Strategic Point Investment Advisors, LLC
Strategy in plain words
auto-generated from filingsStrategic Point Investment Advisors, LLC is a wealth-management firm allocating client money, specialised in financials (94% of the long book), running a $688.0M US long book across 35 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHARES 3-7 YEAR TREASURY BO, ISHARES CORE S&P 500 ETF, ISHARES S&P 500 VALUE ETF, ISHARES CORE S&P TOTAL U.S..
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Strategic Point own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 35 | $688.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 37 | $723.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Dec 2, 2025 | 34 | $696.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 34 | $648.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 35 | $600.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 34 | $613.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 34 | $606.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 34 | $558.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 33 | $550.9M | canonical | SEC ↗ |