Barry Garrett

Strategic Investment Advisors Mi

Assets Managed

$1.448B

Holdings

386

Last Quarter

2026 - Q1

Filed Date

8d ago

Growth Rate

25.2%(2Q avg: 14.57%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Investment Advisors Mi's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 386 positions.

Assets under management

The assets under management (AUM) of Strategic Investment Advisors Mi over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.448B in assets, with a quarterly growth rate of 25.2% and a 2-quarter average growth rate of 14.57%. The portfolio is managed by Barry Garrett, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 17.38%	11.06%	$160M 267,576 shares@ $597.97 avg price	Increased 17.38%
MGK Vanguard Mega Cap Growth Etf Recent Activity Increased 27.44%	5.98%	$86.437M 235,025 shares@ $367.78 avg price	Increased 27.44%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 12.21%	5.08%	$73.446M 810,685 shares@ $90.6 avg price	Increased 12.21%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 2.06%	4.59%	$66.325M 1.035M shares@ $64.09 avg price	Increased 2.06%
VUG Vanguard Growth Etf Recent Activity Increased 20.33%	4.53%	$65.475M 149,896 shares@ $436.81 avg price	Increased 20.33%
MGV Vanguard Mega Cap Value Etf Recent Activity Increased 30.9%	4.36%	$63.013M 434,386 shares@ $145.07 avg price	Increased 30.9%
VTV Vanguard Value Etf Recent Activity Increased 9.37%	3.49%	$50.457M 257,162 shares@ $196.21 avg price	Increased 9.37%
IEMG Ishares Core Msci Emerging Recent Activity Increased 14.09%	2.55%	$36.844M 527,810 shares@ $69.81 avg price	Increased 14.09%
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity Increased 35.74%	2.51%	$36.33M 396,426 shares@ $91.65 avg price	Increased 35.74%
SHY Ishares 1-3 Year Treasury Bo Recent Activity Increased 82.03%	1.84%	$26.561M 321,540 shares@ $82.61 avg price	Increased 82.03%

1-10 of 386