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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 72.84% of Strid Group's stock portfolio.
Added to shares of these 10 stocks: TMB (+$15M), NUE (+$5.4M), VEA, SCHB, BLK, QVAL, IBMP, IBMO, VWO, AMZN.
Started 12 new stock positions in GOOGL, MLI, BLK, IBMP, TMB, GOOG, DE, TV, KKR, AMZN. XOM, AXP.
Reduced shares in these 10 stocks: RSG, VEU, IBDQ, FIX, PVLA, FTSM, PDP, , IVV, DALI.
Sold out of its positions in PVLA, RSG, VCSH.
Strid Group was a net buyer of stock by $27M.
Strid Group has $787M in assets under management (AUM), dropping by 10.67%.
Central Index Key (CIK): 0001625800

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Portfolio Holdings for Strid Group

Strid Group holds 72 positions in its portfolio as reported in the September 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	$224M		8.7M	25.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	15.0	$118M		1.7M	71.37	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	13.1	$103M		3.6M	28.17	View chart
Ea Series Trust Us Quan Value (QVAL)	9.0	$71M		1.5M	46.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.3	$57M		1.1M	54.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.2	$33M	+6%	557k	59.92	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.9	$15M	NEW	573k	25.64	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.8	$14M		229k	61.92	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.8	$14M		575k	24.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	1.7	$14M	-4%	540k	25.19	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	1.6	$13M		110k	118.05	View chart
Nucor Corporation (NUE)	1.6	$13M	+71%	95k	135.43	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.3	$11M		436k	24.34	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	1.1	$8.7M		345k	25.34	View chart
InterDigital (IDCC)	1.1	$8.7M		25k	345.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$6.6M		197k	33.37	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.7	$5.6M		162k	34.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.3M		16k	328.17	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$5.2M		202k	25.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$3.8M		47k	80.17	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.5	$3.6M	+2%	92k	38.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.4M	-4%	5.1k	669.28	View chart
Abbvie (ABBV)	0.3	$2.6M		11k	231.54	View chart
Apple (AAPL)	0.3	$2.3M	+13%	9.0k	254.64	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$1.6M	+5%	69k	23.47	View chart
Synchrony Financial (SYF)	0.2	$1.5M	+14%	22k	71.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M		2.9k	502.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.3M		2.0k	666.13	View chart
Incyte Corporation (INCY)	0.2	$1.2M		15k	84.81	View chart
Arch Cap Group Ord (ACGL)	0.2	$1.2M		13k	90.73	View chart
Madrigal Pharmaceuticals (MDGL)	0.1	$1.1M		2.5k	458.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.1M	-6%	58k	19.56	View chart
Blackrock (BLK)	0.1	$1.1M	NEW	939.00	1165.87	View chart
Comfort Systems USA (FIX)	0.1	$1.0M	-28%	1.3k	825.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$1.0M		49k	20.69	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$979k		2.5k	391.64	View chart
Walt Disney Company (DIS)	0.1	$948k		8.3k	114.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$911k		2.9k	315.43	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$904k		34k	26.79	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$900k	+161%	35k	25.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$869k		16k	53.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$782k		40k	19.71	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$755k	-28%	13k	59.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$741k		24k	31.42	View chart
NVIDIA Corporation (NVDA)	0.1	$700k	+19%	3.8k	186.58	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$650k	NEW	26k	25.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$649k		1.4k	479.61	View chart
Microsoft Corporation (MSFT)	0.1	$610k	+2%	1.2k	517.95	View chart
Marsh & McLennan Companies (MMC)	0.1	$579k		2.9k	201.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$489k		2.6k	186.49	View chart
Universal Display Corporation (OLED)	0.1	$453k		3.2k	143.63	View chart
Meta Platforms Cl A (META)	0.1	$415k		565.00	734.38	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$403k		2.5k	160.65	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$389k		4.7k	82.58	View chart
Amazon (AMZN)	0.0	$376k	NEW	1.7k	219.57	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.0	$369k		4.0k	92.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$313k	NEW	1.3k	243.55	View chart
Costco Wholesale Corporation (COST)	0.0	$305k		329.00	925.63	View chart
American Express Company (AXP)	0.0	$294k	NEW	884.00	332.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$287k		1.1k	256.45	View chart
WSFS Financial Corporation (WSFS)	0.0	$275k		5.1k	53.93	View chart
Deere & Company (DE)	0.0	$270k	NEW	590.00	457.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$232k		1.7k	137.83	View chart
Visa Com Cl A (V)	0.0	$229k		672.00	341.33	View chart
Peakstone Realty Trust Common Shares (PKST)	0.0	$229k		17k	13.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$227k	NEW	935.00	243.10	View chart
Mueller Industries (MLI)	0.0	$222k	NEW	2.2k	101.11	View chart
Kkr & Co (KKR)	0.0	$208k	NEW	1.6k	129.95	View chart
Exxon Mobil Corporation (XOM)	0.0	$208k	NEW	1.8k	112.75	View chart
Meridian Bank (MRBK)	0.0	$158k		10k	15.79	View chart
Grupo Televisa S A B Spon Adr Rep Ord (TV)	0.0	$27k	NEW	10k	2.69	View chart

Past Filings by Strid Group

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

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
Strid Group 2021 Q4 filed Jan. 14, 2022

View all past filings

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