Strategic Point Investment Advisors, LLC
All 13F Filings
- Location
- Providence, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 767,471
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 36 | 767,471 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q1 2026 | 4/23/2026 | 35 | 687,998 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q4 2025 | 1/15/2026 | 37 | 723,163 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q3 2025 | 12/2/2025 | 34 | 696,352 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q2 2025 | 7/25/2025 | 34 | 648,440 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q2 2014 | 8/4/2014 | 12 | 222,485 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q1 2014 | 5/8/2014 | 12 | 202,417 | 13F-HR | Strategic Point Investment Advisors, LLC |
| Q4 2013 | 2/5/2014 | 11 | 207,645 | 13F-HR | Strategic Point Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.12 K | 2.8% | 2.64 K | 0 | 2.64 K |
| ETFs | 746.4 K | 97.2% | 76.84 K | 0 | 76.84 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
767,471
Holdings
36
QoQ value change ($000)
79,473
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.