§ 13F · FUND PROFILE
Strategic Point Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $696M (13F)Positions · 34Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 150K | $98M | 14.2% | −2% |
| 2 | IEI | ISHARES TR | 639K | $76M | 11.0% | +4% |
| 3 | IVV | ISHARES TR | 107K | $70M | 10.2% | +2% |
| 4 | IVE | ISHARES TR | 245K | $52M | 7.5% | +1% |
| 5 | ITOT | ISHARES TR | 353K | $50M | 7.3% | −1% |
| 6 | IAU | ISHARES GOLD TR | 535K | $47M | 6.8% | ±0% |
| 7 | IWF | ISHARES TR | 98K | $42M | 6.1% | +1% |
| 8 | SPSB | SPDR SERIES TRUST | 1.20M | $36M | 5.2% | +6% |
| 9 | XLK | SELECT SECTOR SPDR TR | 231K | $31M | 4.5% | ±0% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 421K | $25M | 3.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Point Investment Advisors, LLC is a Other fund managing $696 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed