account_balance

Investment manager · 13F filer · SEC CIK 1295044

Strategic Point Investment Advisors, LLC

Reported value$772Mas of Sep 30, 2026
Positions37 2 new, 1 sold out
Top 10 weight74.7%SPY alone is 15%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 14.7% Held
IVV iShares Tr 11.1% Held
IEI iShares Tr 10.0% Held
ITOT iShares Tr 7.7% Held
IVE iShares Tr 7.4% Held
XLK Select Sector SPDR Tr 5.9% Held
IAU iShares Gold Trust 5.7% Held
SPSB SPDR Series Trust 4.8% Held
IWF iShares Tr 4.1% Trimmed −37%
VYMI Vanguard Whitehall FDS 3.3% Held
VGSH Vanguard Scottsdale FDS 3.2% Held
QUAL iShares Tr 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • RSP $18.4M
  • PSX $260K
arrow_upwardAdded

None

arrow_downwardTrimmed
  • IWF −37%
  • ESGU −11%
  • NULV −9%
  • AAPL −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist