Stelac Advisory Services LLC Top Holdings and 13F Report (2026)

About Stelac Advisory Services LLC

Investment Activity

Stelac Advisory Services LLC has $536.56 million in total holdings as of June 30, 2026.
Stelac Advisory Services LLC owns shares of 168 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 5.02% of the portfolio was purchased this quarter.
About 8.37% of the portfolio was sold this quarter.
This quarter, Stelac Advisory Services LLC has purchased 163 new stocks and bought additional shares in 33 stocks.
Stelac Advisory Services LLC sold shares of 34 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Alphabet: $47,823,523
NVIDIA: $29,145,790
FIRSTSUN CAP BANCORP: $24,187,241
Vanguard FTSE Europe ETF: $21,525,136
SPDR S&P 500 ETF Trust: $18,307,813

Largest New Holdings this Quarter

500767306 - KraneShares CSI China Internet ETF: $11,579,987 Holding
46138E339 - Invesco S&P 500 Momentum ETF: $1,894,541 Holding
97717W521 - WisdomTree Japan Hedged SmallCap Equity Fund: $304,069 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $262,270 Holding
819047101 - Shake Shack: $261,389 Holding

Largest Purchases this Quarter

KraneShares CSI China Internet ETF: 473,232 shares (about $11.58M)
Invesco S&P 500 Momentum ETF: 11,728 shares (about $1.89M)
lululemon athletica: 13,524 shares (about $1.54M)
Meta Platforms: 2,466 shares (about $1.39M)
Microsoft: 3,702 shares (about $1.38M)

Largest Sales this Quarter

Vertiv: 13,737 shares (about $4.60M)
Apollo Global Management: 38,637 shares (about $4.57M)
Prologis: 30,000 shares (about $4.06M)
Merck & Co., Inc.: 10,750 shares (about $1.38M)
Invesco S&P 500 Equal Weight Health Care ETF: 33,164 shares (about $1.10M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$47,823,523	$27,173 â–²	0.1%	133,757	8.9%	Communication Services
NVDA NVIDIA	$29,145,790	$14,195 â–²	0.0%	145,780	5.4%	Technology
FIRSTSUN CAP BANCORP	$24,187,241		0.0%	623,704	4.5%	COM
VGK Vanguard FTSE Europe ETF	$21,525,136	$199,923 â–¼	-0.9%	243,112	4.0%	ETF
SPY SPDR S&P 500 ETF Trust	$18,307,813	$791,576 â–²	4.5%	24,516	3.4%	ETF
LLY Eli Lilly and Company	$17,338,028	$19,250 â–²	0.1%	14,411	3.2%	Healthcare
MSFT Microsoft	$17,008,988	$1,380,892 â–²	8.8%	45,599	3.2%	Technology
AMAT Applied Materials	$16,327,869	$1,473 â–¼	0.0%	22,177	3.0%	Technology
VOO Vanguard S&P 500 ETF	$16,051,437		0.0%	23,371	3.0%	ETF
AMZN Amazon.com	$15,777,459	$22,887 â–¼	-0.1%	66,180	2.9%	Consumer Discretionary
CRWD CrowdStrike	$13,202,322		0.0%	17,300	2.5%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$12,815,579	$535,269 â–¼	-4.0%	139,847	2.4%	ETF
PLD Prologis	$12,526,504	$4,064,100 â–¼	-24.5%	92,467	2.3%	Real Estate
KWEB KraneShares CSI China Internet ETF	$11,579,987	$11,579,987 â–²	New Holding	473,232	2.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$9,685,716	$73,406 â–²	0.8%	45,522	1.8%	ETF
VRT Vertiv	$9,426,522	$4,599,422 â–¼	-32.8%	28,154	1.8%	Industrials
TSM Taiwan Semiconductor Manufacturing	$8,901,781	$310,183 â–²	3.6%	18,654	1.7%	Technology
BRK.B Berkshire Hathaway	$8,876,665	$1,001 â–²	0.0%	17,738	1.7%	Finance
DVY iShares Select Dividend ETF	$8,227,609	$65,499 â–¼	-0.8%	52,632	1.5%	ETF
PH Parker-Hannifin	$7,675,308		0.0%	7,847	1.4%	Industrials
LULU lululemon athletica	$7,528,230	$1,544,170 â–²	25.8%	65,933	1.4%	Consumer Discretionary
JEPI JPMorgan Equity Premium Income ETF	$7,452,367		0.0%	131,947	1.4%	ETF
AVGO Broadcom	$7,193,871	$83,105 â–¼	-1.1%	19,044	1.3%	Technology
TIP iShares TIPS Bond ETF	$6,844,190	$547 â–²	0.0%	62,544	1.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$6,767,117	$162,474 â–¼	-2.3%	98,920	1.3%	ETF
EWJ iShares MSCI Japan ETF	$6,611,817	$133,190 â–¼	-2.0%	70,889	1.2%	ETF
AAPL Apple	$6,286,914	$11,005 â–²	0.2%	21,709	1.2%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$6,180,236	$50,251 â–¼	-0.8%	74,776	1.2%	ETF
BABA Alibaba Group	$5,779,696		0.0%	59,669	1.1%	Consumer Discretionary
META Meta Platforms	$4,937,804	$1,392,251 â–²	39.3%	8,746	0.9%	Communication Services
ENPH Enphase Energy	$4,607,633	$189,082 â–¼	-3.9%	93,575	0.9%	Technology
RIO Rio Tinto	$4,596,273		0.0%	48,382	0.9%	Materials
AMP Ameriprise Financial	$4,461,441		0.0%	9,725	0.8%	Finance
FTNT Fortinet	$4,417,389		0.0%	28,748	0.8%	Technology
IGF iShares Global Infrastructure ETF	$4,395,001	$401,132 â–²	10.0%	65,991	0.8%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$4,355,688		0.0%	8,338	0.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,298,343	$23,750 â–¼	-0.5%	55,743	0.8%	ETF
V Visa	$4,264,401	$1,138,390 â–²	36.4%	12,388	0.8%	Finance
MA Mastercard	$4,096,508	$1,236,073 â–²	43.2%	7,997	0.8%	Finance
QCOM Qualcomm	$3,774,244	$26,064 â–²	0.7%	20,418	0.7%	Technology
MRK Merck & Co., Inc.	$3,513,615	$1,384,835 â–¼	-28.3%	27,275	0.7%	Healthcare
XLK Technology Select Sector SPDR Fund	$3,174,825	$249,200 â–¼	-7.3%	16,664	0.6%	ETF
BLACKROCK INC	$3,003,601		0.0%	3,075	0.6%	COM
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$2,996,626	$1,100,713 â–¼	-26.9%	90,287	0.6%	ETF
NVO Novo Nordisk A/S	$2,881,663		0.0%	60,105	0.5%	Healthcare
VDC Vanguard Consumer Staples ETF	$2,879,507		0.0%	12,770	0.5%	ETF
ORCL Oracle	$2,832,521	$4,866 â–²	0.2%	19,208	0.5%	Technology
EPP iShares MSCI Pacific ex Japan ETF	$2,777,562	$30,997 â–²	1.1%	52,151	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$2,653,309	$933 â–²	0.0%	22,742	0.5%	COM
QQQ Invesco QQQ	$2,494,923		0.0%	3,388	0.5%	ETF
VNQ Vanguard Real Estate ETF	$2,420,393	$23,047 â–²	1.0%	25,100	0.5%	ETF
SNY Sanofi	$2,417,717		0.0%	56,555	0.5%	Healthcare
EWC iShares MSCI Canada ETF	$2,411,369	$98,910 â–¼	-3.9%	41,835	0.4%	ETF
NKE NIKE	$2,167,895	$88,937 â–²	4.3%	52,091	0.4%	Consumer Discretionary
PDD PDD	$2,098,377		0.0%	27,445	0.4%	Consumer Discretionary
ABT Abbott Laboratories	$2,073,368	$9,204 â–¼	-0.4%	22,751	0.4%	Healthcare
EMXC iShares MSCI Emerging Markets ex China ETF	$2,060,936		0.0%	20,146	0.4%	ETF
MBB iShares MBS ETF	$2,003,068		0.0%	21,192	0.4%	ETF
ADBE Adobe	$1,955,786	$8,665 â–¼	-0.4%	9,706	0.4%	Technology
SPMO Invesco S&P 500 Momentum ETF	$1,894,541	$1,894,541 â–²	New Holding	11,728	0.4%	ETF
NFLX Netflix	$1,821,432	$38,817 â–¼	-2.1%	25,339	0.3%	Communication Services
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$1,755,797	$103,242 â–¼	-5.6%	35,629	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$1,673,755		0.0%	50,278	0.3%	COM
IEMG iShares Core MSCI Emerging Markets ETF	$1,509,262	$60,059 â–²	4.1%	18,219	0.3%	ETF
IEV iShares Europe ETF	$1,467,126		0.0%	20,139	0.3%	ETF
GLD SPDR Gold Shares	$1,398,370	$76,991 â–¼	-5.2%	3,796	0.3%	ETF
ZTS Zoetis	$1,297,764	$573,616 â–²	79.2%	17,932	0.2%	Healthcare
GOOG Alphabet	$1,280,821	$77,026 â–²	6.4%	3,625	0.2%	Communication Services
VRP Invesco Variable Rate Preferred ETF	$1,274,379		0.0%	52,422	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,225,044		0.0%	15,501	0.2%	ETF
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF	$1,158,277	$411,415 â–¼	-26.2%	38,635	0.2%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,097,805	$249,464 â–²	29.4%	9,347	0.2%	ETF
NXTG First Trust Indxx NextG ETF	$979,698		0.0%	6,389	0.2%	ETF
EFA iShares MSCI EAFE ETF	$978,030		0.0%	9,415	0.2%	ETF
FISERV INC	$974,898		0.0%	19,886	0.2%	COM
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$941,284		0.0%	17,960	0.2%	ETF
BLOK Amplify Transformational Data Sharing ETF	$938,761		0.0%	14,989	0.2%	ETF
VTV Vanguard Value ETF	$931,433	$50,996 â–²	5.8%	4,274	0.2%	ETF
J P MORGAN EXCHANGE TRADED F	$891,297		0.0%	7,990	0.2%	COM
IWM iShares Russell 2000 ETF	$880,619		0.0%	2,931	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$847,393		0.0%	37,199	0.2%	ETF
GS The Goldman Sachs Group	$812,130	$570,413 â–²	236.0%	803	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$711,443	$2,670 â–¼	-0.4%	4,797	0.1%	ETF
INDS Pacer Industrial Real Estate ETF	$678,490		0.0%	16,874	0.1%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$676,216		0.0%	12,718	0.1%	ETF
FLOT iShares Floating Rate Bond ETF	$662,272		0.0%	12,973	0.1%	ETF
BUG Global X Cybersecurity ETF	$659,083		0.0%	17,258	0.1%	ETF
GGAL Grupo Financiero Galicia	$610,366		0.0%	12,200	0.1%	Finance
BOTZ Global X Robotics & Artificial Intelligence ETF	$605,164		0.0%	15,943	0.1%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$590,893	$60,158 â–²	11.3%	6,522	0.1%	ETF
MU Micron Technology	$570,219	$3,463 â–¼	-0.6%	494	0.1%	Technology
XLU Utilities Select Sector SPDR Fund	$543,445	$26,479 â–¼	-4.6%	11,986	0.1%	ETF
SRVR Pacer Data & Infrastructure Real Estate ETF	$540,090		0.0%	17,000	0.1%	ETF
BKLN Invesco Senior Loan ETF	$536,912	$28,294 â–¼	-5.0%	26,358	0.1%	ETF
TSLA Tesla	$534,583	$841 â–²	0.2%	1,271	0.1%	Consumer Discretionary
VNQI Vanguard Global ex-U.S. Real Estate ETF	$533,894		0.0%	11,904	0.1%	ETF
HTEC ROBO Global Healthcare Technology and Innovation ETF	$477,312		0.0%	12,800	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$463,791		0.0%	7,770	0.1%	ETF
SNEX StoneX Group	$455,040		0.0%	3,840	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$454,666		0.0%	8,481	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Stelac Advisory Services LLC Top Holdings and 13F Report (2026)

About Stelac Advisory Services LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Stelac Advisory Services LLC Top Holdings and 13F Report (2026)

About Stelac Advisory Services LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStelac Advisory Services LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools