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Stelac Advisory Services LLC

Q1 2026 · 13F-HR

Stelac Advisory Services LLCholdings as filed

Filed 2026-05-08 · accession 0001519676-26-000005

$494.3M
Reported value
163
Positions
2026-03-31
Period end
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The Brief · Stelac Advisory Services LLC · Q1 2026

AI · grounded in 13F

Stelac Advisory Services LLC established a new position in FSUN valued at $22.7M. The fund also opened new stakes in BIL for $13.4M and VRT for $10.5M. Additionally, the manager accumulated shares in AMZN, NVDA, and GOOGL, while closing its position in KWEB for a loss of $4.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$38.4M7.77%133,681CommonNONE
67066G104NVDANVIDIA CORPORATION$25.4M5.13%145,709CommonNONE
33767U107FSUNFIRSTSUN CAP BANCORP$22.7M4.60%623,704CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$20.2M4.09%245,370CommonNONE
74340W103PLDPROLOGIS INC.$16.2M3.28%122,467CommonNONE
594918104MSFTMICROSOFT CORP$15.5M3.14%41,897CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$15.3M3.09%23,456CommonNONE
922908363VOOVANGUARD INDEX FDS$14.0M2.83%23,371CommonNONE
023135106AMZNAMAZON COM INC$13.8M2.79%66,276CommonNONE
78468R663BILSPDR SERIES TRUST$13.4M2.70%145,688CommonNONE
532457108LLYELI LILLY & CO$13.2M2.67%14,395CommonNONE
92537N108VRTVERTIV HOLDINGS CO$10.5M2.12%41,891CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$9.3M1.88%94,543CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.7M1.75%45,177CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.5M1.72%17,736CommonNONE
464287168DVYISHARES TR$8.0M1.63%53,051CommonNONE
550021109LULULULULEMON ATHLETICA INC$8.0M1.62%52,409CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$7.5M1.51%59,669CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.5M1.51%131,947CommonNONE
038222105AMATAPPLIED MATLS INC$7.4M1.50%22,179CommonNONE
701094104PHPARKER-HANNIFIN CORP$7.0M1.42%7,847CommonNONE
464287176TIPISHARES TR$6.9M1.40%62,539CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.8M1.37%17,300CommonNONE
97717W422EPIWISDOMTREE TR$6.5M1.32%159,540CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$6.2M1.26%75,384CommonNONE
46434G822EWJISHARES INC$6.1M1.24%72,317CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.1M1.22%18,004CommonNONE
11135F101AVGOBROADCOM INC$6.0M1.21%19,264CommonNONE
464287234EEMISHARES TR$5.8M1.16%101,295CommonNONE
037833100AAPLAPPLE INC$5.5M1.11%21,671CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.1M1.03%18,768CommonNONE
58933Y105MRKMERCK & CO INC$4.6M0.93%38,025CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$4.5M0.91%40,277CommonNONE
767204100RIORIO TINTO PLC$4.5M0.90%48,382CommonNONE
03076C106AMPAMERIPRISE FINL INC$4.3M0.87%9,725CommonNONE
464288372IGFISHARES TR$4.0M0.81%59,968CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.9M0.78%8,338CommonNONE
464287507IJHISHARES TR$3.8M0.77%56,051CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$3.7M0.75%123,451CommonNONE
29355A107ENPHENPHASE ENERGY INC$3.7M0.75%97,415CommonNONE
30303M102METAMETA PLATFORMS INC$3.6M0.72%6,280CommonNONE
717081103PFEPFIZER INC$3.5M0.71%126,698CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.3M0.67%22,734CommonNONE
09290D101BLKBLACKROCK INC$3.0M0.60%3,075CommonNONE
92204A207VDCVANGUARD WORLD FD$2.9M0.58%12,770CommonNONE
722304102PDDPDD HOLDINGS INC$2.8M0.57%27,445CommonNONE
68389X105ORCLORACLE CORP$2.8M0.57%19,175CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.8M0.56%5,584CommonNONE
464286665EPPISHARES INC$2.7M0.55%51,569CommonNONE
92826C839VVISA INC$2.7M0.55%9,081CommonNONE
80105N105SNYSANOFI$2.7M0.54%56,555CommonNONE
654106103NKENIKE INC$2.7M0.54%49,954CommonNONE
747525103QCOMQUALCOMM INC$2.6M0.53%20,277CommonNONE
64110L106NFLXNETFLIX INC$2.5M0.50%25,879CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.4M0.48%17,972CommonNONE
464286509EWCISHARES INC$2.4M0.48%43,551CommonNONE
00724F101ADBEADOBE INC$2.4M0.48%9,749CommonNONE
34959E109FTNTFORTINET INC$2.3M0.47%28,748CommonNONE
002824100ABTABBOTT LABS$2.3M0.47%22,852CommonNONE
670100205NVONOVO-NORDISK A S$2.3M0.46%60,105CommonNONE
922908553VNQVANGUARD INDEX FDS$2.2M0.45%24,861CommonNONE
33939L407GUNRFLEXSHARES TR$2.1M0.42%37,724CommonNONE
464288588MBBISHARES TR$2.0M0.41%21,192CommonNONE
46090E103QQQINVESCO QQQ TR$2.0M0.40%3,388CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.9M0.39%50,278CommonNONE
78463V107GLDSPDR GOLD TR$1.7M0.35%4,005CommonNONE
46434G764EMXCISHARES INC$1.6M0.32%20,146CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$1.5M0.31%52,358CommonNONE
464287861IEVISHARES TR$1.4M0.28%20,139CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$1.3M0.25%52,422CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.2M0.25%15,501CommonNONE
46434G103IEMGISHARES INC$1.2M0.25%17,494CommonNONE
98978V103ZTSZOETIS INC$1.1M0.23%10,006CommonNONE
337738108FISVFISERV INC$1.1M0.22%19,886CommonNONE
02079K107GOOGALPHABET INC$977,3320.20%3,407CommonNONE
464288646IGSBISHARES TR$943,9780.19%17,960CommonNONE
464287465EFAISHARES TR$914,4790.19%9,415CommonNONE
464288661IEIISHARES TR$856,6480.17%7,223CommonNONE
46429B267GOVTISHARES TR$852,2290.17%37,199CommonNONE
922908744VTVVANGUARD INDEX FDS$792,6480.16%4,040CommonNONE
032108607BLOKAMPLIFY ETF TR$746,6020.15%14,989CommonNONE
464287655IWMISHARES TR$726,8880.15%2,931CommonNONE
33737K205NXTGFIRST TR EXCHANGE-TRADED FD$715,0650.14%6,389CommonNONE
464288638IGIBISHARES TR$676,8520.14%12,718CommonNONE
46429B655FLOTISHARES TR$660,9740.13%12,973CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$635,5250.13%7,990CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$625,5200.13%7,712CommonNONE
69374H766INDSPACER FDS TR$620,0090.13%16,874CommonNONE
464287804IJRISHARES TR$598,5530.12%4,815CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$576,8370.12%12,570CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$571,8140.12%12,200CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$566,3160.11%27,747CommonNONE
69374H741SRVRPACER FDS TR$530,7400.11%17,000CommonNONE
37954Y715BOTZGLOBAL X FDS$529,6260.11%15,943CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$529,1330.11%11,904CommonNONE
88160R101TSLATESLA INC$471,7510.10%1,269CommonNONE
464287515IGVISHARES TR$468,9330.09%5,858CommonNONE
37954Y384BUGGLOBAL X FDS$433,3480.09%17,258CommonNONE
301505723HTECEXCHANGE TRADED CONCEPTS TRU$422,6600.09%12,800CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$419,9690.08%7,770CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$418,7070.08%8,481CommonNONE
74967X103RHRH$371,6420.08%2,658CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$368,0970.07%2,276CommonNONE
464287499IWRISHARES TR$364,6130.07%3,750CommonNONE
46138E875PIZINVESCO EXCH TRADED FD TR II$359,0200.07%7,250CommonNONE
46654Q559JFLXJPMorgan Flexible Debt ETF$352,2150.07%7,091CommonNONE
37954Y814FINXGLOBAL X FDS$311,4110.06%13,481CommonNONE
464287226AGGISHARES TR$311,3110.06%3,136CommonNONE
861896108SNEXSTONEX GROUP INC$309,6960.06%3,840CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$300,1740.06%4,900CommonNONE
92204A603VISVANGUARD WORLD FD$278,1880.06%891CommonNONE
46434G772EWTISHARES INC$267,9360.05%3,778CommonNONE
464287440IEFISHARES TR$266,2780.05%2,790CommonNONE
464286772EWYISHARES INC$254,1390.05%2,066CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$250,3300.05%851CommonNONE
464288760ITAISHARES TR$238,4380.05%1,090CommonNONE
37954Y624DRIVGLOBAL X FDS$237,5070.05%7,782CommonNONE
931142103WMTWALMART INC$233,9510.05%1,881CommonNONE
009066101ABNBAIRBNB INC$227,9350.05%1,805CommonNONE
464287606IJKISHARES TR$226,3950.05%2,250CommonNONE
464287309IVWISHARES TR$226,2200.05%2,000CommonNONE
191216100KOCOCA COLA CO$225,1930.05%2,948CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$222,0700.04%5,520CommonNONE
46434V738IEURISHARES TR$204,2750.04%2,907CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$202,1920.04%239CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$183,5560.04%1,252CommonNONE
482480100KLACKLA CORP$176,6890.04%120CommonNONE
20825C104COPCONOCOPHILLIPS$176,4840.04%1,337CommonNONE
92647X830VFLOVICTORY PORTFOLIOS II$176,2780.04%4,465CommonNONE
14316J108CGCARLYLE GROUP INC$173,7200.04%3,590CommonNONE
595112103MUMICRON TECHNOLOGY INC$167,9790.03%497CommonNONE
464288513HYGISHARES TR$165,7230.03%2,083CommonNONE
464287523SOXXISHARES TR$164,3300.03%500CommonNONE
512807306LRCXLAM RESEARCH CORP$158,0820.03%739CommonNONE
742718109PGPROCTER AND GAMBLE CO$155,5620.03%1,077CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$155,3790.03%833CommonNONE
09260D107BXBLACKSTONE INC$154,7770.03%1,346CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$152,0470.03%707CommonNONE
97717Y691WCLDWISDOMTREE TR$151,9270.03%5,561CommonNONE
105532105BAKBRASKEM S A$146,7370.03%40,092CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$144,9900.03%979CommonNONE
92204A504VHTVANGUARD WORLD FD$144,6070.03%531CommonNONE
464286400EWZISHARES INC$142,5420.03%3,713CommonNONE
92189F817VNMVANECK ETF TRUST$139,3280.03%8,049CommonNONE
464287408IVEISHARES TR$138,7260.03%657CommonNONE
48251W104KKRKKR & CO INC$131,6280.03%1,423CommonNONE
37954Y871URAGLOBAL X FDS$131,3910.03%2,713CommonNONE
46429B747STIPISHARES TR$130,2180.03%1,259CommonNONE
38059T106GFIGOLD FIELDS LTD$127,1200.03%2,800CommonNONE
464288281EMBISHARES TR$124,3630.03%1,324CommonNONE
46434G814EWMISHARES INC$116,4810.02%4,100CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$116,3320.02%2,572CommonNONE
87918A105TDOCTELADOC HEALTH INC$114,0140.02%20,920CommonNONE
30231G102XOMEXXON MOBIL CORP$113,3330.02%668CommonNONE
447011107HUNHUNTSMAN CORP$111,4050.02%8,370CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$110,5500.02%25,125CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$108,9740.02%1,515CommonNONE
46429B408EPHEISHARES TR$103,3920.02%4,164CommonNONE
922020805VTIPVANGUARD MALVERN FDS$102,6470.02%2,055CommonNONE
95040Q104WELLWELLTOWER INC$102,2160.02%517CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$102,1610.02%1,762CommonNONE
62914V106NIONIO INC$102,0280.02%16,920CommonNONE
N07059210ASMLASML HOLDING N V$100,3830.02%76CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.