Strategic Point Investment Advisors, LLC
CIK: 0001295044SEC EDGAR →
Portfolio Value
$723.2M
Holdings
37
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 153,413 | $104.6M | 14.47% |
| 2 | ISHARES TR | 614,843 | $73.4M | 10.15% |
| 3 | ISHARES TR | 105,364 | $72.2M | 9.98% |
| 4 | ISHARES TR | 355,268 | $52.8M | 7.30% |
| 5 | ISHARES TR | 241,741 | $51.3M | 7.09% |
| 6 | ISHARES TR | 97,613 | $46.2M | 6.39% |
| 7 | ISHARES GOLD TR | 533,218 | $43.3M | 5.98% |
| 8 | SPDR SERIES TRUST | 1,128,112 | $34.1M | 4.71% |
| 9 | SELECT SECTOR SPDR TR | 230,551 | $33.2M | 4.59% |
| 10 | VANGUARD SCOTTSDALE FDS | 429,194 | $25.2M | 3.49% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $655.6M | 90.7% |
| Unknown | 3 | $64.0M | 8.8% |
| Technology | 2 | $2.6M | 0.4% |
| Healthcare | 3 | $702K | 0.1% |
| Consumer Defensive | 1 | $211K | 0.0% |