Stelac Advisory Services Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$494.3M
Q ending 2026-03-31
Prior quarter
$282.8M
Q ending 2025-12-31
Change
+74.8% QoQ · +103.7% YoY
Positions
163
reported holdings

Largest positions

Top 100 of 163 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Alphabet IncGOOGLShares$38.4M134K
Nvidia CorporationNVDAShares$25.4M146K
Firstsun Cap BancorpFSUNShares$22.7M624K
Vanguard Intl Equity Index FVGKShares$20.2M245K
Prologis Inc.PLDShares$16.2M122K
Microsoft CorpMSFTShares$15.5M42K
Spdr S&P 500 Etf TrSPYShares$15.3M23K
Vanguard Index FdsVOOShares$14.0M23K
Amazon Com IncAMZNShares$13.8M66K
Spdr Series TrustBILShares$13.4M146K
Eli Lilly & CoLLYShares$13.2M14K
Vertiv Holdings CoVRTShares$10.5M42K
United Parcel Service IncUPSShares$9.3M95K
Invesco Exchange Traded Fd TRSPShares$8.7M45K
Berkshire Hathaway Inc DelBRK/BShares$8.5M18K
Ishares TrDVYShares$8.0M53K
Lululemon Athletica IncLULUShares$8.0M52K
Alibaba Group Hldg LtdBABAShares$7.5M60K
J P Morgan Exchange Traded FJEPIShares$7.5M132K
Applied Matls IncAMATShares$7.4M22K
Parker-Hannifin CorpPHShares$7.0M8K
Ishares TrTIPShares$6.9M63K
Crowdstrike Hldgs IncCRWDShares$6.8M17K
Wisdomtree TrEPIShares$6.5M160K
Vanguard Scottsdale FdsVCITShares$6.2M75K
Ishares IncEWJShares$6.1M72K
Taiwan Semiconductor Mfg LtdTSMShares$6.1M18K
Broadcom IncAVGOShares$6.0M19K
Ishares TrEEMShares$5.8M101K
Apple IncAAPLShares$5.5M22K
Unitedhealth Group IncUNHShares$5.1M19K
Merck & Co IncMRKShares$4.6M38K
Apollo Global Mgmt IncAPOShares$4.5M40K
Rio Tinto PlcRIOShares$4.5M48K
Ameriprise Finl IncAMPShares$4.3M10K
Ishares TrIGFShares$4.0M60K
Spdr Dow Jones Indl AverageDIAShares$3.9M8K
Ishares TrIJHShares$3.8M56K
Invesco Exchange Traded Fd TRSPHShares$3.7M123K
Enphase Energy IncENPHShares$3.7M97K
Meta Platforms IncMETAShares$3.6M6K
Pfizer IncPFEShares$3.5M127K
Palantir Technologies IncPLTRShares$3.3M23K
Blackrock IncBLKShares$3.0M3K
Vanguard World FdVDCShares$2.9M13K
Pdd Holdings IncPDDShares$2.8M27K
Oracle CorpORCLShares$2.8M19K
Mastercard IncorporatedMAShares$2.8M6K
Ishares IncEPPShares$2.7M52K
Visa IncVShares$2.7M9K
SanofiSNYShares$2.7M57K
Nike IncNKEShares$2.7M50K
Qualcomm IncQCOMShares$2.6M20K
Netflix IncNFLXShares$2.5M26K
Select Sector Spdr TrXLKShares$2.4M18K
Ishares IncEWCShares$2.4M44K
Adobe IncADBEShares$2.4M10K
Fortinet IncFTNTShares$2.3M29K
Abbott LabsABTShares$2.3M23K
Novo-Nordisk A SNVOShares$2.3M60K
Vanguard Index FdsVNQShares$2.2M25K
Flexshares TrGUNRShares$2.1M38K
Ishares TrMBBShares$2.0M21K
Invesco Qqq TrQQQShares$2.0M3K
Ishares Bitcoin Trust EtfIBITShares$1.9M50K
Spdr Gold TrGLDShares$1.7M4K
Ishares IncEMXCShares$1.6M20K
Invesco Exchange Traded Fd TRSPSShares$1.5M52K
Ishares TrIEVShares$1.4M20K
Invesco Exch Traded Fd Tr IiVRPShares$1.3M52K
Vanguard Scottsdale FdsVCSHShares$1.2M16K
Ishares IncIEMGShares$1.2M17K
Zoetis IncZTSShares$1.1M10K
Fiserv IncFISVShares$1.1M20K
Alphabet IncGOOGShares$977K3K
Ishares TrIGSBShares$944K18K
Ishares TrEFAShares$914K9K
Ishares TrIEIShares$857K7K
Ishares TrGOVTShares$852K37K
Vanguard Index FdsVTVShares$793K4K
Amplify Etf TrBLOKShares$747K15K
Ishares TrIWMShares$727K3K
First Tr Exchange-Traded FdNXTGShares$715K6K
Ishares TrIGIBShares$677K13K
Ishares TrFLOTShares$661K13K
J P Morgan Exchange Traded FJTEKShares$636K8K
Invesco Exchange Traded Fd TRSPUShares$626K8K
Pacer Fds TrINDSShares$620K17K
Ishares TrIJRShares$599K5K
Select Sector Spdr TrXLUShares$577K13K
Grupo Financiero Galicia S.AGGALShares$572K12K
Invesco Exch Traded Fd Tr IiBKLNShares$566K28K
Pacer Fds TrSRVRShares$531K17K
Global X FdsBOTZShares$530K16K
Vanguard Intl Equity Index FVNQIShares$529K12K
Tesla IncTSLAShares$472K1K
Ishares TrIGVShares$469K6K
Global X FdsBUGShares$433K17K
Exchange Traded Concepts TruHTECShares$423K13K
Vanguard Intl Equity Index FVWOShares$420K8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.