Stelac Advisory Services LLC
164 holdingsFiling period: 2026-03-31Current AUM: $556.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 133.7K | $38.4M | $47.6M | 8.55% | +44.7K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 145.7K | $25.4M | $29.2M | 5.25% | +67.7K | 2026-03-31 |
| 3 | FSUN | FIRSTSUN CAP BANCORP | 623.7K | $22.7M | $24.1M | 4.34% | -- | 2026-03-31 |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 245.4K | $20.2M | $22.2M | 4.00% | +63.8K | 2026-03-31 |
| 5 | PLD | PROLOGIS INC. | 122.5K | $16.2M | $17.7M | 3.19% | -15,000 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 41.9K | $15.5M | $19.5M | 3.50% | +22.6K | 2026-03-31 |
| 7 | SPY | SPDR S&P 500 ETF TR | 23.5K | $15.3M | $17.6M | 3.16% | +961 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 23.4K | $14.0M | $16.0M | 2.89% | +1.1K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 66.3K | $13.8M | $18.0M | 3.23% | +61.7K | 2026-03-31 |
| 10 | BIL | SPDR SERIES TRUST | 145.7K | $13.3M | $13.4M | 2.40% | -- | 2026-03-31 |
| 11 | LLY | ELI LILLY & CO | 14.4K | $13.2M | $16.5M | 2.97% | +4.1K | 2026-03-31 |
| 12 | VRT | VERTIV HOLDINGS CO | 41.9K | $10.5M | $10.1M | 1.82% | -- | 2026-03-31 |
| 13 | UPS | UNITED PARCEL SERVICE INC | 94.5K | $9.3M | $9.9M | 1.77% | -- | 2026-03-31 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | 45.2K | $8.7M | $9.7M | 1.75% | +2.2K | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 17.7K | $8.5M | $8.5M | 1.53% | +4.8K | 2026-03-31 |
| 16 | DVY | ISHARES TR | 53.1K | $8.0M | $8.6M | 1.54% | +7.4K | 2026-03-31 |
| 17 | LULU | LULULEMON ATHLETICA INC | 52.4K | $8.0M | $6.2M | 1.12% | +17.3K | 2026-03-31 |
| 18 | BABA | ALIBABA GROUP HLDG LTD | 59.7K | $7.5M | $7.3M | 1.31% | +14.4K | 2026-03-31 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | 131.9K | $7.5M | $7.6M | 1.36% | +93.8K | 2026-03-31 |
| 20 | AMAT | APPLIED MATLS INC | 22.2K | $7.4M | $11.0M | 1.98% | +21.7K | 2026-03-31 |
| 21 | PH | PARKER-HANNIFIN CORP | 7.8K | $7.0M | $7.7M | 1.38% | -- | 2026-03-31 |
| 22 | TIP | ISHARES TR | 62.5K | $6.9M | $6.7M | 1.21% | +6.1K | 2026-03-31 |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | 17.3K | $6.8M | $13.2M | 2.38% | +15 | 2026-03-31 |
| 24 | EPI | WISDOMTREE TR | 159.5K | $6.5M | $6.9M | 1.23% | -- | 2026-03-31 |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | 75.4K | $6.2M | $6.1M | 1.10% | +5.4K | 2026-03-31 |
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