Strategic Advisors LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$474,669
Net value change ($000)
+17,457 (3.8%)
New positions
5
Sold out positions
7
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CRWD 7,485 417.7%
MSFT 7,422 33.7%
AAPL 6,121 12.7%
META 2,470 32.3%
AMD 2,335 161.9%
BIL 1,804 9.1%
BA 1,360 NEW
BSX 968 NEW
VTI 866 21.5%
PLTR 784 56.5%
Top Reduces (Value $000, Stocks/ETFs)
HD -2,424 -24.3%
GOOGL -2,128 -8.0%
ISRG -1,665 -100.0%
GS -1,430 -14.7%
QQQ -889 -10.5%
NVDA -879 -5.2%
WM -823 -10.6%
DHR -744 -29.8%
AVGO -733 -14.9%
SGOV -673 -18.1%
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