Strategic Point Investment Advisors' Portfolio Shifts in Q1 2026

Strategic Point Investment Advisors (SPIA) saw its total portfolio value reach $767,470,913 as of June 30, 2026. The firm's holdings underwent substantial changes during this quarter, with adjustments noted across multiple sectors and asset classes.

Sector Focus Remains Dominant

The bulk of SPIA's portfolio continues to be concentrated in the broad market category, which accounted for approximately 99.53% ($763 million) as of June 30, 2026. This allocation remained largely unchanged from prior periods despite overall portfolio activity.

Major New Position Added

A significant shift occurred with the addition of a new holding in the Technology sector (VANGUARD WORLD FD (VGT)). This position, valued at $532,342 or 0.07% of the total portfolio as of June 30, 2026, represents a substantial increase from prior quarters, evidenced by its 1404.73% change in value during this period.

Notable Purchases Across Diverse ETFs

In addition to the Technology sector investment, SPIA demonstrated continued interest in specific Exchange-Traded Funds (ETFs). The firm increased its position significantly in ISHARES TR (IWF), adding over 302,195 shares. Similarly, SPIA boosted holdings in the Gold sector via ISHARES GOLD TR (IAU) and also increased its position in another ETF trust, FIDELITY COVINGTON TRUST (FNCL). These actions suggest a continued focus on diversifying exposure beyond broad market instruments.

Confidence in Existing Holdings

The firm also showed confidence in certain existing holdings by increasing their share count. For instance, SPIA added shares to ISHARES TR (ITOT), further solidifying its position within the fixed income complex. Similarly, there was a notable increase in holdings of ISHARES TR (IVE) and another SPDR Series Trust product, SPDR SERIES TRUST (SPSB), indicating sustained interest in these specific fixed income strategies.

No Disclosures of Large-Scale Sells

Interestingly, SPIA did not disclose any significant sell activities during this quarter. While the firm maintains flexibility and adjusts its portfolio as needed, there were no major exits reported for substantial holdings based on the available data.