Strategic Point Investment Advisors, LLC

All 13F Filings

Location
Providence, RI
Most recent 13F
Q3 2026
Holdings value ($000)
772,134
Description
—
Website
—
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
Q3 2026 10/29/2026 37 772,134 13F-HR Strategic Point Investment Advisors, LLC
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 21.2 K 2.7% 83 0 83
ETFs 750.9 K 97.3% 4.58 K 0 4.58 K
Swipe for more columns

Fund Snapshot

Q3 2026
Latest filed
10/29/2026
Total value ($000)
772,134
Holdings
37
QoQ value change ($000)
4,663 (0.6%)
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.