Latest Strategic Point Investment Advisors, LLC Stock Portfolio

Strategic Point Investment Advisors, LLC Performance:

2026 Q1: -2.27%YTD: -2.27%2025: 17.29%

Performance for 2026 Q1 is -2.27%, and YTD is -2.27%, and 2025 is 17.29%.

About Strategic Point Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Strategic Point Investment Advisors, LLC reported an equity portfolio of $688 Millions as of 31 Mar, 2026.

The top stock holdings of Strategic Point Investment Advisors, LLC are SPY, AAXJ, IJR. The fund has invested 14.2% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 11% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (AAXJ) and IDEXX LABS INC (IDXX) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), APPLE INC (AAPL) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), ISHARES TR (AAXJ) and ISHARES TR (IBCE).

Strategic Point Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Strategic Point Investment Advisors, LLC made a return of -2.27% in the last quarter. In trailing 12 months, it's portfolio return was 15.94%.

Performance
S&P 500

New Buys

No new stocks were added by Strategic Point Investment Advisors, LLC

Additions

Ticker	% Inc.
spdr series trust	5.95
ishares tr	3.99
ishares tr	2.07
ishares tr	1.57
ishares tr	1.36
fidelity covington trust	0.79
ishares tr	0.67
select sector spdr tr	0.37

Additions to existing portfolio by Strategic Point Investment Advisors, LLC

Reductions

Ticker	% Reduced
microsoft corp	-8.53
apple inc	-8.27
ishares tr	-4.73
eli lilly & co	-4.65
ishares tr	-3.96
ishares tr	-3.07
nushares etf tr	-2.7
ishares tr	-2.6

Strategic Point Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-21,891,200
idexx labs inc	-202,959

Strategic Point Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Strategic Point Investment Advisors, LLC has about 99% of it's holdings in Others sector.

Sector	%
Others	99

Market Cap. Distribution

Strategic Point Investment Advisors, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	99

Stocks belong to which Index?

About 0% of the stocks held by Strategic Point Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	99

Top 5 Winners (%)		%
JNJ	johnson & johnson	18.1 %
KO	coca cola co	8.7 %
IAU	ishares gold tr	8.6 %
VIGI	vanguard whitehall fds	4.7 %
XLB	select sector spdr tr	4.3 %

Top 5 Winners ($)		$
IAU	ishares gold tr	3.7 M
VIGI	vanguard whitehall fds	1.1 M
XLB	select sector spdr tr	0.7 M
IBCE	ishares tr	0.4 M
IBCE	ishares tr	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-22.5 %
LLY	eli lilly & co	-14.1 %
IJR	ishares tr	-9.9 %
FBCG	fidelity covington trust	-9.7 %
IJR	ishares tr	-8.2 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-4.8 M
IJR	ishares tr	-4.6 M
IJR	ishares tr	-3.4 M
XLB	select sector spdr tr	-2.6 M
IJR	ishares tr	-2.2 M

Strategic Point Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Strategic Point Investment Advisors, LLC

Strategic Point Investment Advisors, LLC has 35 stocks in it's portfolio. About 76.5% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Strategic Point Investment Advisors, LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.27	7,257	1,841,750	reduced	-8.27

AAXJ	ishares tr	11.02	639,390	75,831,700	added	3.99

AAXJ	ishares tr	0.99	56,187	6,809,300	reduced	-3.96

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.27	75,295	1,887,270	reduced	-1.61

AGT	ishares tr	0.25	12,295	1,738,760	reduced	-3.07

AMPS	ishares tr	0.55	40,730	3,777,340	reduced	-4.73

BIL	spdr series trust	5.22	1,195,220	35,940,200	added	5.95

BNDW	vanguard scottsdale fds	3.58	421,278	24,661,600	reduced	-1.84

EDV	vanguard world fd	0.39	23,710	2,661,920	reduced	-1.86

EDV	vanguard world fd	0.14	13,368	958,887	reduced	-2.27

FBCG	fidelity covington trust	2.23	218,273	15,322,700	added	0.79

FBCG	fidelity covington trust	0.04	1,320	274,626	reduced	-0.75

IAU	ishares gold tr	6.85	534,548	47,125,700	added	0.25

IBCE	ishares tr	3.05	231,817	20,986,400	added	2.07

IBCE	ishares tr	2.91	104,390	20,023,000	reduced	-2.6

IBCE	ishares tr	2.67	212,400	18,402,300	added	0.21

IDXX	idexx labs inc	0.00	0.00	0.00	sold off	-100

IJR	ishares tr	10.16	107,017	69,904,700	added	1.57

IJR	ishares tr	7.52	245,027	51,737,400	added	1.36