Data as of Q4 2025 (Dec 31, 2025)

Strategic Point Investment Advisors, LLC

•CIK: 1295044•Filing: Q4 2025

**Strategic Point Investment Advisors, LLC** manages $723M across a diversified portfolio of 37 holdings. The firm maintains significant exposure to broad market indices, notably allocating $104.6M to SPY and $73.4M to IEI. Further concentration is evident in core equity ETFs, including IVV ($72.2M) and ITOT ($52.8M). This positioning suggests a systematic, index-aware approach to capturing broad market beta while maintaining tactical diversification.

Total AUM
$723.2M
QoQ Performance
+3.9%
Positions
18
Top 10 Concentration
74.1%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
IEI
IVV
ITOT
IVE
IWF
IAU*
SPY14.5%
IEI10.1%
IVV10.0%
ITOT7.3%
IVE7.1%
IWF6.4%
IAU*6.0%
SPSB4.7%

📈 Biggest Buys

XLK
SELECT SECTOR SPDR TR
+100.6%
4.6% of portfolio
IVV
ISHARES TR
+4.3%
10.0% of portfolio
IEI
ISHARES TR
+3.4%
10.1% of portfolio
SPSB
SPDR SERIES TRUST
+4.1%
4.7% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
+3.7%
3.5% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-2.8%
14.5% of portfolio
DSI
ISHARES TR
-2.0%
1.0% of portfolio
FTEC
FIDELITY COVINGTON TRUST
-8.3%
0.0% of portfolio
KO
COCA COLA CO
-10.7%
0.0% of portfolio
ESGU
ISHARES TR
-1.2%
0.3% of portfolio

Sector Breakdown

Other75.1%
ETF24.4%
Technology0.4%
Healthcare0.1%
Consumer Staples0.0%

Changes from Q3 2025

NEW3 new positions
↑21 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPY14.5%
SPDR S&P 500 ETF TR
$104.6M
IEI10.1%
ISHARES TR
$73.4M
IVV10.0%
ISHARES TR
$72.2M
ITOT7.3%
ISHARES TR
$52.8M
IVE7.1%
ISHARES TR
$51.3M

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