Strategic Advisory Partners, LLC Top Holdings and 13F Report (2026) About Strategic Advisory Partners, LLCInvestment ActivityStrategic Advisory Partners, LLC has $145.35 million in total holdings as of September 30, 2026.Strategic Advisory Partners, LLC owns shares of 41 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.27% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Strategic Advisory Partners, LLC has purchased 41 new stocks and bought additional shares in 12 stocks.Strategic Advisory Partners, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $58,710,648Vanguard Total Bond Market ETF $34,243,497Health Care Select Sector SPDR Fund $11,070,026Consumer Staples Select Sector SPDR Fund $9,806,493Invesco S&P 500 Low Volatility ETF $7,017,550 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $200,152 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,918 shares (about $2.75M)Schwab Short-Term U.S. Treasury ETF 18,486 shares (about $441.08K)Health Care Select Sector SPDR Fund 2,317 shares (about $390.23K)Consumer Staples Select Sector SPDR Fund 4,344 shares (about $350.13K)Vanguard Total Bond Market ETF 4,423 shares (about $310.27K) Largest Sales this Quarter iShares Biotechnology ETF 919 shares (about $193.48K)Invesco QQQ 179 shares (about $132.42K)ISHARES TR 626 shares (about $63.03K)Vanguard Small-Cap ETF 144 shares (about $40.97K)Vanguard FTSE Developed Markets ETF 208 shares (about $14.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Advisory Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$58,710,648$2,745,984 ▲4.9%83,76940.4%ETFBNDVanguard Total Bond Market ETF$34,243,497$310,273 ▲0.9%488,14723.6%ETFXLVHealth Care Select Sector SPDR Fund$11,070,026$390,227 ▲3.7%65,7297.6%ETFXLPConsumer Staples Select Sector SPDR Fund$9,806,493$350,125 ▲3.7%121,6696.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$7,017,550$208,215 ▲3.1%99,5264.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,549,615$441,075 ▲10.7%190,6803.1%ETFIBBiShares Biotechnology ETF$1,989,087$193,477 ▼-8.9%9,4481.4%ETFVBVanguard Small-Cap ETF$1,855,483$40,967 ▼-2.2%6,5221.3%ETFAAPLApple$1,462,862$4,995 ▼-0.3%4,3931.0%TechnologyQQQInvesco QQQ$1,196,948$132,419 ▼-10.0%1,6180.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,120,0080.0%13,8000.8%ETFEFAiShares MSCI EAFE ETF$942,0750.0%9,0680.6%ETFVEAVanguard FTSE Developed Markets ETF$903,526$14,687 ▼-1.6%12,7960.6%ETFMSFTMicrosoft$879,257$1,026 ▲0.1%1,7140.6%TechnologyAVGOBroadcom$847,7950.0%2,4140.6%TechnologyNVDANVIDIA$670,494$4,796 ▼-0.7%2,9360.5%TechnologyISHARES BITCOIN TRUST ETF$669,5770.0%14,1440.5%SHS BEN INTGOOGAlphabet$663,4210.0%1,9470.5%Communication ServicesISHARES TR$495,748$63,026 ▼-11.3%4,9240.3%0-3 MTH TREASURYESGDiShares ESG Aware MSCI EAFE ETF$408,5930.0%3,9650.3%ETFIVViShares Core S&P 500 ETF$407,432$22,975 ▲6.0%5320.3%ETFAMZNAmazon.com$392,411$3,239 ▼-0.8%1,5750.3%Consumer DiscretionarySCHFSchwab International Equity ETF$370,037$6,373 ▲1.8%13,4710.3%ETFVWOVanguard FTSE Emerging Markets ETF$327,672$3,855 ▼-1.2%5,5250.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$313,1560.0%6160.2%ETFLAM RESEARCH CORP$289,746$986 ▲0.3%8820.2%COM NEWDFAUDimensional US Core Equity Market ETF$284,1580.0%5,4270.2%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$283,7800.0%4,7630.2%ETFTSMTaiwan Semiconductor Manufacturing$281,4690.0%6170.2%TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$272,1750.0%11,1410.2%ETFWSMWilliams-Sonoma$266,4620.0%1,1690.2%Consumer DiscretionaryGOOGLAlphabet$265,076$3,787 ▼-1.4%7700.2%Communication ServicesSCHXSchwab US Large-Cap ETF$252,570$25,920 ▲11.4%8,4190.2%ETFTSLATesla$246,948$51,093 ▲26.1%6960.2%Consumer DiscretionaryLOWLowe's Companies$245,843$5,344 ▼-2.1%1,3340.2%Consumer DiscretionarySTIPiShares 0-5 Year TIPS Bond ETF$244,7640.0%2,4550.2%ETFBLACKROCK INC$231,7660.0%2190.2%COMSPYSPDR S&P 500 ETF Trust$231,1330.0%3030.2%ETFXLKTechnology Select Sector SPDR Fund$226,6790.0%1,1580.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$211,2840.0%4,0820.1%ETFJPMJPMorgan Chase & Co.$200,152$200,152 ▲New Holding6050.1%FinanceEDITEditas Medicine$0$48,691 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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