LINA ARIAS
Stelac Advisory Services Llc
Assets Managed
$494.252M
Holdings
163
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
74.76%(2Q avg: 36.26%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Stelac Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 163 positions.
Assets under management
The assets under management (AUM) of Stelac Advisory Services 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 - Q1, they manage 494.252M in assets, with a quarterly growth rate of 74.76% and a 2-quarter average growth rate of 36.26%. The portfolio is managed by LINA ARIAS, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GOOGL Alphabet Inc-cl A
| 7.78% | $38.406M 133,681 shares@ $287.3 avg price | Increased 50.3% |
NVDA Nvidia Corp
| 5.14% | $25.372M 145,709 shares@ $174.14 avg price | Increased 86.73% |
FSUN Firstsun Capital Bancorp
| 4.61% | $22.74M 623,704 shares@ $36.47 avg price | New Position |
VGK Vanguard Ftse Europe Etf
| 4.1% | $20.226M 245,370 shares@ $82.43 avg price | Increased 35.18% |
PLD Prologis Inc
| 3.28% | $16.188M 122,467 shares@ $132.19 avg price | Decreased -10.91% |
MSFT Microsoft Corp
| 3.14% | $15.5M 41,897 shares@ $369.95 avg price | Increased 117.31% |
SPY Spdr S&p 500 Etf Trust
| 3.1% | $15.291M 23,456 shares@ $651.89 avg price | Increased 4.28% |
VOO Vanguard S&p 500 Etf
| 2.83% | $13.965M 23,371 shares@ $597.55 avg price | Increased 5.05% |
AMZN Amazon.com Inc
| 2.79% | $13.788M 66,276 shares@ $208.04 avg price | Increased 1361.76% |
BIL Spdr Bloomberg 1-3 Month T-b
| 2.71% | $13.351M 145,688 shares@ $91.64 avg price | New Position |
1-10 of 163