STRATEGIC ADVISORY PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Greensboro, NC
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$127,106
Net value change ($000)
+6,577 (5.5%)
New positions
62
Sold out positions
3
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/3/2026 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)
SCHO 2,912 NEW
VOO 1,812 4.2%
BND 1,404 4.2%
XLP 1,053 13.4%
SGOV 559 NEW
SPLV 545 8.7%
SCHX 194 NEW
FLOT 191 NEW
SPEM 191 NEW
IEFA 177 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBB -2,605 -52.8%
BIL -560 -100.0%
QQQ -354 -28.8%
MSFT -305 -30.1%
META -211 -100.0%
V -203 -100.0%
IBIT -159 -22.6%
DFAU -120 -32.9%
AVGO -101 -11.9%
AAPL -97 -7.9%
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