Strategic Advisors LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q3 2026
Holdings value ($000)
474,669
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
Q3 2026 10/13/2026 161 474,669 13F-HR Strategic Advisors LLC
Q2 2026 7/28/2026 164 457,212 13F-HR Strategic Advisors LLC
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 353 K 74.4% 15.57 K 0 15.57 K
ETFs 121.6 K 25.6% 1.89 K 0 1.89 K
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
474,669
Holdings
161
QoQ value change ($000)
17,457 (3.8%)
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.