Arkolith/Funds/Droms Strauss Advisors Inc /Mo

Droms Strauss Advisors Inc /Mo

CIK 1053292
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Droms Strauss Advisors Inc /Mo holds a focused book of 81 stocks worth $440.5M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 14% of the equity book.

Opened
22
bought for the first time
Added to
39
already held, bought more
Trimmed
23
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
67%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
5%
Consumer Discretionary
1%
Financials
1%
Industrials
0%
Health Care
0%
Utilities
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Droms Strauss Advisors Inc /Mo

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$529.8B
JPMORGAN CHASE & CO80 / 80$483.1B
BANK OF AMERICA CORP /DE/80 / 80$417.6B
ROYAL BANK OF CANADA80 / 80$144.8B
UBS Group AG80 / 80$143.5B
LPL Financial LLC80 / 80$99.1B
RAYMOND JAMES FINANCIAL INC80 / 80$91.3B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$20.6B

Ranked by the share of each fund's own book sitting in the names it shares with Droms Strauss Advisors Inc /Mo: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$60.0M80.1K
13.6%
−2.5%
Reduced · −2K sh
2Goldman Sachs ETF TR
ACTIVEBETA US LG
$53.2M374.6K
12.1%
−0.4%
Reduced · −2K sh
3Ishares TR
S&P 500 GRWT ETF
$31.2M226.9K
7.1%
−0.3%
Reduced · −726 sh
4Ishares TR
S&P 500 VAL ETF
$30.1M132.4K
6.8%
+2.0%
Added · +3K sh
5Ishares TR
RUS 2000 GRW ETF
$26.5M67.4K
6.0%
−1.7%
Reduced · −1K sh
6Vanguard Index FDS
VALUE ETF
$25.9M118.7K
5.9%
−0.3%
Reduced · −386 sh
7Invesco QQQ TR
UNIT SER 1
$22.0M29.9K
5.0%
−3.0%
Reduced · −941 sh
8DBX ETF TR
XTRACK MSCI EAFE
$18.0M330.1K
4.1%
+4.8%
Added · +15K sh
9Schwab Strategic TR
EMRG MKTEQ ETF
$15.0M414.8K
3.4%
−4.4%
Reduced · −19K sh
10Schwab Strategic TR
FUND EM EQUI ETF
$13.3M334.8K
3.0%
−4.3%
Reduced · −15K sh
11Applied Matls Inc
COM
$12.9M17.8K
2.9%
Held
12BlackRock ETF Trust II
ISH HIG MUN ETF
$9.7M195.7K
2.2%
+11%
Added · +19K sh
13Schwab Strategic TR
US LRG CAP ETF
$8.1M273.6K
1.8%
+1.0%
Added · +3K sh
14Ishares TR
RUS 2000 VAL ETF
$7.6M34.5K
1.7%
−2.1%
Reduced · −760 sh
15Ishares TR
IBONDS DEC 29
$5.8M250.5K
1.3%
21×
Added · +239K sh
16Ishares TR
IBONDS DEC 2031
$5.8M277.1K
1.3%
+11%
Added · +28K sh
17Ishares TR
IBONDS DEC 2030
$5.8M264.1K
1.3%
+3.4%
Added · +9K sh
18Ishares TR
IBDS DEC28 ETF
$5.7M227.3K
1.3%
+6.3%
Added · +14K sh
19Ishares TR
IBONDS 27 ETF
$5.7M233.9K
1.3%
+6.2%
Added · +14K sh
20Schwab Strategic TR
FUNDAMENTAL US L
$5.3M169.7K
1.2%
−2.5%
Reduced · −4K sh
21Vanguard Index FDS
GROWTH ETF
$5.2M60.5K
1.2%
+488%
Added · +50K sh
22Tesla Inc
COM
$5.1M12.1K
1.2%
−0.1%
Reduced · −11 sh
23Invesco Exch Traded FD TR II
RAFI DVLPD MRKTS
$4.5M100.3K
1.0%
−0.4%
Reduced · −373 sh
24Ishares TR
EAFE VALUE ETF
$3.7M47.7K
0.8%
−2.2%
Reduced · −1K sh
25Apple Inc
COM
$3.6M12.3K
0.8%
+4.4%
Added · +521 sh
26Ishares TR
S&P SML 600 GWT
$3.1M17.4K
0.7%
−2.2%
Reduced · −398 sh
27Ishares TR
GLB INFRASTR ETF
$2.9M43.3K
0.7%
−2.6%
Reduced · −1K sh
28State STR SPDR S&P 500 ETF T
TR UNIT
$2.9M3.8K
0.6%
+20%
Added · +646 sh
29Microsoft Corp
COM
$2.7M7.4K
0.6%
−6.5%
Reduced · −508 sh
30Ishares TR
EAFE SML CP ETF
$2.6M31.2K
0.6%
−3.0%
Reduced · −957 sh
31SPDR Series Trust
ST STR SP600GRWO
$2.4M20.5K
0.6%
−0.8%
Reduced · −169 sh
32Berkshire Hathaway Inc Del
CL B NEW
$2.3M4.5K
0.5%
+0.5%
Added · +24 sh
33Ishares TR
CORE MSCI EAFE
$2.1M22.2K
0.5%
−0.5%
Reduced · −122 sh
34Vanguard Index FDS
TOTAL STK MKT
$2.1M5.7K
0.5%
New
New position
35Ishares TR
CORE S&P US GWT
$1.2M6.3K
0.3%
+0.1%
Added · +8 sh
36Ishares TR
MBS ETF
$1.2M12.3K
0.3%
−30%
Reduced · −5K sh
37Vanguard Index FDS
MID CAP ETF
$1.1M14.0K
0.3%
+261%
Added · +10K sh
38Alphabet Inc
CAP STK CL A
$1.1M3.1K
0.2%
−1.4%
Reduced · −44 sh
39Ishares TR
CORE S&P MCP ETF
$1.1M14.2K
0.2%
~0%
Added · +2 sh
40Vanguard Index FDS
SMALL CP ETF
$1.1M3.6K
0.2%
+2.5%
Added · +89 sh
41Nvidia Corporation
COM
$1.0M5.2K
0.2%
+1.7%
Added · +89 sh
42SPDR Series Trust
ST NUVE HIGH ETF
$1.0M39.7K
0.2%
+13%
Added · +4K sh
43Ishares TR
CORE INTL AGGR
$892K17.6K
0.2%
+1.6%
Added · +272 sh
44Equifax Inc
COM
$863K5.4K
0.2%
Held
45Ishares TR
CORE S&P SCP ETF
$854K5.8K
0.2%
+0.1%
Added · +4 sh
46Pimco ETF TR
ACTIVE BD ETF
$846K9.2K
0.2%
+2.4%
Added · +211 sh
47Boeing Co
COM
$773K3.6K
0.2%
Held
48Schwab Strategic TR
US REIT ETF
$772K32.6K
0.2%
+2.1%
Added · +661 sh
49Vanguard Index FDS
SM CP VAL ETF
$732K3.0K
0.2%
+0.1%
Added · +3 sh
50Amazon Com Inc
COM
$718K3.0K
0.2%
+33%
Added · +751 sh
Showing 50 of 81 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202681$440.5M13F-HR
Q1 2026Mar 31, 2026May 1, 202677$382.6M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202678$380.1M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202571$345.0M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202570$326.1M13F-HR
Q1 2025Mar 31, 2025May 2, 202565$291.3M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202571$306.3M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202465$282.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.