Stelac Advisory Services LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$494,252
Net value change ($000)
+211,427 (74.8%)
New positions
59
Sold out positions
9
Turnover %
25.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 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)
FSUN 22,740 NEW
BIL 13,351 NEW
AMZN 12,741 1216.9%
NVDA 10,819 74.3%
GOOGL 10,566 38.0%
VRT 10,497 NEW
AMAT 7,300 6403.5%
PH 7,025 NEW
EPI 6,509 NEW
MSFT 6,176 66.2%
Top Reduces (Value $000, Stocks/ETFs)
KWEB -4,483 -100.0%
APO -1,422 -24.1%
PLD -1,361 -7.8%
CRWD -1,349 -16.6%
UNH -1,065 -17.3%
IBIT -939 -32.7%
XLK -871 -26.7%
DIA -710 -15.5%
SILJ -175 -100.0%
SBSW -170 -100.0%
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