Strategic Advisory Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 3, 2026), Strategic Advisory Partners, LLC reported 36 stock positions worth $120.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 35.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 27.4%) and SS Health Care Select Sector (XLV, 7.1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENSBORO, NC
- CIK
- 0002114344
- Portfolio Value
- $120.5M (Q4 2025)
- SEC Filing
- 0001398344-26-004245 ↗ filed Mar 3, 2026
Holdings Value
Holdings 36 stocks · $120.5M
| VOO Vanguard S&P 500 ETF | 35.77% | 68,740 | $43.1M | — |
| BND Vanguard Total Bond Market | 27.44% | 446,556 | $33.1M | — |
| XLV SS Health Care Select Sector | 7.14% | 55,592 | $8.6M | — |
| XLP SS Consumer Staples Sel Sect | 6.52% | 101,235 | $7.9M | — |
| SPLV Invesco S&P 500 Low Volatili | 5.21% | 87,996 | $6.3M | — |
| IBB iShares Biotechnology ETF | 4.09% | 29,235 | $4.9M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.50% | 6,996 | $1.8M | — |
| AAPL Apple Inc. | 1.02% | 4,531 | $1.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.02% | 2,002 | $1.2M | — |
| MSFT Microsoft Corp. | 0.84% | 2,097 | $1.0M | — |
| IEMG iShares Core MSCI Emerging | 0.77% | 13,725 | $923K | — |
| VEA Vanguard Ftse Developed ETF | 0.75% | 14,388 | $899K | — |
| EFA iShares MSCI Eafe ETF | 0.74% | 9,268 | $890K | — |
| AVGO Broadcom Inc. | 0.70% | 2,450 | $848K | — |
| IBIT iShares Bitcoin Trust ETF | 0.58% | 14,144 | $702K | — |
| GOOG Alphabet Inc. Class C | 0.54% | 2,063 | $647K | — |
| NVDA Nvidia Corp. | 0.49% | 3,141 | $586K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.46% | 6,126 | $560K | — |
| IVV iShares Core S&P 500 ETF | 0.33% | 588 | $403K | — |
| AMZN Amazon.com Inc. | 0.33% | 1,716 | $396K | — |
| ESGD iShares Trust iShares ESG Aw | 0.31% | 3,965 | $377K | — |
| DFAU Dimensional US Core Equity M | 0.30% | 7,803 | $365K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.29% | 715 | $344K | — |
| LOW Lowe's Cos Inc. | 0.28% | 1,389 | $335K | — |
| SCHF Schwab Intl Equity ETF | 0.27% | 13,624 | $328K | — |
| VCEB Vanguard ESG US Corp. Bond | 0.27% | 5,040 | $321K | — |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 5,833 | $314K | — |
| GOOGL Alphabet Inc. Class A | 0.24% | 918 | $287K | — |
| SUSB iShares ESG Aware 1-5 Year U | 0.23% | 11,141 | $281K | — |
| TSLA Tesla Inc. | 0.20% | 546 | $246K | — |
| BLK BlackRock Inc. | 0.20% | 225 | $241K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.19% | 2,277 | $233K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 752 | $229K | — |
| META Meta Platforms Inc. Class A | 0.17% | 319 | $211K | — |
| WSM Williams-Sonoma Inc. | 0.17% | 1,169 | $209K | — |
| V Visa Inc. Class A | 0.17% | 580 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.