Arkolith/Funds/Stratos Investment Management, LLC

Stratos Investment Management, LLC

CIK 1707206
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Stratos Investment Management, LLC holds a diversified book of 371 stocks worth $2.5B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened Cambria Global Value ETF and trimmed Vanguard Growth ETF. Their largest long position is Dimensional US Core Equity 2 at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
215
existing
Trimmed
107
reduced
Sold out
16
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
35%
Top 20 holdings
51%

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

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Information Technology
10%
Financials
4%
Industrials
3%
Health Care
3%
Consumer Discretionary
2%
Utilities
1%
Energy
1%

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

Holdings: largest first

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

371 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQUITY 2
$162.5M4.18M
6.5%
+2.9%
Added · +118K sh
2Ishares TR
CORE S&P TTL STK
$146.6M1.03M
5.9%
+0.5%
Added · +5K sh
3ALPS ETF TR
SMITH CORE PLUS
$88.3M3.43M
3.5%
+5.1%
Added · +167K sh
4Dimensional ETF Trust
CORE FIXED INCOM
$84.4M2.00M
3.4%
+4.2%
Added · +81K sh
5Wisdomtree TR
US QTLY DIV GRT
$82.6M940.6K
3.3%
+1.6%
Added · +14K sh
6Columbia ETF TR I
RESH ENHNC COR
$81.9M2.10M
3.3%
+1.3%
Added · +27K sh
7BlackRock ETF Trust
ISHARES US EQUIT
$63.2M1.09M
2.5%
+3.0%
Added · +31K sh
8SPDR Series Trust
STATE STREET SPD
$58.2M2.27M
2.3%
+5.3%
Added · +115K sh
9Ishares TR
INVESTMENT GRADE
$53.1M1.18M
2.1%
+3.3%
Added · +38K sh
10Pimco Equity Ser
RAFI DYN MULTI
$51.5M1.29M
2.1%
+0.1%
Added · +1K sh
11Ishares TR
CORE S&P500 ETF
$50.5M77.2K
2.0%
+0.8%
Added · +598 sh
12Ishares TR
CORE INTL AGGR
$49.7M993.4K
2.0%
+5.0%
Added · +47K sh
13Pimco ETF TR
MULTISECTOR BD
$49.2M1.88M
2.0%
+11%
Added · +193K sh
14Dimensional ETF Trust
US CORE EQUITY 1
$46.2M640.9K
1.9%
+3.9%
Added · +24K sh
15Nvidia Corporation
COM
$41.3M236.7K
1.7%
+3.0%
Added · +7K sh
16Ishares TR
IBOXX INV CP ETF
$37.1M340.1K
1.5%
+3.4%
Added · +11K sh
17Microsoft Corp
COM
$35.6M96.3K
1.4%
+3.0%
Added · +3K sh
18Vanguard Index FDS
GROWTH ETF
$35.4M81.1K
1.4%
−1.7%
Reduced · −1K sh
19Apple Inc
COM
$32.8M129.4K
1.3%
+4.1%
Added · +5K sh
20Amplify ETF TR
CWP ENHANCED DIV
$32.3M721.2K
1.3%
+3.8%
Added · +27K sh
21Vanguard Malvern FDS
STRM INFPROIDX
$30.4M608.3K
1.2%
+5.0%
Added · +29K sh
22Alphabet Inc
CAP STK CL A
$30.3M105.4K
1.2%
−15%
Reduced · −18K sh
23SPDR Series Trust
STATE STREET SPD
$29.6M960.7K
1.2%
+4.4%
Added · +40K sh
24Broadcom Inc
COM
$29.2M94.3K
1.2%
−2.7%
Reduced · −3K sh
25Vanguard Intl Equity Index F
ALLWRLD EX US
$27.8M369.9K
1.1%
−2.3%
Reduced · −9K sh
26Wisdomtree TR
DYNAMIC INTL EQT
$26.2M593.5K
1.0%
~0%
Added · +272 sh
27Amazon Com Inc
COM
$25.1M120.5K
1.0%
+3.7%
Added · +4K sh
28American Centy ETF TR
INTL SMCP VLU
$24.9M249.0K
1.0%
−9.8%
Reduced · −27K sh
29Dimensional ETF Trust
EMERGING MKTS CO
$24.8M717.1K
1.0%
−0.8%
Reduced · −6K sh
30Invesco Exchange Traded FD T
S&P500 EQL WGT
$24.5M127.7K
1.0%
−15%
Reduced · −22K sh
31Ishares TR
RUS 1000 VAL ETF
$23.6M110.5K
0.9%
−4.4%
Reduced · −5K sh
32First TR Exchange-Traded FD
LNG DUR OPRTUN
$20.2M936.2K
0.8%
+24%
Added · +180K sh
33Dimensional ETF Trust
INFLATION PROTE
$19.4M466.1K
0.8%
+4.5%
Added · +20K sh
34Merck & Co Inc
COM
$17.4M144.8K
0.7%
+7.0%
Added · +10K sh
35Fidelity Covington Trust
HIGH DIVID ETF
$16.8M304.9K
0.7%
+3.9%
Added · +11K sh
36JPMorgan Chase & Co
COM
$16.4M55.8K
0.7%
+2.6%
Added · +1K sh
37Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$16.1M250.6K
0.6%
+115%
Added · +134K sh
38Berkshire Hathaway Inc Del
CL B NEW
$15.9M33.3K
0.6%
+1.4%
Added · +451 sh
39Vanguard Index FDS
TOTAL STK MKT
$15.7M49.0K
0.6%
+13%
Added · +6K sh
40J P Morgan Exchange Traded F
EQUITY PREMIUM
$15.5M273.3K
0.6%
−24%
Reduced · −88K sh
41Meta Platforms Inc
CL A
$15.5M27.1K
0.6%
+3.0%
Added · +784 sh
42Eli Lilly & Co
COM
$15.3M16.6K
0.6%
+19%
Added · +3K sh
43Invesco Exchange Traded FD T
LARGE CAP VALUE
$14.7M210.9K
0.6%
+38%
Added · +58K sh
44Ishares TR
CORE DIV GRWTH
$14.4M205.7K
0.6%
+10%
Added · +19K sh
45Cambria ETF TR
GLOBAL VALUE ETF
$13.5M408.3K
0.5%
New
New position
46Walmart Inc
COM
$13.3M107.2K
0.5%
−3.4%
Reduced · −4K sh
47Dimensional ETF Trust
SHORT DURATION F
$12.8M267.9K
0.5%
+0.3%
Added · +692 sh
48Putnam ETF Trust
FOCUSED LAR CAP
$12.6M272.1K
0.5%
+54%
Added · +95K sh
49Fidelity Covington Trust
ENHANCED INTL
$12.5M336.0K
0.5%
New
New position
50Dimensional ETF Trust
INTL CORE EQUITY
$12.4M349.2K
0.5%
+2.4%
Added · +8K sh
Showing 50 of 371 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 28, 2026371$2.5B13F-HR
Q4 2025Dec 31, 2025Jan 20, 2026350$2.5B13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025356$2.4B13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025355$2.2B13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025316$1.9B13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025272$1.7B13F-HR
Q3 2024Sep 30, 2024Oct 17, 2024252$1.4B13F-HR
Q2 2024Jun 30, 2024Jul 24, 2024223$1.2B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024205$1.0B13F-HR
Q4 2023Dec 31, 2023Jan 24, 2024182$845.0M13F-HR
Q3 2023Sep 30, 2023Oct 24, 2023159$669.0M13F-HR
Q2 2023Jun 30, 2023Jul 18, 2023167$651.6M13F-HR
Q1 2023Mar 31, 2023May 1, 2023173$594.4M13F-HR
Q4 2022Dec 31, 2022Jan 19, 2023155$559.9M13F-HR
Q3 2022Sep 30, 2022Oct 24, 2022151$494.7M13F-HR
Q2 2022Jun 30, 2022Sep 6, 2022148$528.2M13F-HR
Q1 2022Mar 31, 2022Apr 26, 2022165$602.2M13F-HR
Q4 2021Dec 31, 2021Jan 14, 2022179$634.5M13F-HR
Q3 2021Sep 30, 2021Oct 19, 2021232$575.2M13F-HR
Q2 2021Jun 30, 2021Jul 19, 2021124$363.2M13F-HR
Q1 2021Mar 31, 2021Apr 27, 2021121$316.2M13F-HR
Q4 2020Dec 31, 2020Jan 29, 2021112$317.9M13F-HR
Q3 2020Sep 30, 2020Oct 29, 2020111$275.4M13F-HR
Q2 2020Jun 30, 2020Jul 28, 2020104$236.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.