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 $602.2M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($48.3M, 8.02%), NVDA ($33.5M, 5.56%), SCHB ($27.8M, 4.62%), MSFT ($25.3M, 4.21%), AMZN ($25.3M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $48.3M | 8.02% | 190,315 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $33.5M | 5.56% | 191,935 | Trimmed |
| 3 | SCHB | SCHWAB STRATEGIC TR | $27.8M | 4.62% | 1.1M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $25.3M | 4.21% | 68,433 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $25.3M | 4.20% | 121,347 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $22.3M | 3.70% | 77,503 | Trimmed |
| 7 | BIL | SPDR SERIES TRUST | $18.8M | 3.13% | 205,421 | Added |
| 8 | HD | HOME DEPOT INC | $13.7M | 2.27% | 41,603 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $11.3M | 1.88% | 38,414 | Trimmed |
| 10 | V | VISA INC | $10.2M | 1.69% | 33,726 | Trimmed |
| 11 | ABBV | ABBVIE INC | $10.0M | 1.67% | 46,130 | Trimmed |
| 12 | SPLG | SPDR SERIES TRUST | $10.0M | 1.66% | 130,276 | Added |
| 13 | TSLA | TESLA INC | $8.9M | 1.48% | 23,929 | Trimmed |
| 14 | DUK | DUKE ENERGY CORP NEW | $8.9M | 1.47% | 67,741 | Trimmed |
| 15 | META | META PLATFORMS INC | $8.7M | 1.44% | 15,138 | Added |
| 16 | GS | GOLDMAN SACHS GROUP INC | $8.4M | 1.40% | 9,984 | Added |
| 17 | WM | WASTE MGMT INC DEL | $8.2M | 1.37% | 35,894 | Added |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $8.1M | 1.34% | 20,687 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $7.5M | 1.25% | 7,561 | Trimmed |
| 20 | ETN | EATON CORP PLC | $7.4M | 1.23% | 20,627 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $7.4M | 1.23% | 51,219 | Added |
| 22 | QQQ | INVESCO QQQ TR | $7.3M | 1.21% | 12,658 | Trimmed |
| 23 | DTE | DTE ENERGY CO | $7.1M | 1.18% | 48,695 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.9M | 1.15% | 14,460 | Trimmed |
| 25 | SGOV | ISHARES TR | $7.0M | 1.15% | 69,073 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31