Strategic Point Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Strategic Point Investment Advisors, LLC held in its portfolio 37 assets valued at $723,162,762 (i.e. $723.16M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($104.62M), ISHARES TR ($73.38M), and ISHARES TR ($72.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Point Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 153413 | 104615247 | TR UNIT |
| ISHARES TR | 614843 | 73381541 | 3 7 YR TREAS BD |
| ISHARES TR | 105364 | 72167776 | CORE S&P500 ETF |
| ISHARES TR | 355268 | 52824739 | CORE S&P TTL STK |
| ISHARES TR | 241741 | 51266118 | S&P 500 VAL ETF |
| ISHARES TR | 97613 | 46200118 | RUS 1000 GRW ETF |
| ISHARES GOLD TR | 533218 | 43281334 | ISHARES NEW |
| SPDR SERIES TRUST | 1128112 | 34068974 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 230551 | 33192432 | STATE STREET TEC |
| VANGUARD SCOTTSDALE FDS | 429194 | 25206549 | SHORT TERM TREAS |
| VANGUARD WHITEHALL FDS | 251976 | 22677812 | INTL HIGH ETF |
| ISHARES TR | 198740 | 21891246 | TRUST ISHARE 0-1 |
| ISHARES TR | 107177 | 21287496 | MSCI USA QLT FCT |
| ISHARES TR | 227113 | 20317525 | CORE MSCI EAFE |
| ISHARES TR | 211955 | 17939857 | CORE MSCI TOTAL |
| SELECT SECTOR SPDR TR | 113283 | 17572526 | STATE STREET IND |
| FIDELITY COVINGTON TRUST | 216570 | 16836152 | MSCI FINLS IDX |
| ISHARES TR | 156560 | 15054846 | 7-10 YR TRSY BD |
| ISHARES TR | 58501 | 7536684 | ESG MSCI KLD 400 |
| VANGUARD INDEX FDS | 20875 | 6998827 | TOTAL STK MKT |
| ISHARES TR | 42752 | 4025489 | MSCI USA MIN VOL |
| VANGUARD WORLD FD | 24160 | 2922394 | ESG US STK ETF |
| APPLE INC | 7911 | 2150684 | COM |
| NUSHARES ETF TR | 45430 | 2046622 | NUVEEN ESG LRGVL |
| ISHARES TR | 76530 | 1931617 | ESG AWRE 1 5 YR |
| ISHARES TR | 12685 | 1889811 | ESG AWR MSCI USA |
| VANGUARD WORLD FD | 13678 | 979618 | ESG INTL STK ETF |
| MICROSOFT CORP | 961 | 464759 | COM |
| INVESCO QQQ TR | 639 | 392544 | UNIT SER 1 |
| ISHARES TR | 2840 | 350058 | S&P 500 GRWT ETF |
| FIDELITY COVINGTON TRUST | 1330 | 298811 | MSCI INFO TECH I |
| ELI LILLY & CO | 258 | 277267 | COM |
| ISHARES TR | 2320 | 254991 | TIPS BD ETF |
| VANGUARD WORLD FD | 296 | 223119 | INF TECH ETF |
| JOHNSON & JOHNSON | 1078 | 223092 | COM |
| COCA COLA CO | 3020 | 211128 | COM |
| IDEXX LABS INC | 300 | 202959 | COM |
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