Arkolith/Funds/Strid Group, LLC

Strid Group, LLC

CIK 1625800
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Strid Group, LLC holds a concentrated book of 93 reported positions worth $900.7M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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 reported non-option book.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
69%
Top 10 holdings
83%
Top 20 holdings
93%

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

Where the money is, by sector

6% mapped to company sectors

ETFs / funds
94%
Financials
2%
Materials
2%
Health Care
1%
Information Technology
1%

+5 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Strid Group, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 80$4.5B
Hoffman, Alan N Investment Management10 / 80$162.1M
Swiss Re Ltd27 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.44 / 80$277.4B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Kearns & Associates LLC17 / 80$195.3M
Prosperity Advisers, LLC21 / 80$122.5M
9823 Capital, L.P.9 / 80$126.9M

Ranked by the share of each fund's own book sitting in the names it shares with Strid Group, 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.

Holdings: largest first

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

93 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US BRD MKT ETF
$248.4M8.58M
27.6%
−0.8%
Reduced · −72K sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$111.8M1.34M
12.4%
−12%
Reduced · −191K sh
3Ea Series Trust
US QUAN VALUE
$101.0M1.82M
11.2%
+7.0%
Added · +119K sh
4First TR Exchange Traded FD
DORSEY WRIGHT
$88.8M2.98M
9.9%
−9.0%
Reduced · −295K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$69.1M970.0K
7.7%
+31%
Added · +231K sh
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$67.9M1.14M
7.5%
+3.3%
Added · +36K sh
7Invesco Exchange Traded FD T
DORS WRI MOM ETF
$16.1M105.9K
1.8%
−1.2%
Reduced · −1K sh
8Thornburg ETF TR
MULTI SECTOR BD
$15.2M600.9K
1.7%
+3.1%
Added · +18K sh
9Ishares TR
IBONDS 27 ETF
$14.8M610.9K
1.6%
−0.5%
Reduced · −3K sh
10Nucor Corp
COM
$14.6M65.4K
1.6%
−15%
Reduced · −11K sh
11First TR Exchange Traded FD
DORSEY WRT 5 ETF
$14.2M187.6K
1.6%
−5.3%
Reduced · −10K sh
12Ishares TR
IBDS DEC28 ETF
$13.5M534.0K
1.5%
+39%
Added · +149K sh
13Ishares TR
IBONDS DEC2026
$13.1M538.9K
1.4%
−11%
Reduced · −67K sh
14Ishares TR
IBONDS DEC 29
$10.3M443.8K
1.1%
+100%
Added · +222K sh
15AB Active Etfs Inc
TAX AWARE SHRT
$9.9M390.6K
1.1%
+0.6%
Added · +2K sh
16Interdigital Inc
COM
$7.3M25.8K
0.8%
+2.5%
Added · +641 sh
17Schwab Strategic TR
EMRG MKTEQ ETF
$7.1M195.9K
0.8%
−1.3%
Reduced · −3K sh
18Ishares TR
CORE S&P500 ETF
$6.4M8.6K
0.7%
−20%
Reduced · −2K sh
19Vanguard Index FDS
TOTAL STK MKT
$6.1M16.4K
0.7%
+2.5%
Added · +408 sh
20Ishares TR
IBONDS DEC 2030
$5.6M256.1K
0.6%
+179%
Added · +164K sh
21Hartford FDS Exchange Traded
TOTAL RTRN ETF
$5.5M163.6K
0.6%
+3.0%
Added · +5K sh
22Hartford FDS Exchange Traded
MUN OPORTUNITE
$4.2M106.6K
0.5%
+1.3%
Added · +1K sh
23Ishares TR
CORE MSCI INTL
$3.9M44.1K
0.4%
+0.6%
Added · +282 sh
24Abbvie Inc
COM
$2.8M11.0K
0.3%
Held
25Apple Inc
COM
$2.3M8.0K
0.3%
+0.9%
Added · +72 sh
26Incyte Corp
COM
$1.7M14.7K
0.2%
Held
27Arch Cap Group Ltd
ORD
$1.5M15.6K
0.2%
Held
28State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.2%
+0.6%
Added · +11 sh
29Ishares TR
IBONDS DEC 2031
$1.5M69.8K
0.2%
+44%
Added · +21K sh
30Berkshire Hathaway Inc Del
CL B NEW
$1.5M2.9K
0.2%
+2.2%
Added · +62 sh
31Synchrony Financial
COM
$1.5M18.9K
0.2%
+0.2%
Added · +47 sh
32Madrigal Pharmaceuticals Inc
COM
$1.3M2.5K
0.1%
Held
33Comfort Sys USA Inc
COM
$1.3M646
0.1%
+19%
Added · +103 sh
34Vertex Pharmaceuticals Inc
COM
$1.2M2.5K
0.1%
Held
35Vanguard Index FDS
MID CAP ETF
$1.2M14.9K
0.1%
+452%
Added · +12K sh
36Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$1.2M60.3K
0.1%
−11%
Reduced · −8K sh
37Philip Morris Intl Inc
COM
$1.2M6.4K
0.1%
Held
38BlackRock Inc
COM
$1.1M1.1K
0.1%
−13%
Reduced · −170 sh
39Nvidia Corporation
COM
$1.0M5.2K
0.1%
+2.1%
Added · +110 sh
40Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$1.0M53.2K
0.1%
+0.8%
Added · +422 sh
41JPMorgan Chase & Co
COM
$946K2.9K
0.1%
~0%
Added · +1 sh
42Ishares TR
MSCI EMG MKT ETF
$919K13.4K
0.1%
+0.3%
Added · +37 sh
43Ishares TR
IBONDS DEC 26
$899K35.1K
0.1%
Held
44Comcast Corp New
CL A
$835K34.0K
0.1%
−2.2%
Reduced · −768 sh
45Disney Walt Co
COM
$796K8.3K
0.1%
Held
46Berkshire Hathaway Inc Del
CL A
$749K1
0.1%
Held
47Costco Wholesale Corporation
COM
$713K762
0.1%
Held
48Vanguard Index FDS
GROWTH ETF
$699K8.1K
0.1%
+500%
Added · +7K sh
49Ishares TR
IBONDS DEC 27
$649K25.5K
0.1%
Held
50Vanguard Index FDS
SMALL CP ETF
$622K2.1K
0.1%
+36%
Added · +545 sh
Showing 50 of 93 positions
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Filing history

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

$900.7M · Q2 2026Q3 2024 · $657.6MQ2 2026 · $900.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d93$900.7M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d85$806.9M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d79$803.4M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d72$787.0M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d63$711.1M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d62$644.1M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202528d60$640.6M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202416d59$657.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.