Read this manager's filing book
Disclosed positions
STRATEGIC ADVISORY PARTNERS, LLC: source evidence dated 2026-08-11T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $54,842,214
- Reported amount
- 79,851
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-013925Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $54,842,214 | 79,851 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $35,510,170 | 483,724 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $10,060,948 | 63,412 | SH | None |
| SELECT SECTOR SPDR TR | XLP | ST STR STAPL ETF | $9,746,188 | 117,325 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $7,233,318 | 96,573 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $4,156,763 | 172,194 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,020,640 | 6,666 | SH | None |
| ISHARES TR | IBB | ISHARES BIOTECH | $1,971,700 | 10,367 | SH | None |
| APPLE INC | AAPL | COM | $1,275,450 | 4,408 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,249,671 | 1,697 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,143,192 | 13,800 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $941,984 | 9,068 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $926,535 | 13,004 | SH | None |
| BROADCOM INC | AVGO | COM | $911,912 | 2,414 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $687,934 | 1,947 | SH | None |
| MICROSOFT CORP | MSFT | COM | $638,604 | 1,712 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $591,646 | 2,957 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $558,719 | 5,550 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $470,854 | 14,144 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $407,642 | 3,965 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $380,897 | 879 | SH | None |
| AMAZON COM INC | AMZN | COM | $378,484 | 1,588 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $375,943 | 502 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $366,731 | 13,239 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $333,652 | 5,590 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $321,549 | 616 | SH | None |
| LOWES COS INC | LOW | COM | $300,528 | 1,363 | SH | None |
| VANGUARD WORLD FD | VCEB | ESG US CORP BD | $298,926 | 4,763 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $294,661 | 617 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $280,522 | 5,427 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $279,259 | 781 | SH | None |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $278,414 | 11,141 | SH | None |
| WILLIAMS SONOMA INC | WSM | COM | $272,494 | 1,169 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $250,803 | 2,455 | SH | None |
| TESLA INC | TSLA | COM | $232,171 | 552 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $222,344 | 7,555 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $220,622 | 1,158 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $211,366 | 4,082 | SH | None |
| BLACKROCK INC | BLK | COM | $210,582 | 219 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $151,649 | 203 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $74,677 | 100 | SH | Put |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $73,640 | 100 | SH | Put |
| EDITAS MEDICINE INC | EDIT | COM | $48,691 | 15,028 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 2 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
