JT Stratford LLC holds a diversified book of 297 stocks worth $785.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sprouts Farmers Market Inc and trimmed Ishr CR Unvrse Usd BD ETF-Ui. Their largest long position is Ishares Russell 1000 ETF at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as JT Stratford LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.0T |
| FMR LLC | 80 / 80 | $725.1B |
| MORGAN STANLEY | 80 / 80 | $528.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $484.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $410.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $146.9B |
| UBS Group AG | 80 / 80 | $133.9B |
| LPL Financial LLC | 80 / 80 | $101.2B |
Ranked by the share of each fund's own book sitting in the names it shares with JT Stratford LLC: 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 ETF | $49.9M | 140.0K | 6.4% | ▲+0.5% Added · +690 sh | |
| 2 | Ishares TR CORE UNIVRSL USD | $34.1M | 738.3K | 4.3% | ▼−10% Reduced · −83K sh | |
| 3 | Nvidia Corporation COM | $25.4M | 145.8K | 3.2% | ▼−4.4% Reduced · −7K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $25.2M | 43.7K | 3.2% | ▲+9.5% Added · +4K sh | |
| 5 | SPDR Index SHS FDS STATE STREET SPD | $22.7M | 497.4K | 2.9% | ▲+24% Added · +97K sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $21.6M | 100.3K | 2.7% | ▼−0.3% Reduced · −355 sh | |
| 7 | BlackRock ETF Trust ISHARES US EQUIT | $17.9M | 306.9K | 2.3% | ▲+7.6% Added · +22K sh | |
| 8 | Alphabet Inc CAP STK CL A | $17.5M | 60.7K | 2.2% | ▼−3.8% Reduced · −2K sh | |
| 9 | Apple Inc COM | $14.7M | 57.9K | 1.9% | ▼−3.3% Reduced · −2K sh | |
| 10 | Johnson & Johnson COM | $14.6M | 59.7K | 1.9% | ▼−8.6% Reduced · −6K sh | |
| 11 | Ishares TR US TREAS BD ETF | $13.6M | 595.7K | 1.7% | ▲+152% Added · +360K sh | |
| 12 | BlackRock ETF Trust II ISHARES FLEXIBLE | $12.4M | 238.9K | 1.6% | ▼−6.2% Reduced · −16K sh | |
| 13 | Amazon Com Inc COM | $12.0M | 57.6K | 1.5% | ▼−9.6% Reduced · −6K sh | |
| 14 | Ishares Inc EMNG MKTS EQT | $11.3M | 186.8K | 1.4% | ▼−2.6% Reduced · −5K sh | |
| 15 | Tesla Inc COM | $11.1M | 29.9K | 1.4% | ▲+8.8% Added · +2K sh | |
| 16 | Microsoft Corp COM | $11.0M | 29.6K | 1.4% | ▲+3.1% Added · +903 sh | |
| 17 | Ishares TR MBS ETF | $10.7M | 112.2K | 1.4% | ▲+5.5% Added · +6K sh | |
| 18 | Ishares TR CORE US AGGBD ET | $10.2M | 102.8K | 1.3% | ▼−4.3% Reduced · −5K sh | |
| 19 | Meta Platforms Inc CL A | $10.1M | 17.6K | 1.3% | ▼−1.2% Reduced · −220 sh | |
| 20 | Vanguard Scottsdale FDS INT-TERM CORP | $10.0M | 121.1K | 1.3% | ▲+4.5% Added · +5K sh | |
| 21 | Ishares TR CORE S&P500 ETF | $9.5M | 14.6K | 1.2% | ▲+2.9% Added · +408 sh | |
| 22 | SPDR Series Trust STATE STREET SPD | $9.3M | 102.0K | 1.2% | ▼−2.6% Reduced · −3K sh | |
| 23 | JPMorgan Chase & Co COM | $9.0M | 30.6K | 1.1% | ▲+1.0% Added · +291 sh | |
| 24 | Walmart Inc COM | $7.5M | 60.3K | 1.0% | ▼−21% Reduced · −16K sh | |
| 25 | BlackRock ETF Trust ISHARES A I INNO | $6.8M | 207.4K | 0.9% | ▲+7.8% Added · +15K sh | |
| 26 | Ishares TR CORE INTL AGGR | $6.1M | 122.9K | 0.8% | ▲+10% Added · +11K sh | |
| 27 | Ishares TR FLTG RATE NT ETF | $6.1M | 120.4K | 0.8% | ▲+7.9% Added · +9K sh | |
| 28 | Palantir Technologies Inc CL A | $5.7M | 38.6K | 0.7% | ▼−1.4% Reduced · −563 sh | |
| 29 | Pfizer Inc COM | $5.6M | 197.9K | 0.7% | ▲+18% Added · +31K sh | |
| 30 | Broadcom Inc COM | $5.5M | 17.8K | 0.7% | ▲+2.7% Added · +469 sh | |
| 31 | Schwab Strategic TR US DIVIDEND EQ | $5.1M | 167.2K | 0.7% | ▼−2.6% Reduced · −5K sh | |
| 32 | Ishares TR 0-5YR INVT GR CP | $5.1M | 101.2K | 0.7% | ▲+0.9% Added · +869 sh | |
| 33 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $5.0M | 109.9K | 0.6% | ▲+3.3% Added · +3K sh | |
| 34 | Taiwan Semiconductor Manufac SPONSORED ADS | $5.0M | 14.9K | 0.6% | ▲+1.5% Added · +220 sh | |
| 35 | SPDR Series Trust STATE STREET SPD | $5.0M | 63.1K | 0.6% | ▼−17% Reduced · −13K sh | |
| 36 | Wisdomtree TR US QTLY DIV GRT | $4.7M | 53.5K | 0.6% | ▲+2.5% Added · +1K sh | |
| 37 | SPDR Series Trust STATE STREET SPD | $4.5M | 155.0K | 0.6% | ▲+14% Added · +18K sh | |
| 38 | Global X FDS DEFENSE TECH ETF | $4.5M | 63.0K | 0.6% | ▲+49% Added · +21K sh | |
| 39 | Eli Lilly & Co COM | $4.5M | 4.8K | 0.6% | ▲+9.7% Added · +428 sh | |
| 40 | SPDR Series Trust STATE STREET SPD | $4.3M | 151.2K | 0.6% | ▲+17% Added · +22K sh | |
| 41 | Adobe Inc COM | $4.3M | 17.5K | 0.5% | ▲+175% Added · +11K sh | |
| 42 | Netflix Inc. COM | $4.2M | 43.7K | 0.5% | ▲+3.8% Added · +2K sh | |
| 43 | Vanguard BD Index FDS TOTAL BND MRKT | $4.0M | 54.8K | 0.5% | ▲+3.7% Added · +2K sh | |
| 44 | Ishares TR CORE MSCI EAFE | $3.9M | 43.1K | 0.5% | ▲+2.6% Added · +1K sh | |
| 45 | Wisdomtree TR FLOATNG RAT TREA | $3.9M | 76.9K | 0.5% | ▲+15% Added · +10K sh | |
| 46 | Dell Technologies Inc CL C | $3.9M | 23.6K | 0.5% | ▼−9.8% Reduced · −3K sh | |
| 47 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.8M | 59.4K | 0.5% | ▲+6.8% Added · +4K sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $3.7M | 6.2K | 0.5% | ▲+7.9% Added · +452 sh | |
| 49 | Valero Energy Corp COM | $3.6M | 14.7K | 0.5% | ▲+102% Added · +7K sh | |
| 50 | Ishares TR S&P 500 GRWT ETF | $3.6M | 31.7K | 0.5% | ▲+5.0% Added · +2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1689013/holdings"
Use Arkolith to show JT Stratford LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.