1y return+20.6%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
5y return+35.3%S&P 500 +74.5%
10y return+103.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $204 against $357 in the S&P 500.2
Stelac Advisory Services LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $47.8M | 8.9% | |
| NVDANvidia Corporation | $29.1M | 5.4% | |
| FSUNFirstsun Cap Bancorp | $24.2M | 4.5% | |
| VGKVanguard Intl Equity Index F | $21.5M | 4.0% | |
| SPYState Str Spdr S&p 500 Etf T | $18.3M | 3.4% | +4.5% |
| LLYEli Lilly & Co | $17.3M | 3.2% | |
| MSFTMicrosoft Corp | $17.0M | 3.2% | +8.8% |
| AMATApplied Matls Inc | $16.3M | 3.0% | |
| VOOVanguard Index Fds | $16.1M | 3.0% | |
| AMZNAmazon Com Inc | $15.8M | 2.9% | |
| CRWDCrowdstrike Hldgs Inc | $13.2M | 2.5% | |
| BILSpdr Series Trust | $12.8M | 2.4% | −4.0% |
| PLDPrologis Inc. | $12.5M | 2.3% | −24.5% |
| KWEBKraneshares Trust | $11.6M | 2.2% | New |
| RSPInvesco Exchange Traded Fd T | $9.7M | 1.8% | |
| VRTVertiv Holdings Co | $9.4M | 1.8% | −32.8% |
| TSMTaiwan Semiconductor Manufac | $8.9M | 1.7% | +3.6% |
| BRK/BBerkshire Hathaway Inc Del | $8.9M | 1.7% | |
| DVYIshares Tr | $8.2M | 1.5% | |
| PHParker-hannifin Corp | $7.7M | 1.4% | |
| LULULululemon Athletica Inc | $7.5M | 1.4% | +25.8% |
| JEPIJ P Morgan Exchange Traded F | $7.5M | 1.4% | |
| AVGOBroadcom Inc | $7.2M | 1.3% | −1.1% |
| TIPIshares Tr | $6.8M | 1.3% | |
| EEMIshares Tr | $6.8M | 1.3% | −2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $29.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $47.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $6.3M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $16.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $8.9M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2024 | +172.1% | $13.2M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $4.9M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $16.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $18.3M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $4.3M |
Sold off last quarter
- UPSUnited Parcel Service Inc was $9.3M
- EPIWisdomtree Tr was $6.5M
- UNHUnitedhealth Group Inc was $5.1M
- PFEPfizer Inc was $3.5M
- JFLXJPMorgan Flexible Debt ETF was $352K
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $222K
- BAKBraskem S A was $147K
- EWZIshares Inc was $143K
- STIPIshares Tr was $130K
- GFIGold Fields Ltd was $127K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −16.7% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stelac Advisory Services LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1519676&type=13F-HR&dateb=&owner=include&count=40CIK 1519676
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1519676/000151967626000007/Filed August 10, 2026 · accession 0001519676-26-000007