STRATEGIC ADVISORY PARTNERS, LLC

Est. AUM

$120.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$44.9M	75175	37.35%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$34.5M	468222	28.67%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET CON	$8.9M	108774	7.41%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET HEA	$8.7M	59194	7.22%	SOLE
5	SCHWAB STRATEGIC TR	SHT TM US TRES	$2.9M	119987	2.42%	SOLE
6	ISHARES TR	ISHARES BIOTECH	$2.3M	13795	1.94%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6677	1.45%	SOLE
8	APPLE INC	COM	$1.1M	4473	0.94%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$963K	13800	0.80%	SOLE
10	ISHARES TR	MSCI EAFE ETF	$900K	9268	0.75%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$876K	1518	0.73%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$853K	13304	0.71%	SOLE
13	BROADCOM INC	COM	$747K	2414	0.62%	SOLE
14	MICROSOFT CORP	COM	$709K	1915	0.59%	SOLE
15	ALPHABET INC	CAP STK CL C	$559K	1947	0.46%	SOLE
16	ISHARES TR	0-3 MNTH TREASRY	$559K	5550	0.46%	SOLE
17	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$543K	14144	0.45%	SOLE
18	NVIDIA CORPORATION	COM	$516K	2956	0.43%	SOLE
19	ISHARES TR	ESG AW MSCI EAFE	$379K	3965	0.32%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$338K	13637	0.28%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$331K	506	0.28%	SOLE
22	AMAZON COM INC	COM	$331K	1588	0.28%	SOLE
23	LOWES COS INC	COM	$322K	1363	0.27%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$313K	5800	0.26%	SOLE
25	VANGUARD WORLD FD	ESG US CORP BD	$299K	4763	0.25%	SOLE
26	STATE STR SPDR DOW JONES IND	UT SER 1	$285K	615	0.24%	SOLE
27	ISHARES TR	ESG AWRE 1 5 YR	$279K	11141	0.23%	SOLE
28	ISHARES TR	0-5 YR TIPS ETF	$254K	2455	0.21%	SOLE
29	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$245K	5427	0.20%	SOLE
30	ALPHABET INC	CAP STK CL A	$225K	781	0.19%	SOLE
31	BLACKROCK INC	COM	$216K	225	0.18%	SOLE
32	WILLIAMS SONOMA INC	COM	$213K	1169	0.18%	SOLE
33	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$209K	617	0.17%	SOLE
34	TESLA INC	COM	$201K	541	0.17%	SOLE
35	SCHWAB STRATEGIC TR	US LRG CAP ETF	$194K	7555	0.16%	SOLE
36	ISHARES TR	FLTG RATE NT ETF	$191K	3742	0.16%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$191K	4082	0.16%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$177K	1960	0.15%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$174K	3820	0.14%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET IND	$159K	983	0.13%	SOLE
41	ISHARES TR	MSCI USA QLT FCT	$156K	813	0.13%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$154K	1158	0.13%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$135K	1352	0.11%	SOLE
44	SCHWAB STRATEGIC TR	US MID-CAP ETF	$121K	3893	0.10%	SOLE
45	SCHWAB STRATEGIC TR	US LCAP GR ETF	$121K	4168	0.10%	SOLE
46	ISHARES TR	CORE S&P SCP ETF	$116K	935	0.10%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET MAT	$101K	2018	0.08%	SOLE
48	VANGUARD INDEX FDS	VALUE ETF	$92K	468	0.08%	SOLE
49	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$83K	1419	0.07%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$77K	177	0.06%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.