCHWAB STRATEGIC TR | $29.6M | 6.47% | 1.0M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $26.5M | 5.80% | 74,223 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $22.0M | 4.82% | 59,037 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $21.3M | 4.65% | 89,204 | Trimmed |
| 6 | BIL | SPDR SERIES TRUST | $19.8M | 4.33% | 216,134 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $17.0M | 3.71% | 84,794 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $12.5M | 2.73% | 38,119 | Trimmed |
| 9 | V | VISA INC | $11.6M | 2.54% | 33,801 | Added |
| 10 | SPLG | SPDR SERIES TRUST | $11.4M | 2.49% | 129,607 | Trimmed |
| 11 | ABBV | ABBVIE INC | $11.2M | 2.45% | 44,492 | Trimmed |
| 12 | HD | HOME DEPOT INC | $10.0M | 2.18% | 28,286 | Trimmed |
| 13 | GS | GOLDMAN SACHS GROUP INC | $9.7M | 2.13% | 9,636 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $8.5M | 1.86% | 11,532 | Trimmed |
| 15 | WM | WASTE MGMT INC DEL | $7.8M | 1.70% | 34,840 | Trimmed |
| 16 | META | META PLATFORMS INC | $7.6M | 1.67% | 13,577 | Trimmed |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $7.1M | 1.54% | 23,285 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.9M | 1.51% | 13,815 | Trimmed |
| 19 | ETN | EATON CORP PLC | $6.5M | 1.42% | 15,269 | Trimmed |
| 20 | XLK | SELECT SECTOR SPDR TR | $6.3M | 1.38% | 33,159 | Added |
| 21 | PH | PARKER-HANNIFIN CORP | $5.5M | 1.21% | 5,637 | Trimmed |
| 22 | AVGO | BROADCOM INC | $4.9M | 1.08% | 13,022 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 0.88% | 4,302 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $4.0M | 0.88% | 10,891 | Trimmed |
| 25 | SGOV | ISHARES TR | $3.7M | 0.81% | 36,865 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30