Q2 2026 13F · SEC CIK 2114344

Strategic Advisory Partners, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $141.1M
Reported positions: 41
Holdings vs S&P 500, 3 yrs: —
Assets under management: $191.4M

Strategic Advisory Partners, LLC is a wealth manager that reported 41 positions worth $141.1M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Vanguard Index Fds (VOO, 38.9%), Vanguard Bd Index Fds (BND, 25.2%), Select Sector Spdr Tr (XLV, 7.1%).

Strategic Advisory Partners, LLC holdings all 41 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Strategic Advisory Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	38.9%	35.3%	79,851	+6.2%	$54.8M
BNDVanguard Bd Index Fds	25.2%	27.1%	483,724	+3.3%	$35.5M
XLVSelect Sector Spdr Tr	7.1%	6.8%	63,412	+7.1%	$10.1M
XLPSelect Sector Spdr Tr	6.9%	7.0%	117,325	+7.9%	$9.7M
SPLVInvesco Exch Traded Fd Tr II	5.1%	5.4%	96,573	+3.4%	$7.2M
SCHOSchwab Strategic Tr	2.9%	2.3%	172,194	+43.5%	$4.2M
VBVanguard Index Fds	1.4%	1.4%	6,666	-0.2%	$2.0M
IBBIshares Tr	1.4%	1.8%	10,367	-24.8%	$2.0M
AAPLApple Inc	0.9%	0.9%	4,408	-1.5%	$1.3M
QQQInvesco Qqq Tr	0.9%	0.7%	1,697	+11.8%	$1.2M
IEMGIshares Inc	0.8%	0.8%	13,800	+0.0%	$1.1M
EFAIshares Tr	0.7%	0.7%	9,068	-2.2%	$942K
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.7%	13,004	-2.3%	$927K
AVGOBroadcom Inc	0.6%	0.6%	2,414	+0.0%	$912K
GOOGAlphabet Inc	0.5%	0.4%	1,947	+0.0%	$688K
MSFTMicrosoft Corp	0.5%	0.6%	1,712	-10.6%	$639K
NVDANvidia Corporation	0.4%	0.4%	2,957	+0.0%	$592K
SGOVIshares Tr	0.4%	0.4%	5,550	+0.0%	$559K
IBITIshares Bitcoin Trust ETF	0.3%	0.4%	14,144	+0.0%	$471K
ESGDiShares ESG Aware MSCI EAFE ETF	0.3%	0.3%	3,965	+0.0%	$408K
LRCXLam Research Corp	0.3%	—	879	—	$381K
AMZNAmazon Com Inc	0.3%	0.3%	1,588	+0.0%	$378K
IVVIshares Tr	0.3%	0.3%	502	-0.8%	$376K
SCHFSchwab Strategic Tr	0.3%	0.3%	13,239	-2.9%	$367K
VWOVanguard Intl Equity Index F	0.2%	0.2%	5,590	-3.6%	$334K
DIASpdr Dow Jones Indl Average	0.2%	0.2%	616	+0.2%	$322K
LOWLowes Cos Inc	0.2%	0.3%	1,363	+0.0%	$301K
VCEBVanguard Esg U.s. Corporate Bond ETF	0.2%	0.2%	4,763	+0.0%	$299K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	617	+0.0%	$295K
DFAUDimensional ETF Trust	0.2%	0.2%	5,427	+0.0%	$281K
GOOGLAlphabet Inc	0.2%	0.2%	781	+0.0%	$279K
SUSBIshares Tr	0.2%	0.2%	11,141	+0.0%	$278K
WSMWilliams Sonoma Inc	0.2%	0.2%	1,169	+0.0%	$272K
STIPIshares Tr	0.2%	0.2%	2,455	+0.0%	$251K
TSLATesla Inc	0.2%	0.2%	552	+2.0%	$232K
SCHXSchwab Strategic Tr	0.2%	0.2%	7,555	+0.0%	$222K
XLKSelect Sector Spdr Tr	0.2%	0.1%	1,158	+0.0%	$221K
SPEMSpdr Index Shs Fds	0.1%	0.2%	4,082	+0.0%	$211K
BLKBlackrock Inc	0.1%	0.2%	219	-2.7%	$211K
SPYState Str Spdr S&p 500 ETF T	0.1%	—	203	—	$152K
EDITEditas Medicine Inc	0.0%	—	15,028	—	$49K

What Strategic Advisory Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

IBB Ishares Tr-24.8% shares
MSFT Microsoft Corp-10.6% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$141.1M	41
Q1 2026	$127.1M	96
Q4 2025	$120.5M	36

Questions about Strategic Advisory Partners, LLC's portfolio

What stocks does Strategic Advisory Partners, LLC own?

Strategic Advisory Partners, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 41 positions worth $141.1M. The largest are Vanguard Index Fds (VOO) at 38.9%, Vanguard Bd Index Fds (BND) at 25.2%, Select Sector Spdr Tr (XLV) at 7.1%, Select Sector Spdr Tr (XLP) at 6.9% and Invesco Exch Traded Fd Tr II (SPLV) at 5.1%.

What did Strategic Advisory Partners, LLC buy last quarter?

In Q2 2026, Strategic Advisory Partners, LLC added Schwab Strategic Tr (SCHO) (+43.5% shares), Invesco Qqq Tr (QQQ) (+11.8% shares) and Select Sector Spdr Tr (XLP) (+7.9% shares), compared with its Q1 2026 filing.

What did Strategic Advisory Partners, LLC sell last quarter?

In Q2 2026, Strategic Advisory Partners, LLC sold all of Ishares Tr (FLOT), sold all of Ishares Tr (IEFA), sold all of Spdr Index Shs Fds (SPDW), sold all of Select Sector Spdr Tr (XLI), sold all of Ishares Tr (QUAL), Ishares Tr (IBB) (-24.8% shares) and Microsoft Corp (MSFT) (-10.6% shares), compared with its Q1 2026 filing.

When is Strategic Advisory Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Strategic Advisory Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Strategic Advisory Partners, LLC manage?

Strategic Advisory Partners, LLC reported $191.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $141.1M.