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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 70.79% of Strid Group's stock portfolio.
Added to shares of these 10 stocks: VEA (+$10M), QVAL (+$8.2M), IBDT, IBDS, IBDV, IBDU, IVV, TAFI, VWO, IBDW.
Started 11 new stock positions in FMC, IBMR, VCSH, BSCS, BSCU, BSCT, IBDW, CAT, MOD, IBDV. IBMQ.
Reduced shares in these 10 stocks: VEU (-$11M), DALI (-$8.1M), SCHB, FV, NUE, FIX, AGG, IDEV, AAPL, .
Sold out of its positions in MO, PKST, KKR, MAR, MLI.
Strid Group was a net buyer of stock by $9.4M.
Strid Group has $807M in assets under management (AUM), dropping by 0.43%.
Central Index Key (CIK): 0001625800

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Portfolio Holdings for Strid Group

Strid Group holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	26.9	$217M		8.6M	25.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	14.2	$115M	-8%	1.5M	75.10	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	11.3	$91M	-8%	3.3M	27.82	View chart
Ea Series Trust Us Quan Value (QVAL)	11.0	$89M	+10%	1.7M	52.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.4	$60M	+2%	1.1M	54.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.9	$47M	+26%	739k	64.08	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.8	$15M	+16%	614k	24.24	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.8	$15M	+5%	583k	25.51	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.8	$15M	+2%	606k	24.24	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	1.6	$13M		107k	120.74	View chart
Nucor Corporation (NUE)	1.6	$13M	-9%	77k	169.10	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	1.5	$12M	-11%	198k	60.44	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	1.2	$9.8M	+15%	389k	25.18	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.2	$9.8M	+29%	385k	25.33	View chart
InterDigital (IDCC)	0.9	$7.6M		25k	302.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$7.0M	+30%	11k	653.19	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$6.5M		199k	32.95	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.7	$5.4M	+3%	159k	33.74	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.6	$5.2M	+55%	222k	23.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.1M		16k	320.80	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.5	$4.1M	+14%	105k	38.74	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$3.7M	-8%	44k	83.57	View chart
Abbvie (ABBV)	0.3	$2.4M		11k	217.49	View chart
Apple (AAPL)	0.2	$2.0M	-13%	7.9k	253.80	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$2.0M	NEW	92k	21.89	View chart
Arch Cap Group Ord (ACGL)	0.2	$1.5M	+29%	16k	95.99	View chart
Incyte Corporation (INCY)	0.2	$1.4M		15k	94.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M		2.8k	479.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.3M		68k	19.53	View chart
Madrigal Pharmaceuticals (MDGL)	0.2	$1.3M		2.5k	523.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.3M	-11%	2.0k	650.29	View chart
Synchrony Financial (SYF)	0.2	$1.3M	-13%	19k	68.02	View chart
Blackrock (BLK)	0.2	$1.2M	+33%	1.3k	961.71	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.1M		2.5k	446.54	View chart
Philip Morris International (PM)	0.1	$1.1M		6.4k	165.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.0M	+18%	53k	19.63	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$1.0M	NEW	48k	20.93	View chart
Comcast Corp Cl A (CMCSA)	0.1	$998k	+47%	35k	28.71	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$899k		35k	25.63	View chart
NVIDIA Corporation (NVDA)	0.1	$894k	-4%	5.1k	174.40	View chart
JPMorgan Chase & Co. (JPM)	0.1	$850k	-2%	2.9k	294.21	View chart
Walt Disney Company (DIS)	0.1	$798k		8.3k	96.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$776k	+82%	2.7k	287.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$761k	-18%	13k	56.79	View chart
Costco Wholesale Corporation (COST)	0.1	$759k		762.00	996.43	View chart
Comfort Systems USA (FIX)	0.1	$749k	-45%	543.00	1378.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$650k		26k	25.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$591k	-8%	1.4k	436.79	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$549k	NEW	22k	25.53	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$545k	NEW	22k	25.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$524k	+5%	3.1k	169.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$514k		2.6k	196.20	View chart
Marsh & McLennan Companies (MRSH)	0.1	$498k		2.9k	173.47	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$427k	-35%	7.1k	59.78	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$409k		4.7k	86.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$395k	+79%	1.5k	262.00	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.0	$395k		4.0k	98.47	View chart
Microsoft Corporation (MSFT)	0.0	$393k	-12%	1.1k	370.21	View chart
Amazon (AMZN)	0.0	$356k	-4%	1.7k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$343k		1.2k	286.89	View chart
WSFS Financial Corporation (WSFS)	0.0	$334k		5.1k	65.46	View chart
Eli Lilly & Co. (LLY)	0.0	$325k	+7%	353.00	919.77	View chart
Meta Platforms Cl A (META)	0.0	$323k	-5%	565.00	572.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$316k	-33%	529.00	597.69	View chart
Deere & Company (DE)	0.0	$299k		530.00	563.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$295k	-5%	1.0k	287.56	View chart
Universal Display Corporation (OLED)	0.0	$289k		3.2k	91.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$283k	+5%	1.2k	240.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$283k	-61%	2.8k	99.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$274k	NEW	3.5k	79.26	View chart
American Express Company (AXP)	0.0	$268k		884.00	302.61	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.0	$247k	-14%	3.3k	74.94	View chart
Caterpillar (CAT)	0.0	$237k	NEW	335.00	708.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$235k		1.7k	138.32	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$229k	NEW	11k	20.42	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.0	$224k	-42%	1.5k	154.15	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$218k	NEW	12k	18.66	View chart
Modine Manufacturing (MOD)	0.0	$217k	NEW	1.0k	216.71	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$215k	NEW	13k	16.72	View chart
Visa Com Cl A (V)	0.0	$203k		672.00	302.20	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$201k		1.0k	200.82	View chart
Meridian Bank (MRBK)	0.0	$190k		10k	18.96	View chart
Fmc Corp Com New (FMC)	0.0	$172k	NEW	10k	17.22	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 2026 Q1 filed April 29, 2026
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

View all past filings

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