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Stelac Advisory Services LLC
STELAC Advisory Services LLC is a registered investment advisory firm headquartered in New York, NY. The firm combines personalized investment advisory services with family office capabilities, including estate planning, family governance, and philanthropic consulting. Founded in 2011, STELAC employs around 22–24 professionals, including strategists, economists, bankers, and portfolio managers. It is registered with the U.S. Securities and Exchange Commission and serves primarily high-net-worth individuals and families, consolidating clients’ banking relationships and providing technology-enabled reporting and analysis.
Investment Strategy
STELAC Advisory Services LLC offers objective, client-centric investment advice acting as an independent intermediary between clients and financial institutions. The firm focuses on asset allocation and portfolio management, consolidating banking relationships onto a single platform. Its approach incorporates estate planning, family governance, and philanthropic planning, leveraging a diverse team to deliver tailored, unbiased strategies aimed at preserving and growing client wealth. STELAC places emphasis on technology solutions for data aggregation, analysis, and customized reporting, enabling comprehensive and transparent oversight of client assets.
Latest 13F Filing Activity
Stelac Advisory Services LLC filed their most recent 13F report on Jun 30, 2025 disclosing 104 equity positions with a total 13F market value of $263M. The fund increased holdings in Select Sector SPDR TR, Apollo Global MGMT Inc., Nvidia Corporation among other positions. Stelac Advisory Services LLC reduced exposure to Disney Walt Co., SPDR Ser TR, Salesforce Inc. among others.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLD | PROLOGIS INC. | 6.71% | $17.7M | 168,042 | $101.68 | $105.12 | -$1.1M |
N NVDA | NVIDIA CORPORATION | 6.60% | $17.4M | 109,882 | $89.06 | $157.99 | +$5.5M |
| ALPHABET INC | 6.00% | $15.8M | 89,636 | $118.43 | $176.23 | +$1.9M | |
S SPY | SPDR S&P 500 ETF TR | 5.94% | $15.6M | 25,238 | $271.54 | $617.85 | +$861.1K |
V VGK | VANGUARD INTL EQUITY INDEX F | 5.82% | $15.3M | 197,684 | $55.24 | $77.50 | +$1.5M |
Industry Allocation
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