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Strid Group, LLC

SEC CIK
0001625800
Latest filing
Jul 23, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 23, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
93
+8 vs. Q1 2026
Portfolio value
$900.7M
+$93.9M (+11.6%) vs. Q1 2026
Filed
Jul 23, 2026
SEC
Holdings of Strid Group, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF8,576,683$248.4M27.6%−72,263−0.8%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,335,201$111.8M12.4%−190,561−12.5%Reduced–
Alpha Architect ETF Tr02072L102US QUAN VALUE1,821,009$101.0M11.2%+118,737+7.0%Added–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF2,984,981$88.8M9.9%−294,595−9.0%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF969,998$69.1M7.7%+230,949+31.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,137,468$67.9M7.5%+36,215+3.3%Added–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF105,857$16.1M1.8%−1,274−1.2%Reduced–
Thornburg ETF Tr88521L207MULTI SECTOR BD600,927$15.2M1.7%+18,089+3.1%Added–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF610,929$14.8M1.6%−3,221−0.5%Reduced–
NUENucor CorpCOM65,359$14.6M1.6%−11,100−14.5%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF187,639$14.2M1.6%−10,460−5.3%Reduced–
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF533,967$13.5M1.5%+148,904+38.7%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF538,854$13.1M1.4%−67,047−11.1%Reduced–
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF443,780$10.3M1.1%+221,672+99.8%Added–
AB Active ETFs Inc00039J202TAX AWARE SHRT390,620$9.85M1.1%+2,163+0.6%Added–
IDCCInterDigital, Inc.COM25,759$7.29M0.8%+641+2.6%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF195,919$7.10M0.8%−2,642−1.3%Reduced–
iShares Core S&P 500 ETF464287200ETF8,589$6.43M0.7%−2,140−19.9%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF16,362$6.05M0.7%+408+2.6%Added–
iShares Ibonds Dec 2030 Term Corporate ETF46436E726ETF256,065$5.58M0.6%+164,373+179.3%Added–
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF163,558$5.52M0.6%+4,850+3.1%Added–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE106,597$4.17M0.5%+1,352+1.3%Added–
iShares Tr46435G326CORE MSCI INTL44,094$3.92M0.4%+282+0.6%Added–
ABBVAbbVie Inc.Stock11,022$2.77M0.3%00.0%UnchangedHistory
AAPLApple Inc.Stock7,982$2.31M0.3%+72+0.9%AddedHistory
INCYIncyte CorpCOM14,665$1.66M0.2%00.0%UnchangedHistory
ACGLArch Capital Group Ltd.Stock15,606$1.51M0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,986$1.48M0.2%+11+0.6%AddedHistory
iShares Ibonds Dec 2031 Term Corporate ETF46436E486ETF69,836$1.46M0.2%+21,442+44.3%Added–
BRK.BBerkshire Hathaway IncStock2,906$1.45M0.2%+62+2.2%AddedHistory
SYFSynchrony FinancialCOM18,866$1.45M0.2%+47+0.2%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM2,500$1.34M0.1%00.0%UnchangedHistory
FIXComfort Systems USA IncCOM646$1.28M0.1%+103+19.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock2,500$1.24M0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF14,926$1.20M0.1%+4,118+38.1%AddedConverted for a 4-for-1 split–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB60,258$1.18M0.1%−7,824−11.5%Reduced–
PMPhilip Morris International Inc.Stock6,444$1.17M0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock1,097$1.05M0.1%−170−13.4%ReducedHistory
NVDANVIDIA CorpStock5,235$1.05M0.1%+110+2.1%AddedHistory
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB53,157$1.04M0.1%+422+0.8%Added–
JPMJPMorgan Chase & CoStock2,890$945.9K0.1%+10.0%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF13,430$918.8K0.1%+37+0.3%Added–
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF35,064$899.0K0.1%00.0%Unchanged–
CMCSAComcast CorpStock34,002$834.6K0.1%−768−2.2%ReducedHistory
DISWalt Disney CoStock8,275$796.5K0.1%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A1$748.9K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock762$712.8K0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF8,118$699.3K0.1%00.0%UnchangedConverted for a 6-for-1 split–
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF25,530$649.0K0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF2,053$622.2K0.1%+545+36.1%Added–
Vanguard Morningstar Value ETF922908744ETF2,667$581.2K0.1%+46+1.8%Added–
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF21,500$550.0K0.1%00.0%Unchanged–
iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163ETF21,500$545.9K0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC4,007$510.1K0.1%00.0%Unchanged–
MRSHMarsh & McLennan Companies, Inc.Stock2,873$478.9K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock1,307$462.0K0.1%+110+9.2%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF4,716$450.1K<0.1%00.0%Unchanged–
AMZNAmazon Com IncStock1,811$431.6K<0.1%+100+5.8%AddedHistory
XOMExxonMobil Holdings CorpCOM3,087$422.1K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW6,966$416.1K<0.1%−175−2.5%Reduced–
LLYEli Lilly & CoStock337$404.3K<0.1%−16−4.5%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,152$395.0K<0.1%−27−2.3%Reduced–
WSFSWSFS Financial CorpCOM5,103$391.6K<0.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,036$386.6K<0.1%−25−2.4%ReducedHistory
CATCaterpillar IncStock335$356.7K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock987$352.7K<0.1%−40−3.9%ReducedHistory
DEDeere & CoStock530$336.2K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock565$318.3K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock885$299.2K<0.1%+1+0.1%AddedHistory
Vanguard S&P 500 ETF922908363ETF421$289.2K<0.1%−108−20.4%Reduced–
Invesco QQQ Trust Series I46090E103ETF388$285.7K<0.1%+388New–
VVisa Inc.Stock800$274.5K<0.1%+128+19.0%AddedHistory
OLEDUniversal Display CorpCOM3,157$273.4K<0.1%00.0%UnchangedHistory
Vanguard Total World Stock ETF922042742ETF1,703$267.3K<0.1%+3+0.2%Added–
MODModine Manufacturing CoCOM1,000$267.0K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735K108COM SHS1,340$259.7K<0.1%−111−7.6%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,261$257.8K<0.1%−191−5.5%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF3,018$250.0K<0.1%+3,018New–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH1,000$247.9K<0.1%00.0%Unchanged–
GLWCorning IncCOM939$240.0K<0.1%+939NewHistory
OKTAOkta, Inc.CL A1,733$236.5K<0.1%+1,733NewHistory
MSMorgan StanleyStock1,118$233.8K<0.1%+1,118NewHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2811,335$230.8K<0.1%+124+1.1%Added–
TIGOMillicom International Cellular SACOM STK2,500$226.9K<0.1%−800−24.2%ReducedHistory
MARMarriott International IncStock607$224.9K<0.1%+607NewHistory
CRCrane CoCOMMON STOCK1,000$223.1K<0.1%+1,000NewHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF2,536$222.9K<0.1%+2,536New–
STTState Street CorpCOM1,300$220.5K<0.1%+1,300NewHistory
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 202911,829$219.7K<0.1%+134+1.1%Added–
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP13,006$216.5K<0.1%+149+1.2%Added–
MRBKMeridian CorpCOM10,000$200.3K<0.1%00.0%UnchangedHistory
FMCFMC CorpCOM NEW10,000$115.0K<0.1%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD25,000$67.8K<0.1%+15,000+150.0%AddedHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Strid Group, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Core U.S. Aggregate Bond ETF464287226ETF2,849$282.8K<0.1%–