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Strategic Point Investment Advisors, LLC

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13F filer, CIK 1295044, PROVIDENCE, RI

Strategic Point Investment Advisors, LLC reported $687,997,851 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 76.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001295044-26-000005

Period
2026-03-31
Reported value
$688M
Holdings
35
Top 10 weight
76.46%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEIadded+24,547$2.91M
SPSBadded+67,107$2.02M
IVVadded+1,653$1.08M
IVEadded+3,286$694K
IEFAadded+4,704$426K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHVexited-198,740-$21.9M
SPYreduced-2,940-$1.91M
QUALreduced-2,787-$535K
VGSHreduced-7,916-$463K
ITOTreduced-2,043-$291K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001295044-26-000005, largest first. % of portfolio is the value over $687,997,851, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,380 shares; 2024Q4: 163,160 shares; 2025Q1: 160,593 shares; 2025Q2: 158,695 shares; 2025Q3: 157,871 shares; 2025Q4: 153,413 shares; 2026Q1: 150,473 shares 150,473$97.9M14.22%-2,940Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,838 shares; 2024Q4: 584,445 shares; 2025Q1: 580,975 shares; 2025Q2: 584,631 shares; 2025Q3: 594,841 shares; 2025Q4: 614,843 shares; 2026Q1: 639,390 shares 639,390$75.8M11.02%+24,547Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,760 shares; 2024Q4: 99,076 shares; 2025Q1: 97,516 shares; 2025Q2: 98,438 shares; 2025Q3: 101,016 shares; 2025Q4: 105,364 shares; 2026Q1: 107,017 shares 107,017$69.9M10.16%+1,653Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,407 shares; 2024Q4: 235,303 shares; 2025Q1: 232,194 shares; 2025Q2: 234,146 shares; 2025Q3: 237,957 shares; 2025Q4: 241,741 shares; 2026Q1: 245,027 shares 245,027$51.7M7.52%+3,286Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,038 shares; 2024Q4: 347,567 shares; 2025Q1: 342,231 shares; 2025Q2: 344,890 shares; 2025Q3: 350,142 shares; 2025Q4: 355,268 shares; 2026Q1: 353,225 shares 353,225$50.3M7.31%-2,043Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542,943 shares; 2024Q4: 544,716 shares; 2025Q1: 533,181 shares; 2025Q2: 527,334 shares; 2025Q3: 527,399 shares; 2025Q4: 533,218 shares; 2026Q1: 534,548 shares 534,548$47.1M6.85%+1,330Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,212 shares; 2024Q4: 95,290 shares; 2025Q1: 94,344 shares; 2025Q2: 95,063 shares; 2025Q3: 96,225 shares; 2025Q4: 97,613 shares; 2026Q1: 98,265 shares 98,265$41.9M6.09%+652Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001,254 shares; 2024Q4: 1,036,072 shares; 2025Q1: 1,036,617 shares; 2025Q2: 1,060,026 shares; 2025Q3: 1,083,462 shares; 2025Q4: 1,128,112 shares; 2026Q1: 1,195,219 shares 1,195,219$35.9M5.22%+67,107Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,025 shares; 2024Q4: 116,544 shares; 2025Q1: 114,652 shares; 2025Q2: 114,362 shares; 2025Q3: 114,921 shares; 2025Q4: 230,551 shares; 2026Q1: 231,400 shares 231,400$30.8M4.47%+849Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,895 shares; 2024Q4: 389,847 shares; 2025Q1: 392,554 shares; 2025Q2: 402,008 shares; 2025Q3: 413,919 shares; 2025Q4: 429,194 shares; 2026Q1: 421,278 shares 421,278$24.7M3.58%-7,916Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,267 shares; 2024Q4: 243,594 shares; 2025Q1: 242,078 shares; 2025Q2: 243,792 shares; 2025Q3: 247,584 shares; 2025Q4: 251,976 shares; 2026Q1: 250,651 shares 250,651$23.6M3.43%-1,325Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,014 shares; 2024Q4: 231,002 shares; 2025Q1: 226,788 shares; 2025Q2: 224,766 shares; 2025Q3: 225,522 shares; 2025Q4: 227,113 shares; 2026Q1: 231,817 shares 231,817$21M3.05%+4,704Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,064 shares; 2024Q4: 103,031 shares; 2025Q1: 102,167 shares; 2025Q2: 102,851 shares; 2025Q3: 104,439 shares; 2025Q4: 107,177 shares; 2026Q1: 104,390 shares 104,390$20M2.91%-2,787Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,921 shares; 2024Q4: 204,710 shares; 2025Q1: 203,815 shares; 2025Q2: 203,995 shares; 2025Q3: 207,150 shares; 2025Q4: 211,955 shares; 2026Q1: 212,400 shares 212,400$18.4M2.67%+445Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,463 shares; 2024Q4: 113,740 shares; 2025Q1: 111,474 shares; 2025Q2: 110,765 shares; 2025Q3: 111,295 shares; 2025Q4: 113,283 shares; 2026Q1: 112,993 shares 112,993$18.3M2.66%-290Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205,290 shares; 2025Q1: 204,305 shares; 2025Q2: 205,883 shares; 2025Q3: 210,073 shares; 2025Q4: 216,570 shares; 2026Q1: 218,273 shares 218,273$15.3M2.23%+1,703Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,940 shares; 2024Q4: 148,265 shares; 2025Q1: 148,385 shares; 2025Q2: 149,766 shares; 2025Q3: 152,152 shares; 2025Q4: 156,560 shares; 2026Q1: 153,587 shares 153,587$14.7M2.13%-2,973Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,115 shares; 2024Q4: 64,161 shares; 2025Q1: 63,671 shares; 2025Q2: 59,451 shares; 2025Q3: 59,676 shares; 2025Q4: 58,501 shares; 2026Q1: 56,187 shares 56,187$6.81M0.99%-2,314Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,427 shares; 2024Q4: 22,290 shares; 2025Q1: 21,674 shares; 2025Q2: 21,333 shares; 2025Q3: 20,844 shares; 2025Q4: 20,875 shares; 2026Q1: 20,383 shares 20,383$6.54M0.95%-492Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,874 shares; 2024Q4: 39,288 shares; 2025Q1: 39,648 shares; 2025Q2: 41,452 shares; 2025Q3: 42,625 shares; 2025Q4: 42,752 shares; 2026Q1: 40,730 shares 40,730$3.78M0.55%-2,022Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,150 shares; 2024Q4: 16,475 shares; 2025Q1: 16,560 shares; 2025Q2: 24,080 shares; 2025Q3: 24,160 shares; 2025Q4: 24,160 shares; 2026Q1: 23,710 shares 23,710$2.66M0.39%-450Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,270 shares; 2024Q4: 47,515 shares; 2025Q1: 47,450 shares; 2025Q2: 45,355 shares; 2025Q3: 45,635 shares; 2025Q4: 45,430 shares; 2026Q1: 44,205 shares 44,205$2.01M0.29%-1,225Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,170 shares; 2024Q4: 78,940 shares; 2025Q1: 79,660 shares; 2025Q2: 74,590 shares; 2025Q3: 75,960 shares; 2025Q4: 76,530 shares; 2026Q1: 75,295 shares 75,295$1.89M0.27%-1,235Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 8,298 shares; 2025Q1: 7,891 shares; 2025Q2: 7,956 shares; 2025Q3: 7,911 shares; 2025Q4: 7,911 shares; 2026Q1: 7,257 shares 7,257$1.84M0.27%-654Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,525 shares; 2024Q4: 13,645 shares; 2025Q1: 13,575 shares; 2025Q2: 12,770 shares; 2025Q3: 12,840 shares; 2025Q4: 12,685 shares; 2026Q1: 12,295 shares 12,295$1.74M0.25%-390Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,180 shares; 2024Q4: 9,580 shares; 2025Q1: 9,565 shares; 2025Q2: 13,643 shares; 2025Q3: 13,643 shares; 2025Q4: 13,678 shares; 2026Q1: 13,368 shares 13,368$959K0.14%-310Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 603 shares; 2025Q1: 590 shares; 2025Q2: 595 shares; 2025Q3: 642 shares; 2025Q4: 639 shares; 2026Q1: 628 shares 628$362K0.05%-11Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 1,001 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 879 shares 879$325K0.05%-82Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840$321K0.05%0Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,512 shares; 2025Q1: 1,515 shares; 2025Q2: 1,480 shares; 2025Q3: 1,450 shares; 2025Q4: 1,330 shares; 2026Q1: 1,320 shares 1,320$275K0.04%-10Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares 1,078$264K0.04%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares 2,320$256K0.04%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 246 shares 246$226K0.03%-12Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,020 shares; 2026Q1: 2,950 shares 2,950$224K0.03%-70Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296$207K0.03%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SHVISHARES TR198,740$21.9Mshares
IDXXIDEXX LABS INC300$203Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001295044-26-000005 base2026-04-23acceptance time not in the bulk data set