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Richard Anzelone

Strategic Point Investment Advisors, Llc

Assets Managed
$767.471M
Holdings
36
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.56%(2Q avg: 3.35%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Point Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Strategic Point Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 767.471M in assets, with a quarterly growth rate of 11.56% and a 2-quarter average growth rate of 3.35%. The portfolio is managed by Richard Anzelone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.35%
14.59%
$111.97M
149,939 shares@ $746.78 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.55%
10.82%
$82.985M
110,810 shares@ $748.9 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 4.35%
10.22%
$78.359M
667,170 shares@ $117.45 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.63%
7.69%
$58.966M
358,955 shares@ $164.28 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 1.98%
7.4%
$56.735M
249,869 shares@ $227.06 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 307.54%
6.48%
$49.725M
400,460 shares@ $124.18 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1.07%
5.81%
$44.557M
233,868 shares@ $190.53 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 3.86%
5.47%
$41.921M
555,178 shares@ $75.52 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 3.81%
4.86%
$37.235M
1.241M shares@ $30.02 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 2.24%
3.27%
$25.066M
430,687 shares@ $58.2 avg price

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