Strive Financial Group ,Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$188.6M
Q ending 2026-03-31
Prior quarter
$189.0M
Q ending 2025-12-31
Change
-0.3% QoQ
Positions
755
reported holdings

Largest positions

Top 100 of 755 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard S&P 500 EtfVOOShares$10.7M18K
Alphabet Inc Class GOOGShares$10.7M37K
Ishares Core Msci Eafe EtfIEFAShares$7.7M85K
Vanguard Mid-Cap Index Fund Etf SVOShares$7.4M26K
Nvidia CorpNVDAShares$5.9M34K
Apple IncAAPLShares$5.4M21K
Microsoft CorpMSFTShares$4.7M13K
Meta Platforms Inc Class METAShares$4.5M8K
Amazon.Com IncAMZNShares$4.4M21K
Alphabet Inc Class GOOGLShares$4.1M14K
Ishares Core U.S. Aggregate AGGShares$3.4M34K
Ishares Core S&P Small-Cap IJRShares$2.8M23K
Zacks Earnings ConsistentZECPShares$2.8M81K
Walmart IncWMTShares$2.6M21K
Caseys Gen Stores IncCASYShares$2.4M3K
Calamos Us Eq AutocallabCAIEShares$2.4M96K
Vanguard Value Index Fund Etf SVTVShares$2.4M12K
Monster Beverage Corp NeMNSTShares$2.4M33K
Amgen IncAMGNShares$2.3M6K
Cencora Inc Class CORShares$2.3M7K
Zacks Focus Growth EtfGROZShares$2.3M82K
Autozone IncAZOShares$2.2M664
Intercontinental ExchangICEShares$2.2M14K
Costco Whsl Corp NewCOSTShares$2.0M2K
Invesco S&P Smallcap 600Rev EtfRWJShares$1.9M38K
Pepsico IncPEPShares$1.9M12K
Rollins IncROLShares$1.9M35K
Oracle CorpORCLShares$1.9M13K
Ishares Core Msci Emerging MIEMGShares$1.8M26K
Adobe IncADBEShares$1.8M7K
Thermo Fisher ScientificTMOShares$1.7M4K
Procter & Gamble CoPGShares$1.7M12K
Globe Life IncGLShares$1.7M12K
Zacks Small/Mid Cap EtfSMIZShares$1.7M45K
Mettler-Toledo Intl IncMTDShares$1.7M1K
Msci IncMSCIShares$1.6M3K
Church & Dwight IncCHDShares$1.6M17K
Tractor Supply CoTSCOShares$1.6M36K
Ishares 0-3 Month Treasury BSGOVShares$1.6M16K
Eli Lilly And CoLLYShares$1.6M2K
Comcast Corp New Class CMCSAShares$1.5M53K
Henry Jack & Assoc IncJKHYShares$1.5M10K
Ishares Core S&P 500 EtfIVVShares$1.3M2K
IntuitINTUShares$1.3M3K
Check Point Software T FShares$1.3M9K
Automatic Data ProcessinADPShares$1.3M6K
Ishares 1-5 Year InvestmentIGSBShares$1.2M23K
Copart IncCPRTShares$1.2M37K
Mccormick & Co Inc Class MKCShares$1.2M24K
Global Pmts IncGPNShares$1.2M18K
Invesco Optimum Yield DiversifiePDBCShares$1.2M69K
Vanguard Short-Term Treasury IVGSHShares$1.1M19K
Ishares Mbs EtfMBBShares$1.1M12K
Vanguard Growth Index Fund Etf SVUGShares$1.1M2K
Novo-Nordisk A S Fsponsored NVOShares$1.0M28K
Boston Scientific CorpBSXShares$955K15K
Vanguard IntermediaVCITShares$953K12K
Ishares Russell 1000 Growth EtfIWFShares$924K2K
Abbott LabsABTShares$829K8K
Norfolk Southn CorpNSCShares$821K3K
State Street Spdr S&P 500 Etf TrSPYShares$793K1K
Advanced Micro DevicAMDShares$697K3K
Home Depot IncHDShares$674K2K
Nextera Energy IncNEEShares$658K7K
State Street Spdr Portfolio SPTMShares$614K8K
Hershey CoHSYShares$613K3K
Schwab U.S. Dividend Equity EtfSCHDShares$603K20K
Taiwan Semiconductor M Fsponsored TSMShares$584K2K
Vanguard Dividend AppreciatiVIGShares$531K2K
Disney Walt CoDISShares$507K5K
Schwab Emerging Markets Equity EtfSCHEShares$491K15K
Vanguard Small-Cap Growth IndVBKShares$445K1K
The Coca-Cola CoKOShares$442K6K
Donaldson IncDCIShares$441K5K
Tesla IncTSLAShares$438K1K
Ishares Russell Top 200 Growth EtfIWYShares$432K2K
Altria Group IncMOShares$416K6K
State Street Spdr Portfolio SPLBShares$403K18K
Cisco Sys IncCSCOShares$399K5K
State Street Utilities Select SecXLUShares$391K9K
Xtrackers Msci Eafe Hedged EquDBEFShares$383K8K
Vaneck Semiconductor EtfSMHShares$378K985
Broadcom IncAVGOShares$373K1K
Visa Inc Class VShares$369K1K
Verizon Communications IVZShares$369K7K
Simplify Managed Futuresstrategy ECTAShares$369K12K
Zoetis Inc Class ZTSShares$366K3K
Imgp Dbi Managed Futuresstrategy EDBMFShares$360K12K
Booz Allen Hamilton Hldgclass BAHShares$339K4K
Cme Group Inc Class CMEShares$337K1K
Invesco Qqq TrQQQShares$325K563
Lam Resh CorpLRCXShares$317K1K
State Street Energy Select SecXLEShares$313K5K
Oneok Inc NewOKEShares$302K3K
Jpmorgan Chase & CoJPMShares$298K1K
Palantir Technologies Inclass PLTRShares$291K2K
Robo Global Robotics AndautomationROBOShares$287K4K
Medtronic Plc FShares$285K3K
Vanguard Total Stock Market IndVTIShares$281K875
Berkley W R CorpWRBShares$276K4K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.