Strategic Advisors LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 602,159
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 183 | 602,159 | 13F-HR | Strategic Advisors LLC |
| Q4 2025 | 2/10/2026 | 180 | 638,447 | 13F-HR | Strategic Advisors LLC |
| Q3 2025 | 11/3/2025 | 185 | 622,693 | 13F-HR | Strategic Advisors LLC |
| Q2 2025 | 8/12/2025 | 176 | 508,482 | 13F-HR | Strategic Advisors LLC |
| Q1 2014 | 5/8/2014 | 134 | 149,081 | 13F-HR | Strategic Advisors LLC |
| Q4 2013 | 1/31/2014 | 128 | 147,017 | 13F-HR | Strategic Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 467.5 K | 77.6% | 0 | 116.8 K | -116.8 K |
| ETFs | 134.7 K | 22.4% | 80.5 K | 0 | 80.5 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
602,159
Holdings
183
QoQ value change ($000)
-36,288
(-5.7%)
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.