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Manager record

Strategic Investment Advisors / MI

Farmington Hills, MI · CIK 1760540 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.65BReported 13F valueQ2 2026 · as filed
398Holdings listed
+14.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.0B$1.0BQ2 2025238 holdingsQ3 2025: $1.1B$1.1BQ3 2025266 holdingsQ4 2025: $1.2B$1.2BQ4 2025240 holdingsQ1 2026: $1.4B$1.4BQ1 2026386 holdingsQ2 2026: $1.7B$1.7BQ2 2026398 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$1.65B · 398 holdings listed · View original SEC filing ↗
May 18 2026 13F-HR · period Q1 2026

$1.45B · 386 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$1.16B · 240 holdings listed · View original SEC filing ↗
Dec 17 2025 13F-HR/A · period Q3 2025

$1.11B · 266 holdings listed · amendment (restatement) · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.11B · 266 holdings listed · View original SEC filing ↗
Aug 15 2025 13F-HR · period Q2 2025

$1.03B · 238 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology