Strategic Investment Management, LLC has filed its latest 13F-HR report, revealing its holdings as of September 30, 2026. The report indicates a total asset value of approximately $437 million, primarily invested in various exchange-traded funds (ETFs). This filing is significant as it provides insight into the firm's investment strategy and asset allocation, which may influence competitors in the investment management industry.
Strategic Investment Management is based in Arlington, Virginia, and operates under the Central Index Key (CIK) 0000846633. The firm is categorized as an investment management company, focusing on managing portfolios that include a variety of asset classes. Its recent filings include several 13F-HR forms, with the latest submission dated October 20, 2026, and a previous filing on July 20, 2026.
The latest filing, accession number 0000846633-26-000016, highlights the firm's significant investments in ETFs such as the iShares Core S&P 500 ETF, iShares Core U.S. Aggregate, and others. The report shows that the firm has made strategic decisions to allocate resources across a diverse range of ETFs, reflecting a trend towards passive investment strategies that have gained popularity in recent years.
According to the filing, the firm holds 132 shares of the iShares Core S&P 500 ETF, valued at approximately $101,092, and has substantial investments in other ETFs, including the iShares Core U.S. Aggregate and iShares Gold Trust. These holdings are indicative of the firm's approach to capitalizing on market trends through diversified investments.
This report may affect various stakeholders, including investors, analysts, and competitors within the investment management sector. The focus on ETFs underscores a growing trend in asset management, where firms are increasingly turning to these financial products to meet client demands for lower fees and diversified exposure.
Looking ahead, it remains to be seen how Strategic Investment Management will adjust its portfolio in response to market conditions and investor preferences. The filing does not specify any upcoming events or changes in strategy, leaving the future direction of the firm open to speculation.