Investor
Strid Group, LLC
CIK 0001625800 · filed 2026-04-29 · SEC filing
13F book
$806.9M
Positions
85
11 new · 5 sold
Largest name
26.9%
Schwab Strategic Tr
Est. mark
−$5.95M
Price effect on 74 names still held. Flow $9.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 8.65M | $217.1M | 26.9% | −$9.77M | Cut−$11.6M |
| Vanguard Intl Equity Index F | — | 1.53M | $114.6M | 14.2% | $2.35M | Cut−$8.28M |
| First Tr Exchange Traded Fd | — | 3.28M | $91.2M | 11.3% | −$3.08M | Cut−$11.4M |
| Ea Series Trust | — | 1.7M | $88.8M | 11.0% | $5.17M | Added$13.4M |
| Vanguard Intl Equity Index F | — | 1.1M | $59.5M | 7.4% | $313K | Added$1.5M |
| Vanguard Tax-Managed Fds | — | 739K | $47.4M | 5.9% | $939.5K | Added$10.9M |
| Ishares Tr | — | 614.1K | $14.9M | 1.8% | −$21.1K | Added$2.07M |
| Thornburg Etf Tr | — | 582.8K | $14.9M | 1.8% | −$38.3K | Added$772.5K |
| Ishares Tr | — | 605.9K | $14.7M | 1.8% | $5.88K | Added$402.9K |
| Invesco Exchange Traded Fd T | — | 107.1K | $12.9M | 1.6% | $465K | Cut$254.9K |
| Nucor Corp | NUE | 76.5K | $12.9M | 1.6% | $458K | Cut−$898.8K |
| First Tr Exchange Traded Fd | — | 198.1K | $12M | 1.5% | −$491.7K | Cut−$2.16M |
| Ab Active Etfs Inc | — | 388.5K | $9.78M | 1.2% | −$10.1K | Added$1.32M |
| Ishares Tr | — | 385.1K | $9.75M | 1.2% | −$37.2K | Added$2.17M |
| InterDigital, Inc. | IDCC | 25.1K | $7.59M | 0.9% | −$411.4K | Held |
| Ishares Tr | — | 10.7K | $7.01M | 0.9% | −$262K | Added$1.36M |
| Schwab Strategic Tr | — | 198.6K | $6.54M | 0.8% | $39.7K | Cut−$74.5K |
| Hartford Fds Exchange Traded | — | 158.7K | $5.35M | 0.7% | −$62.8K | Added$121.5K |
| Ishares Tr | — | 222.1K | $5.17M | 0.6% | −$20.7K | Added$1.83M |
| Vanguard Index Fds | — | 16K | $5.12M | 0.6% | −$230.7K | Cut−$327.9K |
| Hartford Fds Exchange Traded | — | 105.2K | $4.08M | 0.5% | −$33.9K | Added$488.9K |
| Ishares Tr | — | 43.8K | $3.66M | 0.5% | $47.8K | Cut−$269.6K |
| AbbVie Inc. | ABBV | 11K | $2.4M | 0.3% | −$121.2K | Cut−$125.8K |
| Apple Inc. | AAPL | 7.91K | $2.01M | 0.2% | −$142.9K | Cut−$478.4K |
| Ishares Tr | — | 91.7K | $2.01M | 0.2% | — | New |
| Arch Cap Group Ltd | — | 15.6K | $1.5M | 0.2% | $841 | Added$345.4K |
| Incyte Corp | INCY | 14.7K | $1.38M | 0.2% | −$68.2K | Cut−$94.5K |
| Berkshire Hathaway Inc Del | — | 2.84K | $1.36M | 0.2% | −$66.7K | Cut−$79.8K |
| Invesco Exch Trd Slf Idx Fd | — | 68.1K | $1.33M | 0.2% | −$3.04K | Added$10.5K |
| Madrigal Pharmaceuticals, Inc. | MDGL | 2.5K | $1.31M | 0.2% | −$147.2K | Held |
| Spdr S&P 500 Etf Tr | — | 1.98K | $1.28M | 0.2% | −$62.3K | Cut−$231.4K |
| Synchrony Financial | — | 18.8K | $1.28M | 0.2% | −$290K | Cut−$535.5K |
| BlackRock, Inc. | BLK | 1.27K | $1.22M | 0.2% | −$103.1K | Added$202.7K |
| Vertex Pharmaceuticals Inc | — | 2.5K | $1.12M | 0.1% | −$17K | Held |
| Philip Morris Intl Inc | — | 6.44K | $1.07M | 0.1% | $31.8K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 52.7K | $1.03M | 0.1% | −$5.12K | Added$154.7K |
| Ishares Tr | — | 48.4K | $1.01M | 0.1% | — | New |
| Comcast Corp New | — | 34.8K | $998.2K | 0.1% | −$27.8K | Added$293.1K |
| Ishares Tr | — | 35.1K | $898.7K | 0.1% | −$246 | Held |
| Nvidia Corp | NVDA | 5.13K | $893.8K | 0.1% | −$62K | Cut−$109.2K |
| Jpmorgan Chase & Co. | — | 2.89K | $850K | 0.1% | −$81K | Cut−$101K |
| Disney Walt Co | — | 8.28K | $797.5K | 0.1% | −$143.9K | Held |
| Vanguard Index Fds | — | 2.7K | $775.8K | 0.1% | −$4.57K | Added$346.3K |
| Ishares Tr | — | 13.4K | $760.6K | 0.1% | $27.9K | Cut−$138.1K |
| Costco Whsl Corp New | — | 762 | $759.3K | 0.1% | $102.2K | Cut$89.2K |
| Comfort Sys Usa Inc | — | 543 | $748.8K | 0.1% | $242K | Cut−$184.5K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.1% | −$36.7K | Held |
| Ishares Tr | — | 25.5K | $649.5K | 0.1% | $1.28K | Held |
| Vanguard Growth Etf | — | 1.35K | $591K | 0.1% | −$69.1K | Cut−$127.6K |
| Ishares Tr | — | 21.5K | $548.9K | 0.1% | — | New |
| Ishares Tr | — | 21.5K | $545K | 0.1% | — | New |
| Exxon Mobil Corp | — | 3.09K | $523.7K | 0.1% | $143.7K | Added$173.2K |
| Vanguard Index Fds | — | 2.62K | $514.2K | 0.1% | $13.7K | Held |
| Marsh & Mclennan Cos Inc | — | 2.87K | $498.4K | 0.1% | −$34.7K | Held |
| First Tr Exchange-Traded Fd | — | 7.14K | $426.9K | 0.1% | −$1.1K | Cut−$236.6K |
| Ishares Tr | — | 4.72K | $408.6K | 0.1% | $9.43K | Held |
| Vanguard Index Fds | — | 1.51K | $395.1K | 0.0% | $3.4K | Added$178.4K |
| Invesco Exch Traded Fd Tr Ii | — | 4.01K | $394.6K | 0.0% | $6.84K | Held |
| Microsoft Corp | MSFT | 1.06K | $392.8K | 0.0% | −$120.4K | Cut−$191.5K |
| Amazon Com Inc | AMZN | 1.71K | $356.4K | 0.0% | −$38.6K | Cut−$55.9K |
| Alphabet Inc | — | 1.2K | $343.4K | 0.0% | −$32.2K | Held |
| Wsfs Finl Corp | — | 5.1K | $334K | 0.0% | $52.2K | Held |
| Eli Lilly & Co | LLY | 353 | $324.7K | 0.0% | −$51K | Added−$28.9K |
| Meta Platforms, Inc. | META | 565 | $323.3K | 0.0% | −$49.7K | Cut−$69.5K |
| Vanguard Index Fds | — | 529 | $316.2K | 0.0% | −$15.6K | Cut−$185K |
| Deere & Co | DE | 530 | $298.5K | 0.0% | $51.8K | Held |
| Alphabet Inc | — | 1.03K | $295.3K | 0.0% | −$26.1K | Cut−$44.9K |
| Universal Display Corp | — | 3.16K | $289.4K | 0.0% | −$79.3K | Held |
| Ishares Tr | — | 1.18K | $283K | 0.0% | −$11.5K | Added$2.86K |
| Ishares Tr | — | 2.85K | $282.8K | 0.0% | −$1.78K | Cut−$449.1K |
| Vanguard Scottsdale Fds | — | 3.45K | $273.6K | 0.0% | — | New |
| American Express Co | AXP | 884 | $267.5K | 0.0% | −$59.6K | Held |
| Millicom Intl Cellular S A | — | 3.3K | $247.3K | 0.0% | $64.4K | Cut$34K |
| Caterpillar Inc | CAT | 335 | $237.3K | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 1.7K | $235.1K | 0.0% | −$4.65K | Added−$4.37K |
| Invesco Exch Trd Slf Idx Fd | — | 11.2K | $229K | 0.0% | — | New |
| First Tr Exchange-Traded Alp | — | 1.45K | $223.7K | 0.0% | −$8.3K | Cut−$177.4K |
| Invesco Exch Trd Slf Idx Fd | — | 11.7K | $218.2K | 0.0% | — | New |
| Modine Mfg Co | — | 1K | $216.7K | 0.0% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 12.9K | $215K | 0.0% | — | New |
| Visa Inc. | V | 672 | $203.1K | 0.0% | −$32.6K | Held |
| First Tr Exchange-Traded Fd | — | 1K | $200.8K | 0.0% | −$5.7K | Held |
| Meridian Corp | MRBK | 10K | $189.6K | 0.0% | $13.8K | Held |
| Fmc Corp | FMC | 10K | $172.2K | 0.0% | — | New |
| Grupo Televisa S A B | — | 10K | $29.1K | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.