STRATEGIC ADVISORY PARTNERS, LLC

All 13F Filings

Location
Greensboro, NC
Most recent 13F
Q2 2026
Holdings value ($000)
141,205
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 43 141,205 13F-HR STRATEGIC ADVISORY PARTNERS, LLC
Q1 2026 4/16/2026 96 127,106 13F-HR STRATEGIC ADVISORY PARTNERS, LLC
Q4 2025 3/3/2026 36 120,529 13F-HR STRATEGIC ADVISORY PARTNERS, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 148 (0.1% of total reported value) · QoQ Δ: +148
Type Value ($000) Share % Inflow Outflow Net
Stocks 6.504 K 4.6% 1.121 K 0 1.121 K
ETFs 134.6 K 95.4% 13.03 K 0 13.03 K
Debt 0 0.0% 0 197 -197
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
141,205
Holdings
43
QoQ value change ($000)
14,099 (11.1%)
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.