Stelac Advisory Services LLC has disclosed its latest 13F-HR filing, which reveals a total portfolio value of approximately $611.7 million as of September 30, 2026. This filing is crucial as it provides insights into the firm's investment strategy and positions across various sectors, particularly in technology and finance.

The filing, submitted on November 10, 2026, indicates that Stelac Advisory Services has made significant investments in major companies such as Alphabet Inc., Microsoft Corp., and NVIDIA Corporation. These holdings reflect the firm's focus on technology, which has been a dominant sector in recent years.

Background

Stelac Advisory Services LLC, based in New York, is an investment advisory firm that operates under the SEC's regulations. The firm has been active in filing 13F reports, with the latest submission being its 2026 report. The firm’s address is 654 Madison Avenue, 11th Floor, New York, NY 10065.

What the Filing Says

The filing indicates that Stelac Advisory Services holds a total of 172 positions in various companies, with a reported total value of $611,733,094. This demonstrates the firm's diverse investment strategy and its commitment to maintaining a robust portfolio.

Impact

This update is significant for investors and analysts following the investment management industry. The holdings reported by Stelac Advisory Services could influence market trends and provide insights into how investment strategies are evolving in response to current economic conditions.

What's Next

The filing does not say what happens next.