Q2 2026 13F · SEC CIK 1519676

Stelac Advisory Services LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $536.6M
Reported positions: 168
Top holdings a year, 3 yrs: +17.8%
Assets under management: $6.3B

Stelac Advisory Services LLC is a wealth manager that reported 168 positions worth $536.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 8.9%), Nvidia Corporation (NVDA, 5.4%), Firstsun Cap Bancorp (FSUN, 4.5%). A portfolio copying its top holdings returned 17.8% a year over the last 3 years, against 20.4% for the S&P 500.

Stelac Advisory Services LLC holdings largest 50 of 168 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stelac Advisory Services LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	8.9%	7.8%	133,757	+0.1%	$47.8M
NVDANvidia Corporation	5.4%	5.1%	145,780	+0.0%	$29.1M
FSUNFirstsun Cap Bancorp	4.5%	4.6%	623,704	+0.0%	$24.2M
VGKVanguard Ftse Europe ETF	4.0%	4.1%	243,112	-0.9%	$21.5M
SPYState Str Spdr S&p 500 ETF T	3.4%	3.1%	24,516	+4.5%	$18.3M
LLYEli Lilly & Co	3.2%	2.7%	14,411	+0.1%	$17.3M
MSFTMicrosoft Corp	3.2%	3.1%	45,599	+8.8%	$17.0M
AMATApplied Matls Inc	3.0%	1.5%	22,177	-0.0%	$16.3M
VOOVanguard Index Fds	3.0%	2.8%	23,371	+0.0%	$16.1M
AMZNAmazon Com Inc	2.9%	2.8%	66,180	-0.1%	$15.8M
CRWDCrowdstrike Hldgs Inc	2.5%	1.4%	17,300	+0.0%	$13.2M
BILSpdr Series Trust	2.4%	2.7%	139,847	-4.0%	$12.8M
PLDPrologis Inc	2.3%	3.3%	92,467	-24.5%	$12.5M
KWEBKraneshares Trust	2.2%	—	473,232	—	$11.6M
RSPInvesco Exchange Traded Fd T	1.8%	1.8%	45,522	+0.8%	$9.7M
VRTVertiv Holdings Co	1.8%	2.1%	28,154	-32.8%	$9.4M
TSMTaiwan Semiconductor Manufac	1.7%	1.2%	18,654	+3.6%	$8.9M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.7%	17,738	+0.0%	$8.9M
DVYIshares Tr	1.5%	1.6%	52,632	-0.8%	$8.2M
PHParker-Hannifin Corp	1.4%	1.4%	7,847	+0.0%	$7.7M
LULULululemon Athletica Inc	1.4%	1.6%	65,933	+25.8%	$7.5M
JEPIJ P Morgan Exchange Traded F	1.4%	1.5%	131,947	+0.0%	$7.5M
AVGOBroadcom Inc	1.3%	1.2%	19,044	-1.1%	$7.2M
TIPIshares Tr	1.3%	1.4%	62,544	+0.0%	$6.8M
EEMIshares Tr	1.3%	1.2%	98,920	-2.3%	$6.8M
EWJIshares Inc	1.2%	1.2%	70,889	-2.0%	$6.6M
AAPLApple Inc	1.2%	1.1%	21,709	+0.2%	$6.3M
VCITVanguard Scottsdale Fds	1.2%	1.3%	74,776	-0.8%	$6.2M
BABAAlibaba Group Hldg Ltd	1.1%	1.5%	59,669	+0.0%	$5.8M
METAMeta Platforms Inc	0.9%	0.7%	8,746	+39.3%	$4.9M
ENPHEnphase Energy Inc	0.9%	0.7%	93,575	-3.9%	$4.6M
RIORio Tinto PLC	0.9%	0.9%	48,382	+0.0%	$4.6M
AMPAmeriprise Finl Inc	0.8%	0.9%	9,725	+0.0%	$4.5M
FTNTFortinet Inc	0.8%	—	28,748	—	$4.4M
IGFiShares Global Infrastructure	0.8%	0.8%	65,991	+10.0%	$4.4M
DIASpdr Dow Jones Indl Average	0.8%	0.8%	8,338	+0.0%	$4.4M
IJHIshares Tr	0.8%	0.8%	55,743	-0.5%	$4.3M
VVisa Inc	0.8%	0.6%	12,388	+36.4%	$4.3M
MAMastercard Incorporated	0.8%	0.6%	7,997	+43.2%	$4.1M
QCOMQualcomm Inc	0.7%	—	20,418	—	$3.8M
MRKMerck & Co Inc	0.7%	0.9%	27,275	-28.3%	$3.5M
XLKSelect Sector Spdr Tr	0.6%	—	16,664	—	$3.2M
BLKBlackrock Inc	0.6%	0.6%	3,075	+0.0%	$3.0M
RSPHInvesco Exchange Traded Fd T	0.6%	0.8%	90,287	-26.9%	$3.0M
NVONovo-Nordisk A S	0.5%	—	60,105	—	$2.9M
VDCVanguard World Fd	0.5%	0.6%	12,770	+0.0%	$2.9M
ORCLOracle Corp	0.5%	0.6%	19,208	+0.2%	$2.8M
EPPIshares Inc	0.5%	0.6%	52,151	+1.1%	$2.8M
PLTRPalantir Technologies Inc	0.5%	0.7%	22,742	+0.0%	$2.7M
QQQInvesco Qqq Tr	0.5%	—	3,388	—	$2.5M

What Stelac Advisory Services LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.0% /yr; S&P 500 +20.1%
3 years: +17.8% /yr; S&P 500 +20.4%
5 years: +12.2% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$536.6M	168
Q1 2026	$494.3M	163
Q4 2025	$282.8M	113
Q3 2025	$289.3M	110
Q2 2025	$263.1M	104
Q1 2025	$242.6M	100
Q4 2024	$256.5M	108
Q3 2024	$246.8M	106
Q2 2024	$238.5M	107
Q1 2024	$213.0M	105
Q4 2023	$185.8M	90
Q3 2023	$183.5M	103

Questions about Stelac Advisory Services LLC's portfolio

What stocks does Stelac Advisory Services LLC own?

Stelac Advisory Services LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 168 positions worth $536.6M. The largest are Alphabet Inc (GOOGL) at 8.9%, Nvidia Corporation (NVDA) at 5.4%, Firstsun Cap Bancorp (FSUN) at 4.5%, Vanguard Ftse Europe ETF (VGK) at 4.0% and State Str Spdr S&p 500 ETF T (SPY) at 3.4%.

What did Stelac Advisory Services LLC buy last quarter?

In Q2 2026, Stelac Advisory Services LLC added Mastercard Incorporated (MA) (+43.2% shares), Meta Platforms Inc (META) (+39.3% shares) and Visa Inc (V) (+36.4% shares), compared with its Q1 2026 filing.

What did Stelac Advisory Services LLC sell last quarter?

In Q2 2026, Stelac Advisory Services LLC cut from its top 50 United Parcel Svcs Inc (UPS), cut from its top 50 Wisdomtree Tr (EPI), cut from its top 50 Unitedhealth Group Inc (UNH), cut from its top 50 Apollo Global Management Inc (APO), cut from its top 50 Pfizer Inc (PFE), Vertiv Holdings Co (VRT) (-32.8% shares), Merck & Co Inc (MRK) (-28.3% shares) and Invesco Exchange Traded Fd T (RSPH) (-26.9% shares), compared with its Q1 2026 filing.

How has Stelac Advisory Services LLC's portfolio performed?

A portfolio copying Stelac Advisory Services LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.0% against +20.1%. Over 5 years: +12.2% a year against +15.9%.

When is Stelac Advisory Services LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stelac Advisory Services LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stelac Advisory Services LLC manage?

Stelac Advisory Services LLC reported $6.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $536.6M.