Stelac Advisory Services LLC

CIK 0001519676 • 6 13F filings • May 14, 2025 – Aug 10, 2026

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Filer information

Filed by: Stelac Advisory Services LLC, CCO
Address: 654 MADISON AVENUE, 11TH FL, NEW YORK, NY, 10065
Phone: 212-920-3890
AUM: $282.8M

AUM over time

$536.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $289.3M110 positionsView on SEC.gov

			% of Portfolio
Airbnb Inc.	COM	$219K	0.1%	1,805 SH	New
ALIBABA GROUP HOLDING LTD ADR	COM	$8.1M	2.8%	45,309 SH	New
ALPHABET INC -A-	COM	$22.1M	7.7%	91,076 SH	New
Amazon.com Inc	COM	$1.0M	0.3%	4,572 SH	New
Amplify Junior Silver Miners ETF	COM	$146K	0.1%	6,324 SH	New
Amplify Transformational Data Sharing ETF	COM	$517K	0.2%	7,712 SH	New
APELLIS PHARMACEUTICALS INC	COM	$125K	0.0%	5,520 SH	New
APOLLO GLOBAL MANAGEMENT INC	COM	$5.4M	1.9%	40,892 SH	New
Apple Inc	COM	$1.5M	0.5%Prev: 1.2%	5,798 SH	Decreased-15,911 SH
Berkshire Hathaway Inc.	COM	$6.5M	2.2%	12,890 SH	New
Blackstone Inc.	COM	$225K	0.1%	1,316 SH	New
Broadcom Inc.	COM	$562K	0.2%	1,702 SH	New
Carlyle Group Inc/The	COM	$294K	0.1%	4,686 SH	New
CROWDSTRIKE HOLDINGS INC -A-	COM	$8.5M	2.9%	17,285 SH	New
ELI LILLY & CO	COM	$7.7M	2.7%Prev: 3.2%	10,136 SH	Decreased-4,275 SH
ENPHASE ENERGY INC	COM	$3.7M	1.3%Prev: 0.9%	105,955 SH	Decreased+12,380 SH
First Trust Indxx NextG ETF	COM	$332K	0.1%	3,207 SH	New
FlexShares Morningstar Global Upstream Natural Resources Index Fund	COM	$886K	0.3%	20,242 SH	New
Global X Autonomous & Electric Vehicles ETF	COM	$220K	0.1%	7,782 SH	New
Global X Cybersecurity ETF	COM	$216K	0.1%	6,144 SH	New
Global X FinTech ETF	COM	$216K	0.1%	6,447 SH	New
Global X Robotics & Artificial Intelligence ETF	COM	$261K	0.1%	7,376 SH	New
Gold Fields Ltd	COM	$117K	0.0%	2,800 SH	New
GRUPO FINANCIERO GALICIA SA S-ADR -B-	COM	$336K	0.1%	12,200 SH	New
Intel Corp	COM	$134K	0.0%Prev: 0.0%	3,995 SH	Decreased+2,662 SH
Invesco China Technology ETF	COM	$124K	0.0%	2,100 SH	New
Invesco Leisure and Entertainment ETF	COM	$114K	0.0%	1,880 SH	New
Invesco QQQ Trust Series 1	COM	$1.8M	0.6%	3,019 SH	New
Invesco S&P 500 Equal Weight Consumer Staples ETF	COM	$1.5M	0.5%	52,358 SH	New
Invesco S&P 500 Equal Weight ETF	COM	$8.7M	3.0%	45,878 SH	New
Invesco S&P 500 Equal Weight Health Care ETF	COM	$2.1M	0.7%	70,061 SH	New
Invesco S&P 500 Equal Weight Utilities ETF	COM	$760K	0.3%	9,912 SH	New
Invesco Senior Loan ETF	COM	$955K	0.3%	45,612 SH	New
Invesco Variable Rate Preferred ETF	COM	$1.5M	0.5%	59,970 SH	New
iShares 0-5 Year TIPS Bond ETF	COM	$150K	0.1%	1,454 SH	New
iShares 3-7 Year Treasury Bond ETF	COM	$688K	0.2%	5,756 SH	New
iShares 5-10 Year Investment Grade Corporate Bond ETF	COM	$688K	0.2%	12,718 SH	New
iShares 7-10 Year Treasury Bond ETF	COM	$269K	0.1%	2,790 SH	New
iShares Bitcoin Trust ETF	COM	$3.5M	1.2%Prev: 0.3%	54,158 SH	Increased+3,880 SH
iShares Core MSCI Europe ETF	COM	$198K	0.1%	2,907 SH	New
iShares Core S&P Mid-Cap ETF	COM	$2.7M	0.9%	40,737 SH	New
iShares Core S&P Small-Cap ETF	COM	$686K	0.2%	5,774 SH	New
iShares Core U.S. Aggregate Bond ETF	COM	$314K	0.1%	3,136 SH	New
iShares Europe ETF	COM	$1.2M	0.4%	18,645 SH	New
iShares Floating Rate Bond ETF	COM	$839K	0.3%	16,423 SH	New
iShares Global Infrastructure ETF	COM	$3.9M	1.4%	64,571 SH	New
iShares iBoxx High Yield Corporate Bond ETF	COM	$537K	0.2%	6,615 SH	New
iShares JP Morgan USD Emerging Markets Bond ETF	COM	$126K	0.0%	1,324 SH	New
iShares MBS ETF	COM	$2.0M	0.7%	21,166 SH	New
iShares MSCI Brazil ETF	COM	$115K	0.0%	3,713 SH	New
iShares MSCI Canada ETF	COM	$2.3M	0.8%	46,413 SH	New
iShares MSCI EAFE ETF	COM	$692K	0.2%	7,415 SH	New
iShares MSCI Emerging Markets ETF	COM	$4.7M	1.6%	85,168 SH	New
iShares MSCI Emerging Markets ex China ETF	COM	$2.0M	0.7%	29,312 SH	New
iShares MSCI Japan ETF	COM	$4.2M	1.5%	52,653 SH	New
iShares MSCI Pacific ex Japan ETF	COM	$2.0M	0.7%	39,095 SH	New
iShares Russell 2000 ETF	COM	$494K	0.2%	2,043 SH	New
iShares Select Dividend ETF	COM	$6.5M	2.2%	45,752 SH	New
iShares TIPS Bond ETF	COM	$6.5M	2.3%	58,706 SH	New
iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF	COM	$1.1M	0.4%	19,949 SH	New
iShares US Aerospace & Defense ETF	COM	$228K	0.1%	1,090 SH	New
iShares US Treasury Bond	COM	$976K	0.3%	42,203 SH	New
JPMorgan Chase & Co.	COM	$187K	0.1%	593 SH	New
JPMorgan Equity Premium Income ETF	COM	$2.3M	0.8%	40,241 SH	New
JPMorgan Flexible Debt ETF	COM	$356K	0.1%	7,091 SH	New
KKR & Co Inc	COM	$207K	0.1%Prev: 0.0%	1,595 SH	Increased+132 SH
KLA Corp	COM	$167K	0.1%Prev: 0.1%	155 SH	Decreased-1,045 SH
KRANESHARES CSI CHINA INTERNET ETF	COM	$1.2M	0.4%	29,553 SH	New
Lam Research Corporation	COM	$114K	0.0%	852 SH	New
LULULEMON ATHLETICA INC	COM	$3.1M	1.1%Prev: 1.4%	17,615 SH	Decreased-48,318 SH
Mastercard Inc.	COM	$207K	0.1%	364 SH	New
Meta Platforms Inc.	COM	$1.1M	0.4%	1,483 SH	New
MICROSOFT CORP	COM	$11.9M	4.1%Prev: 3.2%	22,943 SH	Decreased-22,656 SH
MicroStrategy Incorporated	COM	$238K	0.1%	740 SH	New
NVIDIA CORP	COM	$20.7M	7.1%	110,870 SH	New
Oracle Corporation	COM	$143K	0.0%	507 SH	New
Procter & Gamble Co.	COM	$116K	0.0%	754 SH	New
Prologis Inc	COM	$17.5M	6.0%	152,740 SH	New
ROBO Global Healthcare Technology and Innovation ETF	COM	$132K	0.0%	4,283 SH	New
SELECT SECTOR SPDR TRUST - TECHNOLOGY ETF	COM	$7.4M	2.5%	26,102 SH	New
Sibanye Stillwater Ltd	COM	$134K	0.0%	11,941 SH	New
Simon Property Group Inc.	COM	$156K	0.1%	833 SH	New
SPDR Bloomberg 1-3 Month T-Bill ETF	COM	$6.9M	2.4%	74,700 SH	New
SPDR Dow Jones Industrial Average ETF Trust	COM	$4.7M	1.6%	10,105 SH	New
SPDR Gold Shares	COM	$711K	0.2%	1,999 SH	New
SPDR S&P 500 ETF Trust	COM	$14.8M	5.1%	22,127 SH	New
STONEX GROUP INC	COM	$258K	0.1%Prev: 0.1%	2,560 SH	Decreased-1,280 SH
Taiwan Semiconductor Manufacturing Co Ltd	COM	$197K	0.1%	704 SH	New
Tesla Inc.	COM	$383K	0.1%	861 SH	New
The Coca-Cola Company	COM	$190K	0.1%	2,856 SH	New
The Goldman Sachs Group Inc.	COM	$200K	0.1%	251 SH	New
Uber Technologies Inc.	COM	$121K	0.0%	1,238 SH	New
UNITED PARCEL SERVICE INC -B-	COM	$7.9M	2.7%	94,543 SH	New
Utilities Select Sector SPDR Fund	COM	$183K	0.1%	2,100 SH	New
VanEck Gold Miners ETF/USA	COM	$122K	0.0%	1,600 SH	New
Vanguard Consumer Staples ETF	COM	$2.9M	1.0%	13,533 SH	New
Vanguard Dividend Appreciation ETF	COM	$153K	0.1%	707 SH	New
Vanguard FTSE Europe ETF	COM	$16.1M	5.6%	201,851 SH	New
Vanguard Global ex-U.S. Real Estate ETF	COM	$663K	0.2%	13,892 SH	New
Vanguard Health Care ETF	COM	$361K	0.1%	1,391 SH	New
Vanguard High Dividend Yield ETF	COM	$138K	0.0%	979 SH	New
Vanguard Intermediate-Term Corporate Bond ETF	COM	$6.6M	2.3%	78,819 SH	New
Vanguard Mortgage-Backed Securities ETF	COM	$302K	0.1%	6,427 SH	New
Vanguard Real Estate ETF	COM	$2.4M	0.8%	25,738 SH	New
Vanguard S&P 500 ETF	COM	$16.3M	5.6%	26,563 SH	New
Vanguard Short-Term Corporate Bond ETF	COM	$1.2M	0.4%	15,501 SH	New
Vanguard Short-Term Inflation-Protected Securities ETF	COM	$104K	0.0%	2,055 SH	New
Vanguard Value ETF	COM	$975K	0.3%	5,200 SH	New
Visa Inc.	COM	$265K	0.1%	776 SH	New
Walmart Inc.	COM	$189K	0.1%	1,837 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.1M
ADOBE INC — $2.0M
ADVANCED MICRO DEVICES INC — $119K
AIRBNB INC — $258K
ALIBABA GROUP HLDG LTD — $5.8M
ALPHABET INC — $49.1M
AMAZON COM INC — $15.8M
AMERIPRISE FINL INC — $4.5M
AMPLIFY ETF TR — $939K
APOLLO GLOBAL MGMT INC — $194K
APPLIED MATLS INC — $16.3M
ASML HLDG NV — $151K
BERKSHIRE HATHAWAY INC DEL — $8.9M
BLACKROCK INC — $3.0M
BLACKSTONE INC — $162K
BROADCOM INC — $7.2M
CARLYLE GROUP INC — $151K
COCA COLA CO — $217K
CONAGRA BRANDS INC — $101K
CONOCOPHILLIPS — $139K
… and 73 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001519676-26-000002	$282.8M	View
Nov 13, 2025	Q3 2025	13F-HR	0001519676-25-000011	$289.3M	View
Aug 10, 2026	Q2 2026