Strong Retirement Solutions LLC holds a diversified book of 82 stocks worth $166.8M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Advanced Micro Devices. Their largest long position is Aptus Collared Invest Opp at 8% 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.
72% 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 Strong Retirement Solutions LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 79 / 80 | $4.4B |
| Signal Advisors Wealth, LLC | 79 / 80 | $1.1B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $771.0M |
| LPL Financial LLC | 78 / 80 | $53.6B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $50.7B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $13.0B |
| Farther Finance Advisors, LLC | 78 / 80 | $1.8B |
| MORGAN STANLEY | 77 / 80 | $514.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Strong Retirement Solutions 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 | ETF Ser Solutions APTUS COLLRD INV | $13.4M | 290.6K | 8.0% | ▲+4.4% Added · +12K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.5M | 119.1K | 5.1% | ▲+9.2% Added · +10K sh | |
| 3 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.5M | 126.0K | 4.5% | ▲+9.2% Added · +11K sh | |
| 4 | Nvidia Corporation COM | $7.5M | 37.3K | 4.5% | ▲+3.3% Added · +1K sh | |
| 5 | Microsoft Corp COM | $7.4M | 20.0K | 4.5% | ▲+9.7% Added · +2K sh | |
| 6 | Advanced Micro Devices Inc COM | $7.1M | 12.3K | 4.3% | ▼−7.5% Reduced · −1K sh | |
| 7 | Amazon Com Inc COM | $5.3M | 22.2K | 3.2% | ▲+2.7% Added · +594 sh | |
| 8 | Broadcom Inc COM | $4.9M | 13.0K | 2.9% | ▲+269% Added · +9K sh | |
| 9 | Visa Inc COM CL A | $4.6M | 13.5K | 2.8% | ▲+5.5% Added · +708 sh | |
| 10 | ETF Ser Solutions APTUS DRAWDOWN | $4.5M | 81.1K | 2.7% | ▲+4.1% Added · +3K sh | |
| 11 | Amphenol Corp CL A | $4.5M | 25.4K | 2.7% | ▲+6.0% Added · +1K sh | |
| 12 | Apple Inc COM | $4.4M | 15.3K | 2.7% | ▲+7.9% Added · +1K sh | |
| 13 | Quanta Svcs Inc COM | $4.0M | 5.5K | 2.4% | ▼−8.9% Reduced · −541 sh | |
| 14 | Chemed Corp New COM | $3.9M | 8.3K | 2.3% | ▲+10% Added · +758 sh | |
| 15 | Progressive Corp COM | $3.8M | 17.2K | 2.3% | ▲+17% Added · +2K sh | |
| 16 | Servicenow Inc COM | $3.6M | 36.7K | 2.2% | ▲+23% Added · +7K sh | |
| 17 | JPMorgan Chase & Co COM | $3.6M | 11.1K | 2.2% | ▲+5.2% Added · +549 sh | |
| 18 | Alphabet Inc CAP STK CL A | $3.4M | 9.6K | 2.1% | ▲+4.1% Added · +378 sh | |
| 19 | Walmart Inc COM | $3.3M | 29.2K | 2.0% | ▲+14% Added · +4K sh | |
| 20 | Diamondback Energy Inc COM | $3.3M | 18.7K | 2.0% | ▲+1.7% Added · +318 sh | |
| 21 | Copart Inc COM | $3.1M | 109.4K | 1.8% | ▲+30% Added · +25K sh | |
| 22 | American Tower Corp COM | $3.1M | 18.8K | 1.8% | ▲+13% Added · +2K sh | |
| 23 | Bondbloxx ETF Trust BLOOMBERG SIX MN | $2.9M | 57.2K | 1.7% | ▲+3.4% Added · +2K sh | |
| 24 | Crowdstrike Hldgs Inc CL A | $2.8M | 3.7K | 1.7% | ▲+0.8% Added · +29 sh | |
| 25 | Uber Technologies Inc COM | $1.9M | 26.3K | 1.1% | ▼−13% Reduced · −4K sh | |
| 26 | Eli Lilly & Co COM | $1.7M | 1.4K | 1.0% | ▲+15% Added · +184 sh | |
| 27 | Unitedhealth Group Inc COM | $1.7M | 4.1K | 1.0% | ▲+5.0% Added · +192 sh | |
| 28 | Tesla Inc COM | $1.6M | 3.8K | 1.0% | ▲+11% Added · +375 sh | |
| 29 | ETF Ser Solutions APTUS ENHANCED | $1.6M | 71.2K | 0.9% | ▲+4.1% Added · +3K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $1.5M | 3.1K | 0.9% | ▲+13% Added · +351 sh | |
| 31 | Motorola Solutions Inc COM NEW | $1.4M | 3.3K | 0.8% | ▲+17% Added · +472 sh | |
| 32 | SPDR Series Trust ST STR P500ETF | $1.4M | 15.5K | 0.8% | ▲+9.9% Added · +1K sh | |
| 33 | Meta Platforms Inc CL A | $1.3M | 2.4K | 0.8% | ▲+12% Added · +264 sh | |
| 34 | Pulte Group Inc COM | $1.3M | 9.7K | 0.8% | ▲+15% Added · +1K sh | |
| 35 | Linde PLC SHS | $1.3M | 2.4K | 0.8% | ▲+12% Added · +256 sh | |
| 36 | Intuitive Surgical Inc COM NEW | $1.3M | 3.2K | 0.8% | ▲+16% Added · +447 sh | |
| 37 | Shopify Inc CL A SUB VTG SHS | $1.3M | 11.0K | 0.8% | ▼−3.5% Reduced · −404 sh | |
| 38 | Schwab Charles Corp COM | $1.2M | 13.4K | 0.7% | ▲+12% Added · +1K sh | |
| 39 | Thermo Fisher Scientific Inc COM | $1.2M | 2.4K | 0.7% | ▲+15% Added · +315 sh | |
| 40 | NextEra Energy Inc COM | $1.2M | 13.7K | 0.7% | ▲+12% Added · +2K sh | |
| 41 | Procter & Gamble Co COM | $1.2M | 8.1K | 0.7% | ▲+17% Added · +1K sh | |
| 42 | Netflix Inc. COM | $1.2M | 16.4K | 0.7% | ▲+15% Added · +2K sh | |
| 43 | Roper Technologies Inc COM | $1.2M | 3.5K | 0.7% | ▲+7.9% Added · +254 sh | |
| 44 | S&P Global Inc COM | $1.2M | 2.8K | 0.7% | ▲+12% Added · +301 sh | |
| 45 | Cintas Corp COM | $1.1M | 6.6K | 0.7% | ▲+17% Added · +963 sh | |
| 46 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.1M | 18.4K | 0.7% | ▲+12% Added · +2K sh | |
| 47 | Exxon Mobil Corp COM | $1.1M | 8.3K | 0.7% | ▲+11% Added · +836 sh | |
| 48 | Stryker Corporation COM | $1.1M | 3.6K | 0.7% | ▲+20% Added · +600 sh | |
| 49 | Space Exploration Techn Corp CLASS A COM STK | $1.0M | 6.1K | 0.6% | ▲New New position | |
| 50 | Broadridge Finl Solutions In COM | $968K | 7.1K | 0.6% | ▼−58% Reduced · −10K sh |
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Use Arkolith to show Strong Retirement Solutions 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.