Stelac Advisory Services LLC

NEW YORK, NY · CIK 1519676 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySTELAC ADVISORY SERVICES, LLC (US)

Kindprivate equity, wealth
Others nearbyNew York, NY, Miami, FL
FamilyStelac Advisory Services LLC · 2 related pages

As an employer

US visa salary filings

Filings FY2024–20253
Median salary offered$100,000
Middle half$95,000 – $100,000
Job titles2

Job title	Filings	Median	Range
Trust OfficerMiami, FL	2	$100,000
Financial AnalystNew York, NY	1	$90,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: STELAC ADVISORY SERVICES, LLC, Stelac Advisory Services LLC.

$536.6m reported value +8.6% vs Q1 2026

168positions

41.7%in top 10

20 new 32 added 34 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	133,757	$47.8m8.91%	8.91%	Added +76	+76 0.1%
2	NVIDIA CORPORATION COM NVDA	NVDA	145,780	$29.1m5.43%	5.43%	Added +71	+71 0.1%
3	FIRSTSUN CAP BANCORP COM FSUN	FSUN	623,704	$24.2m4.51%	4.51%	Unchanged
4	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	243,112	$21.5m4.01%	4.01%	Reduced -2.3k	-2,258 -0.9%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	24,516	$18.3m3.41%	3.41%	Added +1.1k	+1,060 4.5%
6	ELI LILLY & CO COM LLY	LLY	14,411	$17.3m3.23%	3.23%	Added +16	+16 0.1%
7	MICROSOFT CORP COM MSFT	MSFT	45,599	$17.0m3.17%	3.17%	Added +3.7k	+3,702 8.8%
8	APPLIED MATLS INC COM AMAT	AMAT	22,177	$16.3m3.04%	3.04%	Reduced -2	-2 -0.0%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	23,371	$16.1m2.99%	2.99%	Unchanged
10	AMAZON COM INC COM AMZN	AMZN	66,180	$15.8m2.94%	2.94%	Reduced -96	-96 -0.1%
11	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	17,300	$13.2m2.46%	2.46%	Unchanged
12	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	139,847	$12.8m2.39%	2.39%	Reduced -5.8k	-5,841 -4.0%
13	PROLOGIS INC. COM PLD	PLD	92,467	$12.5m2.33%	2.33%	Reduced -30.0k	-30,000 -24.5%
14	KRANESHARES TRUST CSI CHI INTERNET KWEB	KWEB	473,232	$11.6m2.16%	2.16%	New
15	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	45,522	$9.7m1.81%	1.81%	Added +345	+345 0.8%
16	VERTIV HOLDINGS CO COM CL A VRT	VRT	28,154	$9.4m1.76%	1.76%	Reduced -13.7k	-13,737 -32.8%
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	18,654	$8.9m1.66%	1.66%	Added +650	+650 3.6%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	17,738	$8.9m1.65%	1.65%	Added +2	+2 0.0%
19	ISHARES TR SELECT DIVID ETF DVY	DVY	52,632	$8.2m1.53%	1.53%	Reduced -419	-419 -0.8%
20	PARKER-HANNIFIN CORP COM PH	PH	7,847	$7.7m1.43%	1.43%	Unchanged
21	LULULEMON ATHLETICA INC COM LULU	LULU	65,933	$7.5m1.40%	1.40%	Added +13.5k	+13,524 25.8%
22	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	131,947	$7.5m1.39%	1.39%	Unchanged
23	BROADCOM INC COM AVGO	AVGO	19,044	$7.2m1.34%	1.34%	Reduced -220	-220 -1.1%
24	ISHARES TR TIPS BD ETF TIP	TIP	62,544	$6.8m1.28%	1.28%	Added +5	+5 0.0%
25	ISHARES TR MSCI EMG MKT ETF EEM	EEM	98,920	$6.8m1.26%	1.26%	Reduced -2.4k	-2,375 -2.3%
26	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	70,889	$6.6m1.23%	1.23%	Reduced -1.4k	-1,428 -2.0%
27	APPLE INC COM AAPL	AAPL	21,709	$6.3m1.17%	1.17%	Added +38	+38 0.2%
28	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	74,776	$6.2m1.15%	1.15%	Reduced -608	-608 -0.8%
29	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	59,669	$5.8m1.08%	1.08%	Unchanged
30	META PLATFORMS INC CL A META	META	8,746	$4.9m0.92%	0.92%	Added +2.5k	+2,466 39.3%
31	ENPHASE ENERGY INC COM ENPH	ENPH	93,575	$4.6m0.86%	0.86%	Reduced -3.8k	-3,840 -3.9%
32	RIO TINTO PLC SPONSORED ADR RIO	RIO	48,382	$4.6m0.86%	0.86%	Unchanged
33	AMERIPRISE FINL INC COM AMP	AMP	9,725	$4.5m0.83%	0.83%	Unchanged
34	FORTINET INC COM FTNT	FTNT	28,748	$4.4m0.82%	0.82%	Unchanged
35	ISHARES TR GLB INFRASTR ETF IGF	IGF	65,991	$4.4m0.82%	0.82%	Added +6.0k	+6,023 10.0%
36	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	8,338	$4.4m0.81%	0.81%	Unchanged
37	ISHARES TR CORE S&P MCP ETF IJH	IJH	55,743	$4.3m0.80%	0.80%	Reduced -308	-308 -0.6%
38	VISA INC COM CL A V	V	12,388	$4.3m0.79%	0.79%	Added +3.3k	+3,307 36.4%
39	MASTERCARD INCORPORATED CL A MA	MA	7,997	$4.1m0.76%	0.76%	Added +2.4k	+2,413 43.2%
40	QUALCOMM INC COM QCOM	QCOM	20,418	$3.8m0.70%	0.70%	Added +141	+141 0.7%
41	MERCK & CO INC COM MRK	MRK	27,275	$3.5m0.65%	0.65%	Reduced -10.8k	-10,750 -28.3%
42	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	16,664	$3.2m0.59%	0.59%	Reduced -1.3k	-1,308 -7.3%
43	BLACKROCK INC COM BLK	BLK	3,075	$3.0m0.56%	0.56%	Unchanged
44	INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT RSPH	RSPH	90,287	$3.0m0.56%	0.56%	Reduced -33.2k	-33,164 -26.9%
45	NOVO-NORDISK A S ADR NVO	NVO	60,105	$2.9m0.54%	0.54%	Unchanged
46	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	12,770	$2.9m0.54%	0.54%	Unchanged
47	ORACLE CORP COM ORCL	ORCL	19,208	$2.8m0.53%	0.53%	Added +33	+33 0.2%
48	ISHARES INC MSCI PAC JP ETF EPP	EPP	52,151	$2.8m0.52%	0.52%	Added +582	+582 1.1%
49	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	22,742	$2.7m0.49%	0.49%	Added +8	+8 0.0%
50	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,388	$2.5m0.46%	0.46%	Unchanged
51	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	25,100	$2.4m0.45%	0.45%	Added +239	+239 1.0%
52	SANOFI SPONSORED ADR SNY	SNY	56,555	$2.4m0.45%	0.45%	Unchanged
53	ISHARES INC MSCI CDA ETF EWC	EWC	41,835	$2.4m0.45%	0.45%	Reduced -1.7k	-1,716 -3.9%
54	NIKE INC CL B NKE	NKE	52,091	$2.2m0.40%	0.40%	Added +2.1k	+2,137 4.3%
55	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	27,445	$2.1m0.39%	0.39%	Unchanged
56	ABBOTT LABS COM ABT	ABT	22,751	$2.1m0.39%	0.39%	Reduced -101	-101 -0.4%
57	ISHARES INC MSCI EMRG CHN EMXC	EMXC	20,146	$2.1m0.38%	0.38%	Unchanged
58	ISHARES TR MBS ETF MBB	MBB	21,192	$2.0m0.37%	0.37%	Unchanged
59	ADOBE INC COM ADBE	ADBE	9,706	$2.0m0.36%	0.36%	Reduced -43	-43 -0.4%
60	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	11,728	$1.9m0.35%	0.35%	New
61	NETFLIX INC COM NFLX	NFLX	25,339	$1.8m0.34%	0.34%	Reduced -540	-540 -2.1%
62	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	35,629	$1.8m0.33%	0.33%	Reduced -2.1k	-2,095 -5.5%
63	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	50,278	$1.7m0.31%	0.31%	Unchanged
64	ISHARES INC CORE MSCI EMKT IEMG	IEMG	18,219	$1.5m0.28%	0.28%	Added +725	+725 4.1%
65	ISHARES TR EUROPE ETF IEV	IEV	20,139	$1.5m0.27%	0.27%	Unchanged
66	SPDR GOLD TR GOLD SHS GLD	GLD	3,796	$1.4m0.26%	0.26%	Reduced -209	-209 -5.2%
67	ZOETIS INC CL A ZTS	ZTS	17,932	$1.3m0.24%	0.24%	Added +7.9k	+7,926 79.2%
68	ALPHABET INC CAP STK CL C GOOG	GOOG	3,625	$1.3m0.24%	0.24%	Added +218	+218 6.4%
69	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	52,422	$1.3m0.24%	0.24%	Unchanged
70	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	15,501	$1.2m0.23%	0.23%	Unchanged
71	INVESCO EXCHANGE TRADED FD T S&P500 EQL STP RSPS	RSPS	38,635	$1.2m0.22%	0.22%	Reduced -13.7k	-13,723 -26.2%
72	ISHARES TR 3 7 YR TREAS BD IEI	IEI	9,347	$1.1m0.20%	0.20%	Added +2.1k	+2,124 29.4%
73	FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF NXTG	NXTG	6,389	$979.7k0.18%	0.18%	Unchanged
74	ISHARES TR MSCI EAFE ETF EFA	EFA	9,415	$978.0k0.18%	0.18%	Unchanged
75	FISERV INC COM FISV	FISV	19,886	$974.9k0.18%	0.18%	Unchanged
76	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	17,960	$941.3k0.18%	0.18%	Unchanged
77	AMPLIFY ETF TR BLOCKCHAIN LDR BLOK	BLOK	14,989	$938.8k0.17%	0.17%	Unchanged
78	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,274	$931.4k0.17%	0.17%	Added +234	+234 5.8%
79	J P MORGAN EXCHANGE TRADED F U S TECH LEADERS JTEK	JTEK	7,990	$891.3k0.17%	0.17%	Unchanged
80	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,931	$880.6k0.16%	0.16%	Unchanged
81	ISHARES TR US TREAS BD ETF GOVT	GOVT	37,199	$847.4k0.16%	0.16%	Unchanged
82	GOLDMAN SACHS GROUP INC COM GS	GS	803	$812.1k0.15%	0.15%	Added +564	+564 236.0%
83	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,797	$711.4k0.13%	0.13%	Reduced -18	-18 -0.4%
84	PACER FDS TR INDUSTRIAL RELET INDS	INDS	16,874	$678.5k0.13%	0.13%	Unchanged
85	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	12,718	$676.2k0.13%	0.13%	Unchanged
86	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	12,973	$662.3k0.12%	0.12%	Unchanged
87	GLOBAL X FDS CYBRSCURTY ETF BUG	BUG	17,258	$659.1k0.12%	0.12%	Unchanged
88	GRUPO FINANCIERO GALICIA S.A SPONSORED ADR GGAL	GGAL	12,200	$610.4k0.11%	0.11%	Unchanged
89	GLOBAL X FDS RBTCS ARTFL INTE BOTZ	BOTZ	15,943	$605.2k0.11%	0.11%	Unchanged
90	ISHARES TR EXPANDED TECH IGV	IGV	6,522	$590.9k0.11%	0.11%	Added +664	+664 11.3%
91	MICRON TECHNOLOGY INC COM MU	MU	494	$570.2k0.11%	0.11%	Reduced -3	-3 -0.6%
92	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	11,986	$543.4k0.10%	0.10%	Reduced -584	-584 -4.7%
93	PACER FDS TR DATA AND INFRAST SRVR	SRVR	17,000	$540.1k0.10%	0.10%	Unchanged
94	INVESCO EXCH TRADED FD TR II SR LN ETF BKLN	BKLN	26,358	$536.9k0.10%	0.10%	Reduced -1.4k	-1,389 -5.0%
95	TESLA INC COM TSLA	TSLA	1,271	$534.6k0.10%	0.10%	Added +2	+2 0.2%
96	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	11,904	$533.9k0.10%	0.10%	Unchanged
97	EXCHANGE TRADED CONCEPTS TR ROBO GBL HLTCR HTEC	HTEC	12,800	$477.3k0.09%	0.09%	Unchanged
98	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	7,770	$463.8k0.09%	0.09%	Unchanged
99	STONEX GROUP INC COM SNEX	SNEX	3,840	$455.0k0.08%	0.08%	Unchanged
100	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	8,481	$454.7k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNITED PARCEL SERVICE INC UPS	UPS	94,543	$9.3m94.5k shares
WISDOMTREE TR EPI	EPI	159,540	$6.5m159.5k shares
UNITEDHEALTH GROUP INC UNH	UNH	18,768	$5.1m18.8k shares
PFIZER INC PFE	PFE	126,698	$3.5m126.7k shares
J P MORGAN EXCHANGE TRADED F JFLX	JFLX	7,091	$352.2k7.1k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	5,520	$222.1k5.5k shares
BRASKEM S A BAK	BAK	40,092	$146.7k40.1k shares
ISHARES INC EWZ	EWZ	3,713	$142.5k3.7k shares
ISHARES TR STIP	STIP	1,259	$130.2k1.3k shares
GOLD FIELDS LTD GFI	GFI	2,800	$127.1k2.8k shares
TELADOC HEALTH INC TDOC	TDOC	20,920	$114.0k20.9k shares
EXXON MOBIL CORP XOM	XOM	668	$113.3k668 shares
HUNTSMAN CORP HUN	HUN	8,370	$111.4k8.4k shares
ISHARES TR EPHE	EPHE	4,164	$103.4k4.2k shares
NIO INC NIO	NIO	16,920	$102.0k16.9k shares