Strategic Global Advisors, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 701,764
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 129 | 701,764 | 13F-HR | Strategic Global Advisors, LLC |
| Q1 2026 | 5/15/2026 | 142 | 625,441 | 13F-HR | Strategic Global Advisors, LLC |
| Q4 2025 | 2/13/2026 | 137 | 647,336 | 13F-HR | Strategic Global Advisors, LLC |
| Q3 2025 | 11/14/2025 | 135 | 660,342 | 13F-HR | Strategic Global Advisors, LLC |
| Q2 2025 | 8/14/2025 | 140 | 613,908 | 13F-HR | Strategic Global Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 700.8 K | 99.9% | 76.56 K | 0 | 76.56 K |
| ETFs | 993 | 0.1% | 0 | 245 | -245 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
701,764
Holdings
129
QoQ value change ($000)
76,323
(12.2%)
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.