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 Point Investment Advisors, LLC (CIK 1295044) reported $688.0M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($97.9M, 14.22%), IEI ($75.8M, 11.02%), IVV ($69.9M, 10.16%), IVE ($51.7M, 7.52%), ITOT ($50.3M, 7.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $97.9M | 14.22% | 150,473 | Trimmed |
| 2 | IEI | ISHARES TR | $75.8M | 11.02% | 639,390 | Added |
| 3 | IVV | ISHARES TR | $69.9M | 10.16% | 107,017 | Added |
| 4 | IVE | ISHARES TR | $51.7M | 7.52% | 245,027 | Added |
| 5 | ITOT | ISHARES TR | $50.3M | 7.31% | 353,225 | Trimmed |
| 6 | IAU | ISHARES GOLD TR | $47.1M | 6.85% | 534,548 | Added |
| 7 | IWF | ISHARES TR | $41.9M | 6.09% | 98,265 | Added |
| 8 | SPSB | SPDR SERIES TRUST | $35.9M | 5.22% | 1.2M | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $30.8M | 4.47% | 231,400 | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $24.7M | 3.58% | 421,278 | Trimmed |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $23.6M | 3.43% | 250,651 | Trimmed |
| 12 | IEFA | ISHARES TR | $21.0M | 3.05% | 231,817 | Added |
| 13 | QUAL | ISHARES TR | $20.0M | 2.91% | 104,390 | Trimmed |
| 14 | IXUS | ISHARES TR | $18.4M | 2.67% | 212,400 | Added |
| 15 | XLI | SELECT SECTOR SPDR TR | $18.3M | 2.66% | 112,993 | Trimmed |
| 16 | FNCL | FIDELITY COVINGTON TRUST | $15.3M | 2.23% | 218,273 | Added |
| 17 | IEF | ISHARES TR | $14.7M | 2.13% | 153,587 | Trimmed |
| 18 | DSI | ISHARES TR | $6.8M | 0.99% | 56,187 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $6.5M | 0.95% | 20,383 | Trimmed |
| 20 | USMV | ISHARES TR | $3.8M | 0.55% | 40,730 | Trimmed |
| 21 | ESGV | VANGUARD WORLD FD | $2.7M | 0.39% | 23,710 | Trimmed |
| 22 | NULV | NUSHARES ETF TR | $2.0M | 0.29% | 44,205 | Trimmed |
| 23 | AAPL | APPLE INC | $1.8M | 0.27% | 7,257 | Trimmed |
| 24 | SUSB | ISHARES TR | $1.9M | 0.27% | 75,295 | Trimmed |
| 25 | ESGU | ISHARES TR | $1.7M | 0.25% | 12,295 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31