Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Strid

Latest statistics and disclosures from Strid Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, VEU, DALI, QVAL, VWO, and represent 73.13% of Strid Group's stock portfolio.
Added to shares of these 10 stocks: IBDT, IBDS, IVV, IBDU, VEA, VWO, QVAL, PM, VEU, AGG.
Started 10 new stock positions in MO, LLY, VOO, MAR, AGG, TIGO, VB, PM, VO, FBT.
Reduced shares in these 10 stocks: IBDQ (-$14M), DALI, NUE, BSCP, IBMN, TMB, HTRB, FV, FIX, TAFI.
Sold out of its positions in BSCP, IBDQ, IBMN.
Strid Group was a net seller of stock by $-1.4M.
Strid Group has $803M in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0001625800

Tip: Access up to 7 years of quarterly data

Positions held by Strid consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Strid Group

Strid Group holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	28.5	$229M		8.7M	26.23	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	15.3	$123M		1.7M	73.56	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	12.8	$103M	-2%	3.6M	28.76	View chart
Ea Series Trust Us Quan Value (QVAL)	9.4	$75M		1.5M	48.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.2	$58M	+2%	1.1M	53.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.5	$37M	+4%	584k	62.47	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.8	$14M	+2%	590k	24.23	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.8	$14M		225k	62.92	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.8	$14M	-3%	551k	25.58	View chart
Nucor Corporation (NUE)	1.7	$14M	-10%	85k	163.11	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.6	$13M	+21%	528k	24.28	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	1.6	$13M		109k	116.40	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	1.1	$8.5M	-2%	336k	25.21	View chart
InterDigital (IDCC)	1.0	$8.0M		25k	318.38	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.9	$7.6M	+47%	298k	25.45	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$6.6M	+2%	202k	32.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$5.7M	+60%	8.3k	684.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.4M		16k	335.27	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.7	$5.2M	-5%	153k	34.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$3.9M		48k	82.48	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.4	$3.6M		92k	39.11	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$3.3M	+106%	143k	23.40	View chart
Abbvie (ABBV)	0.3	$2.5M		11k	228.49	View chart
Apple (AAPL)	0.3	$2.5M		9.1k	271.87	View chart
Synchrony Financial (SYF)	0.2	$1.8M		22k	83.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.5M	+9%	2.2k	681.81	View chart
Incyte Corporation (INCY)	0.2	$1.5M		15k	98.77	View chart
Madrigal Pharmaceuticals (MDGL)	0.2	$1.5M		2.5k	582.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M		2.9k	502.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.3M	+16%	67k	19.58	View chart
Arch Cap Group Ord (ACGL)	0.1	$1.2M	-8%	12k	95.92	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.1M		2.5k	453.36	View chart
Philip Morris International (PM)	0.1	$1.0M	NEW	6.4k	160.41	View chart
Blackrock (BLK)	0.1	$1.0M		949.00	1070.34	View chart
NVIDIA Corporation (NVDA)	0.1	$1.0M	+43%	5.4k	186.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$951k	+2%	3.0k	322.24	View chart
Walt Disney Company (DIS)	0.1	$941k		8.3k	113.77	View chart
Comfort Systems USA (FIX)	0.1	$933k	-21%	1.0k	933.29	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$899k		35k	25.64	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$899k		16k	54.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$880k	+12%	45k	19.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$732k	NEW	7.3k	99.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$719k	+8%	1.5k	487.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$705k		24k	29.89	View chart
Costco Wholesale Corporation (COST)	0.1	$670k	+136%	777.00	862.34	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$664k	-12%	11k	59.93	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$648k		26k	25.39	View chart
Microsoft Corporation (MSFT)	0.1	$584k	+2%	1.2k	483.65	View chart
Marsh & McLennan Companies	0.1	$533k		2.9k	185.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$501k	NEW	799.00	627.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$501k		2.6k	190.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$430k	NEW	1.5k	290.22	View chart
Amazon (AMZN)	0.1	$412k	+4%	1.8k	230.82	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.0	$401k		2.5k	159.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$399k		4.7k	84.64	View chart
Meta Platforms Cl A (META)	0.0	$393k	+5%	595.00	660.09	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.0	$388k		4.0k	96.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$376k	-6%	1.2k	313.82	View chart
Universal Display Corporation (OLED)	0.0	$369k		3.2k	116.78	View chart
Eli Lilly & Co. (LLY)	0.0	$354k	NEW	329.00	1074.68	View chart
Exxon Mobil Corporation (XOM)	0.0	$351k	+58%	2.9k	120.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$340k	+16%	1.1k	313.00	View chart
American Express Company (AXP)	0.0	$327k		884.00	370.03	View chart
Altria (MO)	0.0	$303k	NEW	5.3k	57.66	View chart
WSFS Financial Corporation (WSFS)	0.0	$282k		5.1k	55.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$280k		1.1k	250.31	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$250k		17k	14.35	View chart
Deere & Company (DE)	0.0	$247k	-10%	530.00	465.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$240k		1.7k	141.06	View chart
Visa Com Cl A (V)	0.0	$236k		672.00	350.66	View chart
Marriott Intl Cl A (MAR)	0.0	$235k	NEW	758.00	310.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$217k	NEW	840.00	257.95	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.0	$213k	NEW	3.8k	55.44	View chart
Mueller Industries (MLI)	0.0	$207k	-18%	1.8k	114.80	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$207k	NEW	1.0k	206.52	View chart
Kkr & Co (KKR)	0.0	$204k		1.6k	127.48	View chart
Meridian Bank (MRBK)	0.0	$176k		10k	17.58	View chart
Grupo Televisa S A B Spon Adr Rep Ord (TV)	0.0	$29k		10k	2.91	View chart

Past Filings by Strid Group

SEC 13F filings are viewable for Strid Group going back to 2015

Strid Group 2025 Q4 filed Jan. 26, 2026
Strid Group 2025 Q3 filed Oct. 15, 2025
Strid Group 2025 Q2 filed July 22, 2025
Strid Group 2025 Q1 filed April 25, 2025
Strid Group 2024 Q4 filed Jan. 28, 2025
Strid Group 2024 Q3 filed Oct. 16, 2024
Strid Group 2024 Q2 filed July 17, 2024
Strid Group 2024 Q1 filed April 24, 2024
Strid Group 2023 Q4 filed Jan. 31, 2024
Strid Group 2023 Q3 filed Oct. 10, 2023
Strid Group 2023 Q2 filed July 25, 2023
Strid Group 2023 Q1 filed April 24, 2023
Strid Group 2022 Q4 filed Jan. 27, 2023
Strid Group 2022 Q3 filed Oct. 12, 2022
Strid Group 2022 Q2 filed July 11, 2022
Strid Group 2022 Q1 filed April 11, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z