STRATEGIC ADVISORY PARTNERS, LLC - Portfolio overview

STRATEGIC ADVISORY PARTNERS, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 35.34%
2. BND - VANGUARD BD INDEX FDS, 27.13%
3. XLP - SELECT SECTOR SPDR TR, 7.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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