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Strid Group, LLC

SEC CIK
0001625800
Latest filing
Jul 23, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
79
+7 vs. Q3 2025
Portfolio value
$803.4M
+$16.5M (+2.1%) vs. Q3 2025
Filed
Jan 26, 2026
SEC
Holdings of Strid Group, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF8,716,818$228.6M28.5%+6170.0%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,670,250$122.9M15.3%+12,590+0.8%Added–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF3,569,746$102.7M12.8%−77,382−2.1%Reduced–
Alpha Architect ETF Tr02072L102US QUAN VALUE1,544,193$75.3M9.4%+24,428+1.6%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,079,255$58.0M7.2%+24,043+2.3%Added–
Vanguard Ftse Developed Markets ETF921943858ETF583,541$36.5M4.5%+26,859+4.8%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF589,521$14.3M1.8%+15,035+2.6%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF224,634$14.1M1.8%−4,059−1.8%Reduced–
Thornburg ETF Tr88521L207MULTI SECTOR BD551,056$14.1M1.8%−21,668−3.8%Reduced–
NUENucor CorpCOM84,777$13.8M1.7%−10,432−11.0%ReducedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF528,023$12.8M1.6%+92,538+21.2%Added–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF108,936$12.7M1.6%−549−0.5%Reduced–
AB Active ETFs Inc00039J202TAX AWARE SHRT335,595$8.46M1.1%−9,475−2.7%Reduced–
IDCCInterDigital, Inc.COM25,118$8.00M1.0%00.0%UnchangedHistory
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF297,754$7.58M0.9%+95,554+47.3%Added–
Schwab Emerging Markets Equity ETF808524706ETF202,049$6.62M0.8%+5,416+2.8%Added–
iShares Core S&P 500 ETF464287200ETF8,253$5.65M0.7%+3,119+60.8%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF16,244$5.45M0.7%+34+0.2%Added–
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF153,245$5.23M0.7%−9,172−5.6%Reduced–
iShares Tr46435G326CORE MSCI INTL47,660$3.93M0.5%+841+1.8%Added–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE91,749$3.59M0.4%+224+0.2%Added–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF142,635$3.34M0.4%+73,591+106.6%Added–
ABBVAbbVie Inc.Stock11,042$2.52M0.3%+20+0.2%AddedHistory
AAPLApple Inc.Stock9,144$2.49M0.3%+147+1.6%AddedHistory
SYFSynchrony FinancialCOM21,762$1.82M0.2%+90+0.4%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,223$1.52M0.2%+201+9.9%AddedHistory
INCYIncyte CorpCOM14,931$1.47M0.2%+266+1.8%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM2,500$1.46M0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock2,870$1.44M0.2%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB67,391$1.32M0.2%+9,411+16.2%Added–
ACGLArch Capital Group Ltd.Stock12,016$1.15M0.1%−1,089−8.3%ReducedHistory
VRTXVertex Pharmaceuticals IncStock2,500$1.13M0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock6,444$1.03M0.1%+6,444NewHistory
BLKBlackRock, Inc.Stock949$1.02M0.1%+10+1.1%AddedHistory
NVDANVIDIA CorpStock5,378$1.00M0.1%+1,626+43.3%AddedHistory
JPMJPMorgan Chase & CoStock2,951$950.9K0.1%+62+2.1%AddedHistory
DISWalt Disney CoStock8,275$941.4K0.1%00.0%UnchangedHistory
FIXComfort Systems USA IncCOM1,000$933.3K0.1%−271−21.3%ReducedHistory
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF35,064$898.9K0.1%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF16,427$898.7K0.1%+154+0.9%Added–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB44,592$880.2K0.1%+4,896+12.3%Added–
BRK.ABerkshire Hathaway IncCL A1$754.8K0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF7,327$731.8K0.1%+7,327New–
Vanguard Morningstar Growth ETF922908736ETF1,473$718.6K0.1%+120+8.9%Added–
CMCSAComcast CorpStock23,593$705.2K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock777$670.0K0.1%+448+136.2%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW11,071$663.5K0.1%−1,537−12.2%Reduced–
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF25,530$648.2K0.1%00.0%Unchanged–
MSFTMicrosoft CorpStock1,208$584.3K0.1%+31+2.6%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,873$533.0K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF799$501.2K0.1%+799New–
Vanguard Morningstar Value ETF922908744ETF2,621$500.6K0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,480$429.5K0.1%+1,480New–
AMZNAmazon Com IncStock1,786$412.2K0.1%+75+4.4%AddedHistory
First Tr Exchange-Traded Alp33735K108COM SHS2,509$401.1K<0.1%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF4,716$399.2K<0.1%00.0%Unchanged–
METAMeta Platforms, Inc.Stock595$392.8K<0.1%+30+5.3%AddedHistory
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC4,007$387.7K<0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock1,197$375.6K<0.1%−90−7.0%ReducedHistory
OLEDUniversal Display CorpCOM3,157$368.7K<0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock329$353.6K<0.1%+329NewHistory
XOMExxonMobil Holdings CorpCOM2,913$350.6K<0.1%+1,070+58.1%AddedHistory
GOOGLAlphabet Inc.Stock1,087$340.2K<0.1%+152+16.3%AddedHistory
AXPAmerican Express CoStock884$327.1K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock5,258$303.2K<0.1%+5,258NewHistory
WSFSWSFS Financial CorpCOM5,103$281.9K<0.1%00.0%UnchangedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,119$280.1K<0.1%00.0%Unchanged–
PKSTPeakstone Realty TrustCommon Stock17,424$250.0K<0.1%00.0%UnchangedHistory
DEDeere & CoStock530$246.8K<0.1%−60−10.2%ReducedHistory
Vanguard Total World Stock ETF922042742ETF1,698$239.5K<0.1%+15+0.9%Added–
VVisa Inc.Stock672$235.6K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock758$235.2K<0.1%+758NewHistory
Vanguard Morningstar Small-Cap ETF922908751ETF840$216.7K<0.1%+840New–
TIGOMillicom International Cellular SACOM STK3,848$213.3K<0.1%+3,848NewHistory
MLIMueller Industries IncCOM1,800$206.6K<0.1%−400−18.2%ReducedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH1,000$206.5K<0.1%+1,000New–
KKRKKR & Co. Inc.COM1,600$204.0K<0.1%00.0%UnchangedHistory
MRBKMeridian CorpCOM10,000$175.8K<0.1%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD10,000$29.1K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Strid Group, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF540,118$13.6M1.7%–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB49,057$1.01M0.1%–
iShares Tr46435U432IBONDS DEC 2533,753$904.2K0.1%–