Strategic Advisory Partners, LLC reported 15 positions worth $6.97M for the quarter ended Jun 30, 2026, up 17.7% on the prior quarter. It opened 2 new positions, added to 2, trimmed 3 and exited 0. Its largest holding is Apple Inc. at 18.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,408 | $1.28M | 18.29% | -65 | -1.5% | Reduced | 0% |
| 2 | AVGO Broadcom Inc. | Technology | 2,414 | $911.91K | 13.08% | 0 | 0.0% | Unchanged | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 1,947 | $687.93K | 9.86% | 0 | 0.0% | Unchanged | 0% |
| 4 | MSFT Microsoft Corp | Technology | 1,712 | $638.60K | 9.16% | -203 | -10.6% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 2,957 | $591.65K | 8.48% | +1 | +0.0% | Added | 0% |
| 6 | IBIT iShares Bitcoin Trust ETF | Others | 14.1K | $470.85K | 6.75% | 0 | 0.0% | Unchanged | 0% |
| 7 | LRCX Lam Research Corp | Technology | 879 | $380.90K | 5.46% | +879 | – | New | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 1,588 | $378.48K | 5.43% | 0 | 0.0% | Unchanged | 0% |
| 9 | LOW Lowes Companies Inc | Consumer Discretionary | 1,363 | $300.53K | 4.31% | 0 | 0.0% | Unchanged | 0% |
| 10 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 617 | $294.66K | 4.23% | 0 | 0.0% | Unchanged | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 781 | $279.26K | 4% | 0 | 0.0% | Unchanged | 0% |
| 12 | WSM Williams Sonoma Inc | Consumer Discretionary | 1,169 | $272.49K | 3.91% | 0 | 0.0% | Unchanged | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 552 | $232.17K | 3.33% | +11 | +2.0% | Added | 0% |
| 14 | BLK BlackRock, Inc. | Financial Services | 219 | $210.58K | 3.02% | -6 | -2.7% | Reduced | 0% |
| 15 | EDIT Editas Medicine, Inc. | Healthcare | 15.0K | $48.69K | 0.698% | +15.0K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Strategic Advisory Partners.
As of its Q2 2026 13F filing, Strategic Advisory Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 18.3%, Broadcom Inc. (AVGO) at 13.1%, Alphabet Inc. (GOOG) at 9.9%, Microsoft Corp (MSFT) at 9.2%, Nvidia Corp (NVDA) at 8.5% of the reported portfolio.
Strategic Advisory Partners, LLC reported a 13F portfolio worth $6.97M across 15 positions for Q2 2026. That is up 17.7% from the previous quarter.
Its largest purchases by value were Lam Research Corp ($380.90K), Editas Medicine, Inc. ($48.69K), Tesla, Inc. ($4.63K). It opened 2 new positions.
Its largest sales by value were Microsoft Corp ($75.72K), Apple Inc. ($18.81K), BlackRock, Inc. ($5.77K). It exited 0 positions entirely.
From the Form 13F-HR reports Strategic Advisory Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.