Stratos Wealth Partners, LTD.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Stratos Wealth Partners, LTD. reported 1,577 stock positions worth $8.8 billion. Its top holding was Apple (AAPL) at 3.4% of the portfolio, followed by Nvidia (NVDA, 2.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 2.7%). Compared with Q3 2025, it opened 121 new positions, sold out of 83, added to 784 and reduced 614. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale Vanguard Extended Market ETF (VXF, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- BEACHWOOD, OH
- CIK
- 0001612865
- Portfolio Value
- $8.8B (Q4 2025)
- SEC Filing
- 0001612865-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 1,577 stocks · $8.8B
| AAPL Apple Inc. | 3.42% | 1,103,868 | $300.1M | Add +0.8% |
| NVDA Nvidia Corp. | 2.90% | 1,365,283 | $254.6M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.72% | 350,712 | $239.2M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 2.67% | 342,723 | $234.7M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 2.66% | 372,650 | $233.7M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.06% | 374,629 | $181.2M | Add +1.8% |
| AMZN Amazon.com Inc. | 1.64% | 624,110 | $144.1M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.62% | 231,510 | $142.2M | Add +2.7% |
| BND Vanguard Total Bond Market | 1.32% | 1,566,678 | $116.0M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 1.17% | 329,150 | $103.0M | Add +3.2% |
| IEMG iShares Core MSCI Emerging | 1.15% | 1,501,986 | $101.0M | Add +31.4% |
| IDEV iShares Core MSCI Dev MKTS | 1.15% | 1,220,417 | $100.7M | Reduce -0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.14% | 1,249,128 | $100.2M | Add +28.1% |
| VYM Vanguard High DVD Yield ETF | 1.04% | 639,184 | $91.7M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 236,329 | $79.2M | Reduce -2.9% |
| AVGO Broadcom Inc. | 0.90% | 228,844 | $79.2M | Add +3.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.89% | 949,168 | $78.3M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.88% | 116,773 | $77.1M | Add +5.4% |
| VXF Vanguard Extended Market ETF | 0.87% | 367,584 | $76.9M | Reduce -21.5% |
| JPM JPMorgan Chase & Co. | 0.86% | 235,593 | $75.9M | Add +8.8% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 1,068,771 | $70.5M | Reduce -4.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.78% | 1,127,752 | $68.6M | Add +11.3% |
| RECS Columbia Resear Enh Cor ETF | 0.76% | 1,632,519 | $66.7M | Add +5.4% |
| RSP Invesco S&P 500 Equal Weight | 0.76% | 346,769 | $66.4M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.71% | 198,322 | $62.2M | Reduce -6.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.61% | 1,211,625 | $53.8M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 439,416 | $52.8M | Reduce -3.0% |
| TSLA Tesla Inc. | 0.59% | 115,234 | $51.8M | Add +21.1% |
| IVW iShares S&P 500 Growth ETF | 0.58% | 413,008 | $50.9M | Add +2.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.55% | 641,159 | $48.1M | Add +3.1% |
| COST Costco Wholesale Corp. | 0.54% | 55,526 | $47.9M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 0.52% | 324,300 | $45.7M | Add +9.9% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.50% | 1,040,303 | $44.2M | Add +2.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.50% | 172,865 | $43.7M | Add +7.2% |
| JGRO JPMorgan Active Growth ETF | 0.49% | 467,447 | $43.4M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 81,295 | $40.9M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.46% | 176,006 | $40.2M | Reduce -1.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.45% | 371,105 | $39.6M | Reduce -11.5% |
| RDVY First Trust Rising Dividend | 0.43% | 539,821 | $37.5M | Add +5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 204,271 | $36.3M | Reduce -4.5% |
| HD Home Depot Inc. | 0.41% | 105,473 | $36.3M | Reduce -4.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.40% | 669,043 | $35.3M | Add +23.8% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.38% | 514,305 | $33.7M | New |
| XOM Exxon Mobil Corp. | 0.38% | 276,032 | $33.2M | Add +1.0% |
| DLN Wisdomtree US Largecap Divid | 0.37% | 367,569 | $32.4M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 360,462 | $32.2M | Reduce -3.9% |
| IVE iShares S&P 500 Value ETF | 0.37% | 151,922 | $32.2M | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.37% | 462,983 | $32.1M | Reduce -1.6% |
| PWZ Invesco California Amt-Free | 0.36% | 1,317,528 | $31.8M | Add +1.1% |
| HWM Howmet Aerospace Inc. | 0.36% | 153,814 | $31.5M | Reduce -0.1% |
| IAU iShares Gold Trust | 0.35% | 381,987 | $31.0M | Reduce -4.5% |
| IWM iShares Russell 2000 ETF | 0.35% | 124,426 | $30.6M | Add +15.6% |
| MCD McDonald's Corp. | 0.34% | 98,782 | $30.2M | Reduce -3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 60,886 | $29.7M | Add +6.0% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 149,224 | $29.6M | Reduce -12.8% |
| IYW iShares Ustechnology ETF | 0.34% | 147,418 | $29.4M | Reduce -15.2% |
| LLY Eli Lilly & Co. | 0.33% | 27,044 | $29.1M | Reduce -16.3% |
| APH Amphenol Corp. Class A | 0.33% | 214,896 | $29.0M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 152,005 | $29.0M | Add +6.5% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 1,043,579 | $28.6M | Add +2.7% |
| XLK SS Technology Select Sector | 0.32% | 195,803 | $28.2M | Reduce -11.8% |
| GLD SPDR Gold Shares | 0.32% | 70,745 | $28.0M | Add +6.6% |
| MUB iShares National Muni Bond E | 0.32% | 259,988 | $27.8M | Add +13.6% |
| VXUS Vanguard Total Intl Stock | 0.31% | 366,572 | $27.7M | Reduce -2.5% |
| JQUA JPMorgan US Quality Factor | 0.31% | 430,511 | $27.2M | Reduce -12.2% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 120,020 | $26.4M | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.29% | 34,055 | $25.7M | Reduce -0.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.29% | 431,108 | $25.6M | Reduce -14.2% |
| JNJ Johnson & Johnson | 0.29% | 123,240 | $25.5M | Reduce -1.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 482,248 | $24.4M | Reduce -7.9% |
| JPEF JPMorgan Equity Focus ETF | 0.27% | 319,251 | $23.8M | Add +2.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.27% | 199,635 | $23.8M | Add +20.9% |
| WMT Walmart Inc. | 0.27% | 212,144 | $23.6M | Add +1.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.26% | 1,017,505 | $22.9M | Add +0.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 241,476 | $22.7M | Add +2.3% |
| PAVE Global X US Infrastructure | 0.26% | 473,975 | $22.7M | Reduce -12.8% |
| PH Parker Hannifin Corp. | 0.25% | 24,970 | $21.9M | Add +3.5% |
| IBTI iShares Ibonds Dec 2028 Term | 0.25% | 976,973 | $21.9M | Add +1.5% |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 219,897 | $21.2M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.24% | 147,271 | $21.1M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.24% | 196,716 | $20.7M | Add +3.3% |
| QCOM Qualcomm Inc. | 0.23% | 120,367 | $20.6M | Reduce -4.0% |
| ORCL Oracle Corp. | 0.23% | 104,525 | $20.4M | Reduce -7.7% |
| CLS Celestica Inc. | 0.23% | 68,539 | $20.3M | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 352,016 | $20.0M | Add +6.0% |
| AGG iShares Core U.S. Aggregate | 0.23% | 198,581 | $19.8M | Add +5.7% |
| PFF iShares Preferred & Income S | 0.23% | 639,734 | $19.8M | Add +11.3% |
| V Visa Inc. Class A | 0.22% | 55,915 | $19.6M | Reduce -4.4% |
| JPST JPMorgan Ultra-Short Income | 0.22% | 386,935 | $19.6M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 310,376 | $19.4M | Reduce -4.3% |
| LRCX Lam Research Corp. | 0.22% | 112,515 | $19.3M | Add +0.9% |
| APP AppLovin Corp. Class A | 0.22% | 28,104 | $18.9M | Add +1.0% |
| VHT Vanguard Health Care ETF | 0.21% | 65,639 | $18.9M | Reduce -7.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 63,328 | $18.8M | Add +0.8% |
| ACN Accenture PLC Class A | 0.20% | 66,958 | $18.0M | Reduce -4.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.20% | 520,042 | $17.8M | Add +3.4% |
| BOND PIMCO Active Bond Exchange-T | 0.20% | 191,060 | $17.8M | Add +9.5% |
| IWY iShares Russell Top 200 Grow | 0.20% | 62,861 | $17.4M | Add +33.0% |
| UCON First Trust Smith Unconstrai | 0.20% | 688,132 | $17.3M | Add +1439.0% |
| GLDM SPDR Gold Minishares Trust | 0.20% | 202,090 | $17.3M | Reduce -0.9% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $58.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 1,039,454 | $25.2M | Add +13.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 563,512 | $13.7M | Add +728.8% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 9,011 | $10.9M | Add +4.1% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 5,995 | $7.5M | Add +4.1% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 6,125 | $423K | No change |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 7,850 | $407K | Add +74.4% |
| RUMBW Rumble Inc.-CW28 | *W EXP 09/16/202 | 22,845 | $44K | No change |
Total filed on the 13F, all lines: $8.8B.
Portfolio Sells Q3 2025 → Q4 2025
| VXF Vanguard Extended Market ETF | Reduce -21.5% | 0.87% | −0.29 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -84.6% | 0.03% | −0.20 |
| ORCL Oracle Corp. | Reduce -7.7% | 0.23% | −0.15 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -74.8% | 0.04% | −0.13 |
| HD Home Depot Inc. | Reduce -4.8% | 0.41% | −0.12 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -72.9% | 0.04% | −0.11 |
| SYSB iShares Systematic Bond ETF | Reduce -88.6% | 0.01% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 2.66% | −0.09 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -47.8% | 0.08% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.54% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -11.5% | 0.45% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -31.4% | 0.14% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -15.2% | 0.34% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.8% | 0.80% | −0.07 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -12.8% | 0.34% | −0.06 |
| JQUA JPMorgan US Quality Factor | Reduce -12.2% | 0.31% | −0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -14.2% | 0.29% | −0.05 |
| XLK SS Technology Select Sector | Reduce -11.8% | 0.32% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.5% | 0.41% | −0.05 |
| COIN Coinbase Global Inc. Class A | Reduce -50.0% | 0.02% | −0.05 |
| PAVE Global X US Infrastructure | Reduce -12.8% | 0.26% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 0.90% | −0.05 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.05 |
| TBLL Invesco Short Term Treasury | Reduce -66.3% | 0.02% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.1% | 1.04% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.0% | 0.60% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -7.9% | 0.28% | −0.04 |
| BLDR Builders Firstsource Inc. | Reduce -49.2% | 0.03% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.17% | −0.03 |
| NOW ServiceNow Inc. | Reduce -13.6% | 0.07% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.46% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 0.47% | −0.03 |
| POOL Pool Corp. | Sold out | 0.00% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -23.6% | 0.05% | −0.03 |
| ZTS Zoetis Inc. | Reduce -10.6% | 0.09% | −0.03 |
| BX Blackstone Inc. | Reduce -6.9% | 0.13% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -60.5% | 0.02% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -81.0% | 0.01% | −0.03 |
| JGRO JPMorgan Active Growth ETF | Reduce -0.5% | 0.49% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.24% | −0.03 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.03 |
| STRL Sterling Infrastructure Inc. | Reduce -1.6% | 0.16% | −0.03 |
| ROUS Hartford Multifact US Eqty | Reduce -52.2% | 0.02% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.2% | 0.76% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -3.2% | 0.17% | −0.03 |
| OKLO Oklo Inc. | Reduce -9.8% | 0.03% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -45.2% | 0.03% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.7% | 1.15% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.5% | 0.34% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AKRE Akre Focus ETF | New | 0.38% | +0.38 |
| IEMG iShares Core MSCI Emerging | Add +31.4% | 1.15% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 1.17% | +0.25 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +28.1% | 1.14% | +0.23 |
| UCON First Trust Smith Unconstrai | Add +1439.0% | 0.20% | +0.18 |
| GCOW Pacer Global Cash Cows Divid | Add +964.4% | 0.14% | +0.12 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +1448.0% | 0.12% | +0.12 |
| AAPL Apple Inc. | Add +0.8% | 3.42% | +0.10 |
| IEF iShares 7-10 Year Treasury B | Add +906.2% | 0.11% | +0.09 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +95.5% | 0.20% | +0.09 |
| FALN iShares Fallen Angels ETF | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +21.1% | 0.59% | +0.09 |
| HGER Harbor Commodity All Weather | Add +2534.2% | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.7% | 2.72% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.3% | 0.78% | +0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +517.4% | 0.07% | +0.06 |
| GEV GE Vernova Inc. | Add +59.7% | 0.16% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +23.8% | 0.40% | +0.06 |
| AMD Advanced Micro Devices | Add +25.1% | 0.16% | +0.06 |
| BAI Ishrs AI in and Tech Act ETF | Add +202.4% | 0.09% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +8.8% | 0.86% | +0.05 |
| XLV SS Health Care Select Sector | Add +54.3% | 0.13% | +0.05 |
| IMCB iShares Morningstar Mid-Cap | Add +69.4% | 0.13% | +0.05 |
| MRK Merck & Co. Inc. | Add +3.3% | 0.24% | +0.05 |
| IWY iShares Russell Top 200 Grow | Add +33.0% | 0.20% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +51.1% | 0.15% | +0.04 |
| LRCX Lam Research Corp. | Add +0.9% | 0.22% | +0.04 |
| CGDV Cap Group Dividend Value | Add +49.3% | 0.12% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +15.6% | 0.35% | +0.04 |
| GLD SPDR Gold Shares | Add +6.6% | 0.32% | +0.04 |
| VT Vanguard Tot World STK ETF | Add +9.9% | 0.52% | +0.04 |
| MU Micron Technology Inc. | Add +12.6% | 0.08% | +0.04 |
| SLV iShares Silver Trust | Add +2.9% | 0.11% | +0.04 |
| AOR iShares Core 60/40 Balanced | Add +272.4% | 0.05% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +35.4% | 0.15% | +0.03 |
| CME Cme Group Inc. | Add +475.0% | 0.04% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +20.9% | 0.27% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +12.3% | 0.13% | +0.03 |
| TRFK Pacer Data and Digital Rev | New | 0.03% | +0.03 |
| CGBL Cap Group Core Balanced | Add +46.8% | 0.11% | +0.03 |
| PH Parker Hannifin Corp. | Add +3.5% | 0.25% | +0.03 |
| ROAM Hartford Multifact Emrg MRKT | Add +24.4% | 0.16% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +23.4% | 0.18% | +0.03 |
| OEF iShares S&P 100 ETF | Add +22.2% | 0.18% | +0.03 |
| AVGO Broadcom Inc. | Add +3.2% | 0.90% | +0.03 |
| CLS Celestica Inc. | Add +0.4% | 0.23% | +0.03 |
| MXI iShares Global Materials ETF | New | 0.03% | +0.03 |
| SUB iShares Short-Term National | Add +62.5% | 0.08% | +0.03 |
| MUB iShares National Muni Bond E | Add +13.6% | 0.32% | +0.03 |
| ALAI Alger AI Enable & Adopt ETF | Add +134.3% | 0.05% | +0.03 |
Notes & Other Activity Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Sold out | 1,324,347 | $33.4Mbefore exit |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +13.7% | 1,039,454 | $25.2M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +728.8% | 563,512 | $13.7M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +4.1% | 9,011 | $10.9M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +4.1% | 5,995 | $7.5M |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Add +74.4% | 7,850 | $407K |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 22,359 | $2Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,682 | $9.9B | AAPL, NVDA, SPY, IVV, VOO |
| Q1 2026 | 1,611 | $8.7B | AAPL, NVDA, IVV, SPY, VOO |
| Q4 2025 | 1,577 | $8.8B | AAPL, NVDA, SPY, IVV, VOO |
| Q3 2025 | 1,537 | $8.4B | AAPL, NVDA, VOO, IVV, SPY |
| Q2 2025 | 1,411 | $7.3B | AAPL, SPY, VOO, NVDA, IVV |
| Q1 2025 | 1,353 | $6.5B | AAPL, VOO, SPY, IVV, MSFT |
| Q4 2024 | 1,445 | $7.0B | AAPL, VOO, SPY, IVV, NVDA |
| Q3 2024 | 1,433 | $6.8B | AAPL, VOO, SPY, IVV, MSFT |
| Q2 2024 | 1,365 | $6.2B | VOO, AAPL, SPY, IVV, MSFT |
| Q1 2024 | 1,372 | $6.0B | VOO, SPY, AAPL, IVV, MSFT |