Stelac Advisory Services LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q2 2026
Holdings value ($000)
536,557
Description
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Website
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Founded
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Chairman
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CEO
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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 8/10/2026 168 536,557 13F-HR Stelac Advisory Services LLC
Q1 2026 5/8/2026 163 494,252 13F-HR Stelac Advisory Services LLC
Q4 2025 2/12/2026 113 282,825 13F-HR Stelac Advisory Services LLC
Q3 2025 11/13/2025 110 289,320 13F-HR Stelac Advisory Services LLC
Q2 2025 8/12/2025 104 263,139 13F-HR Stelac Advisory Services LLC
Q2 2014 7/28/2014 34 266,706 13F-HR Stelac Advisory Services LLC
Q1 2014 5/12/2014 30 263,770 13F-HR Stelac Advisory Services LLC
Q4 2013 3/3/2014 29 202,034 13F-HR Stelac Advisory Services LLC
Q4 2012 2/12/2014 29 202,034 13F-HR/A - RESTATEMENT Stelac Advisory Services LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 345.9 K 64.5% 27.67 K 0 27.67 K
ETFs 190.6 K 35.5% 14.63 K 0 14.63 K
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
536,557
Holdings
168
QoQ value change ($000)
42,305 (8.6%)
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.