Strategic Investment Advisors / MI
All 13F Filings
- Location
- Farmington Hills, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,156,392
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 240 | 1,156,392 | 13F-HR | Strategic Investment Advisors / MI |
| Q3 2025 | 12/17/2025 | 265 | 1,112,665 | 13F-HR/A - RESTATEMENT | Strategic Investment Advisors / MI |
| Q3 2025 | 11/14/2025 | 265 | 1,112,665 | 13F-HR | Strategic Investment Advisors / MI |
| Q2 2025 | 8/15/2025 | 238 | 1,028,634 | 13F-HR | Strategic Investment Advisors / MI |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 619.9 K | 53.6% | 39.11 K | 0 | 39.11 K |
| ETFs | 521 K | 45.1% | 7.231 K | 0 | 7.231 K |
| Debt | 5.846 K | 0.5% | 0 | 148 | -148 |
| Other | 9.717 K | 0.8% | 0 | 2.47 K | -2.47 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
1,156,392
Holdings
240
QoQ value change ($000)
43,727
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.