Strategic Advisors LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$602,159
Net value change ($000)
-36,288 (-5.7%)
New positions
7
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VYM 1,404 29.6%
XOM 1,170 42.2%
VOE 1,155 29.1%
CVX 1,108 33.6%
LNG 1,064 44.2%
GLD 974 NEW
CAT 942 25.5%
COST 935 14.2%
DUK 921 11.6%
VIG 848 15.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,565 -25.3%
NVDA -4,619 -12.1%
AAPL -4,019 -7.7%
AMZN -3,038 -10.7%
TSLA -2,440 -21.5%
TTD -2,190 -58.7%
GOOGL -2,114 -8.7%
CRM -2,042 -73.3%
V -1,686 -14.2%
CRWD -1,499 -15.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type