Strid Group, LLC holds a concentrated book of 93 stocks worth $900.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Schwab US Broad Market ETF. Their largest long position is Schwab US Broad Market ETF at 28% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1625800/holdings"
Use Arkolith to show Strid Group, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Strid Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% 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 Strid Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $524.6B |
| LPL Financial LLC | 80 / 80 | $80.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $458.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $91.9B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $153.6B |
| ROYAL BANK OF CANADA | 78 / 80 | $147.4B |
| UBS Group AG | 78 / 80 | $137.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 / 80 | $52.4B |
Ranked by how many of Strid Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $248.4M | 8.58M | 27.6% | ▼−0.8% Reduced · −72K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $111.8M | 1.34M | 12.4% | ▼−12% Reduced · −191K sh | |
| 3 | Ea Series Trust US QUAN VALUE | $101.0M | 1.82M | 11.2% | ▲+7.0% Added · +119K sh | |
| 4 | First TR Exchange Traded FD DORSEY WRIGHT | $88.8M | 2.98M | 9.9% | ▼−9.0% Reduced · −295K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $69.1M | 970.0K | 7.7% | ▲+31% Added · +231K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $67.9M | 1.14M | 7.5% | ▲+3.3% Added · +36K sh | |
| 7 | Invesco Exchange Traded FD T DORS WRI MOM ETF | $16.1M | 105.9K | 1.8% | ▼−1.2% Reduced · −1K sh | |
| 8 | Thornburg ETF TR MULTI SECTOR BD | $15.2M | 600.9K | 1.7% | ▲+3.1% Added · +18K sh | |
| 9 | Ishares TR IBONDS 27 ETF | $14.8M | 610.9K | 1.6% | ▼−0.5% Reduced · −3K sh | |
| 10 | Nucor Corp COM | $14.6M | 65.4K | 1.6% | ▼−15% Reduced · −11K sh | |
| 11 | First TR Exchange Traded FD DORSEY WRT 5 ETF | $14.2M | 187.6K | 1.6% | ▼−5.3% Reduced · −10K sh | |
| 12 | Ishares TR IBDS DEC28 ETF | $13.5M | 534.0K | 1.5% | ▲+39% Added · +149K sh | |
| 13 | Ishares TR IBONDS DEC2026 | $13.1M | 538.9K | 1.4% | ▼−11% Reduced · −67K sh | |
| 14 | Ishares TR IBONDS DEC 29 | $10.3M | 443.8K | 1.1% | ▲+100% Added · +222K sh | |
| 15 | AB Active Etfs Inc TAX AWARE SHRT | $9.9M | 390.6K | 1.1% | ▲+0.6% Added · +2K sh | |
| 16 | Interdigital Inc COM | $7.3M | 25.8K | 0.8% | ▲+2.5% Added · +641 sh | |
| 17 | Schwab Strategic TR EMRG MKTEQ ETF | $7.1M | 195.9K | 0.8% | ▼−1.3% Reduced · −3K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $6.4M | 8.6K | 0.7% | ▼−20% Reduced · −2K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $6.1M | 16.4K | 0.7% | ▲+2.5% Added · +408 sh | |
| 20 | Ishares TR IBONDS DEC 2030 | $5.6M | 256.1K | 0.6% | ▲+179% Added · +164K sh | |
| 21 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $5.5M | 163.6K | 0.6% | ▲+3.0% Added · +5K sh | |
| 22 | Hartford FDS Exchange Traded MUN OPORTUNITE | $4.2M | 106.6K | 0.5% | ▲+1.3% Added · +1K sh | |
| 23 | Ishares TR CORE MSCI INTL | $3.9M | 44.1K | 0.4% | ▲+0.6% Added · +282 sh | |
| 24 | Abbvie Inc COM | $2.8M | 11.0K | 0.3% | —Held | |
| 25 | Apple Inc COM | $2.3M | 8.0K | 0.3% | ▲+0.9% Added · +72 sh | |
| 26 | Incyte Corp COM | $1.7M | 14.7K | 0.2% | —Held | |
| 27 | Arch Cap Group Ltd ORD | $1.5M | 15.6K | 0.2% | —Held | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.2% | ▲+0.6% Added · +11 sh | |
| 29 | Ishares TR IBONDS DEC 2031 | $1.5M | 69.8K | 0.2% | ▲+44% Added · +21K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 2.9K | 0.2% | ▲+2.2% Added · +62 sh | |
| 31 | Synchrony Financial COM | $1.5M | 18.9K | 0.2% | ▲+0.2% Added · +47 sh | |
| 32 | Madrigal Pharmaceuticals Inc COM | $1.3M | 2.5K | 0.1% | —Held | |
| 33 | Comfort Sys USA Inc COM | $1.3M | 646 | 0.1% | ▲+19% Added · +103 sh | |
| 34 | Vertex Pharmaceuticals Inc COM | $1.2M | 2.5K | 0.1% | —Held | |
| 35 | Vanguard Index FDS MID CAP ETF | $1.2M | 14.9K | 0.1% | ▲+452% Added · +12K sh | |
| 36 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $1.2M | 60.3K | 0.1% | ▼−11% Reduced · −8K sh | |
| 37 | Philip Morris Intl Inc COM | $1.2M | 6.4K | 0.1% | —Held | |
| 38 | BlackRock Inc COM | $1.1M | 1.1K | 0.1% | ▼−13% Reduced · −170 sh | |
| 39 | Nvidia Corporation COM | $1.0M | 5.2K | 0.1% | ▲+2.1% Added · +110 sh | |
| 40 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.0M | 53.2K | 0.1% | ▲+0.8% Added · +422 sh | |
| 41 | JPMorgan Chase & Co COM | $946K | 2.9K | 0.1% | ▲~0% Added · +1 sh | |
| 42 | Ishares TR MSCI EMG MKT ETF | $919K | 13.4K | 0.1% | ▲+0.3% Added · +37 sh | |
| 43 | Ishares TR IBONDS DEC 26 | $899K | 35.1K | 0.1% | —Held | |
| 44 | Comcast Corp New CL A | $835K | 34.0K | 0.1% | ▼−2.2% Reduced · −768 sh | |
| 45 | Disney Walt Co COM | $796K | 8.3K | 0.1% | —Held | |
| 46 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.1% | —Held | |
| 47 | Costco Wholesale Corporation COM | $713K | 762 | 0.1% | —Held | |
| 48 | Vanguard Index FDS GROWTH ETF | $699K | 8.1K | 0.1% | ▲+500% Added · +7K sh | |
| 49 | Ishares TR IBONDS DEC 27 | $649K | 25.5K | 0.1% | —Held | |
| 50 | Vanguard Index FDS SMALL CP ETF | $622K | 2.1K | 0.1% | ▲+36% Added · +545 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 93 | $900.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 85 | $806.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 79 | $803.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 72 | $787.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 63 | $711.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 62 | $644.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 60 | $640.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 59 | $657.6M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.