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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Global Advisors LLC
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| CRD # | 286019 |
| SEC # | 801-108843 |
| CIK # | 0001580212 |
| AUM | $2.5 B (2025-06-20) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 949-706-2640 |
| Address | 100 Bayview Circle Newport Beach, CA 92660-3043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.5 | ||
| Spotify Technology Sa | 23.1 | ||
| Alphabet Inc | 21.9 | ||
| Microsoft Corp | 21.8 | ||
| Netflix Inc | 18.3 | ||
| Amazon Com Inc | 18.2 | ||
| Apple Inc | 17.3 | ||
| Wixcom Ltd | 16.9 | ||
| Facebook Inc | 16.7 | ||
| Broadcom Inc | 14.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 6 | 1.4 |
| (j) Other investment advisers | 0 | 0.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 2.5 |
| By Discretionary | ||
| Discretionary | 32 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 2.3 | |
| Total | 32 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001580212] |
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|---|---|---|
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2.5 | |
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|
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|
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