Investor
Strid Group, LLC
CIK 0001625800 · filed 2026-01-26 · SEC filing
13F book
$803.4M
Positions
79
Largest name
28.5%
Schwab Strategic Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 8.72M | $228.6M | 28.5% | — | Held |
| Vanguard Intl Equity Index F | — | 1.67M | $122.9M | 15.3% | — | Held |
| First Tr Exchange Traded Fd | — | 3.57M | $102.7M | 12.8% | — | Held |
| Ea Series Trust | — | 1.54M | $75.3M | 9.4% | — | Held |
| Vanguard Intl Equity Index F | — | 1.08M | $58M | 7.2% | — | Held |
| Vanguard Tax-Managed Fds | — | 583.5K | $36.5M | 4.5% | — | Held |
| Ishares Tr | — | 589.5K | $14.3M | 1.8% | — | Held |
| First Tr Exchange Traded Fd | — | 224.6K | $14.1M | 1.8% | — | Held |
| Thornburg Etf Tr | — | 551.1K | $14.1M | 1.8% | — | Held |
| Nucor Corp | NUE | 84.8K | $13.8M | 1.7% | — | Held |
| Ishares Tr | — | 528K | $12.8M | 1.6% | — | Held |
| Invesco Exchange Traded Fd T | — | 108.9K | $12.7M | 1.6% | — | Held |
| Ab Active Etfs Inc | — | 335.6K | $8.46M | 1.1% | — | Held |
| InterDigital, Inc. | IDCC | 25.1K | $8M | 1.0% | — | Held |
| Ishares Tr | — | 297.8K | $7.58M | 0.9% | — | Held |
| Schwab Strategic Tr | — | 202K | $6.62M | 0.8% | — | Held |
| Ishares Tr | — | 8.25K | $5.65M | 0.7% | — | Held |
| Vanguard Index Fds | — | 16.2K | $5.45M | 0.7% | — | Held |
| Hartford Fds Exchange Traded | — | 153.2K | $5.23M | 0.7% | — | Held |
| Ishares Tr | — | 47.7K | $3.93M | 0.5% | — | Held |
| Hartford Fds Exchange Traded | — | 91.7K | $3.59M | 0.4% | — | Held |
| Ishares Tr | — | 142.6K | $3.34M | 0.4% | — | Held |
| AbbVie Inc. | ABBV | 11K | $2.52M | 0.3% | — | Held |
| Apple Inc. | AAPL | 9.14K | $2.49M | 0.3% | — | Held |
| Synchrony Financial | — | 21.8K | $1.82M | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 2.22K | $1.52M | 0.2% | — | Held |
| Incyte Corp | INCY | 14.9K | $1.47M | 0.2% | — | Held |
| Madrigal Pharmaceuticals, Inc. | MDGL | 2.5K | $1.46M | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 2.87K | $1.44M | 0.2% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 67.4K | $1.32M | 0.2% | — | Held |
| Arch Cap Group Ltd | — | 12K | $1.15M | 0.1% | — | Held |
| Vertex Pharmaceuticals Inc | — | 2.5K | $1.13M | 0.1% | — | Held |
| Philip Morris Intl Inc | — | 6.44K | $1.03M | 0.1% | — | Held |
| BlackRock, Inc. | BLK | 949 | $1.02M | 0.1% | — | Held |
| Nvidia Corp | NVDA | 5.38K | $1M | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 2.95K | $950.9K | 0.1% | — | Held |
| Disney Walt Co | — | 8.28K | $941.4K | 0.1% | — | Held |
| Comfort Sys Usa Inc | — | 1K | $933.3K | 0.1% | — | Held |
| Ishares Tr | — | 35.1K | $898.9K | 0.1% | — | Held |
| Ishares Tr | — | 16.4K | $898.7K | 0.1% | — | Held |
| Invesco Exch Trd Slf Idx Fd | — | 44.6K | $880.2K | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 1 | $754.8K | 0.1% | — | Held |
| Ishares Tr | — | 7.33K | $731.8K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 1.47K | $718.6K | 0.1% | — | Held |
| Comcast Corp New | — | 23.6K | $705.2K | 0.1% | — | Held |
| Costco Whsl Corp New | — | 777 | $670K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 11.1K | $663.5K | 0.1% | — | Held |
| Ishares Tr | — | 25.5K | $648.2K | 0.1% | — | Held |
| Microsoft Corp | MSFT | 1.21K | $584.3K | 0.1% | — | Held |
| Marsh & Mclennan Cos Inc | — | 2.87K | $533K | 0.1% | — | Held |
| Vanguard Index Fds | — | 799 | $501.2K | 0.1% | — | Held |
| Vanguard Index Fds | — | 2.62K | $500.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.48K | $429.5K | 0.1% | — | Held |
| Amazon Com Inc | AMZN | 1.79K | $412.2K | 0.1% | — | Held |
| First Tr Exchange-Traded Alp | — | 2.51K | $401.1K | 0.1% | — | Held |
| Ishares Tr | — | 4.72K | $399.2K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 595 | $392.8K | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.01K | $387.7K | 0.0% | — | Held |
| Alphabet Inc | — | 1.2K | $375.6K | 0.0% | — | Held |
| Universal Display Corp | — | 3.16K | $368.7K | 0.0% | — | Held |
| Eli Lilly & Co | LLY | 329 | $353.6K | 0.0% | — | Held |
| Exxon Mobil Corp | — | 2.91K | $350.6K | 0.0% | — | Held |
| Alphabet Inc | — | 1.09K | $340.2K | 0.0% | — | Held |
| American Express Co | AXP | 884 | $327.1K | 0.0% | — | Held |
| Altria Group, Inc. | MO | 5.26K | $303.2K | 0.0% | — | Held |
| Wsfs Finl Corp | — | 5.1K | $281.9K | 0.0% | — | Held |
| Ishares Tr | — | 1.12K | $280.1K | 0.0% | — | Held |
| Peakstone Realty Trust | — | 17.4K | $250K | 0.0% | — | Held |
| Deere & Co | DE | 530 | $246.8K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 1.7K | $239.5K | 0.0% | — | Held |
| Visa Inc. | V | 672 | $235.6K | 0.0% | — | Held |
| Marriott Intl Inc New | — | 758 | $235.2K | 0.0% | — | Held |
| Vanguard Index Fds | — | 840 | $216.7K | 0.0% | — | Held |
| Millicom Intl Cellular S A | — | 3.85K | $213.3K | 0.0% | — | Held |
| Mueller Inds Inc | — | 1.8K | $206.6K | 0.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 1K | $206.5K | 0.0% | — | Held |
| Kkr & Co Inc | — | 1.6K | $204K | 0.0% | — | Held |
| Meridian Corp | MRBK | 10K | $175.8K | 0.0% | — | Held |
| Grupo Televisa S A B | — | 10K | $29.1K | 0.0% | — | Held |
Positions as of Q4 2025. 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.