Q3 2026 13F · SEC CIK 1625800

Strid Group, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $917.2M
Reported positions: 93
Top holdings a year, 3 yrs: +14.6%
Assets under management: $1.1B

Strid Group, LLC is a wealth manager that reported 93 positions worth $917.2M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Schwab Strategic Tr (SCHB, 27.4%), Vanguard Intl Equity Index F (VEU, 11.9%), Ea Series Trust (QVAL, 11.8%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Strid Group, LLC holdings largest 50 of 93 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Strid Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHBSchwab Strategic Tr	27.4%	27.6%	8,570,424	-0.1%	$251.2M
VEUVanguard Intl Equity Index F	11.9%	12.4%	1,312,265	-1.7%	$108.9M
QVALEa Series Trust	11.8%	11.2%	1,850,494	+1.6%	$108.0M
DALIFirst Tr Exchange Traded Fd	8.9%	9.9%	2,903,600	-2.7%	$82.1M
VEAVanguard Ftse Developed Markets Index Fu	7.9%	7.7%	1,022,690	+5.4%	$72.2M
VWOVanguard Intl Equity Index F	7.5%	7.5%	1,158,150	+1.8%	$68.7M
NUENucor Corp	2.1%	1.6%	81,770	+25.1%	$19.1M
IBDSIshares Tr	1.7%	1.6%	642,838	+5.2%	$15.5M
TMBThornburg ETF Tr	1.7%	1.7%	623,762	+3.8%	$15.3M
PDPInvesco Exchange Traded Fd T	1.6%	1.8%	105,857	+0.0%	$14.6M
FVFirst Tr Exchange Traded Fd	1.5%	1.6%	187,331	-0.2%	$13.7M
IBDTIshares Ibonds Dec 2028 Term Corporate E	1.5%	1.5%	546,552	+2.4%	$13.6M
IBDRIshares Tr	1.3%	1.4%	488,967	-9.3%	$11.9M
IBDUIshares Tr	1.1%	1.1%	455,055	+2.5%	$10.3M
CGMUCapital Grp Fixed Incm ETF T	1.1%	—	387,146	—	$10.0M
IVVIshares Tr	1.0%	0.7%	12,052	+40.3%	$9.2M
IDCCInterdigital Inc	0.9%	0.8%	25,118	-2.5%	$8.2M
SCHESchwab Strategic Tr	0.8%	0.8%	195,343	-0.3%	$7.1M
VTIVanguard Index Fds	0.7%	0.7%	16,403	+0.3%	$6.1M
IBDVIshares Tr	0.6%	0.6%	262,630	+2.6%	$5.6M
HTRBHartford Fds Exchange Traded	0.6%	0.6%	167,278	+2.3%	$5.4M
CGCBCapital Grp Fixed Incm ETF T	0.6%	—	213,440	—	$5.3M
HMOPHartford Fds Exchange Traded	0.5%	0.5%	113,409	+6.4%	$4.2M
IDEVIshares Tr	0.4%	0.4%	44,094	+0.0%	$3.9M
ABBVAbbvie Inc	0.3%	0.3%	11,065	+0.4%	$2.9M
AAPLApple Inc	0.3%	0.3%	8,045	+0.8%	$2.7M
VOVanguard Index Fds	0.2%	0.1%	23,272	+55.9%	$1.8M
INCYIncyte Corp	0.2%	0.2%	14,665	+0.0%	$1.8M
SYFSynchrony Financial	0.2%	0.2%	22,188	+17.6%	$1.6M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	1,983	-0.2%	$1.5M
IBDWIshares Tr	0.2%	0.2%	73,350	+5.0%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	2,906	+0.0%	$1.4M
VRTXVertex Pharmaceuticals Inc	0.1%	0.1%	2,500	+0.0%	$1.3M
NVDANvidia Corporation	0.1%	0.1%	5,556	+6.1%	$1.3M
MDGLMadrigal Pharmaceuticals Inc	0.1%	0.1%	2,500	+0.0%	$1.3M
BLKBlackrock Inc	0.1%	0.1%	1,097	+0.0%	$1.2M
PMPhilip Morris Intl Inc	0.1%	0.1%	5,614	-12.9%	$1.1M
FIXComfort Sys USA Inc	0.1%	0.1%	646	+0.0%	$1.1M
BSCRInvesco Exch Trd Slf Idx Fd	0.1%	0.1%	53,586	+0.8%	$1.0M
ACGLArch Cap Group Ltd	0.1%	0.2%	11,011	-29.4%	$1.0M
JPMJpmorgan Chase & Co	0.1%	0.1%	2,987	+3.4%	$988K
BSCQInvesco Exch Trd Slf Idx Fd	0.1%	0.1%	50,029	-17.0%	$977K
VBVanguard Index Fds	0.1%	0.1%	3,198	+55.8%	$910K
IBMOIshares Ibonds	0.1%	0.1%	35,064	+0.0%	$899K
EEMIshares Tr	0.1%	0.1%	13,430	+0.0%	$897K
DISDisney Walt Co	0.1%	0.1%	8,275	+0.0%	$868K
BRK-ABerkshire Hathaway Inc Del	0.1%	0.1%	1	+0.0%	$747K
CMCSAComcast Corp New	0.1%	0.1%	34,002	+0.0%	$740K
VUGVanguard Index Fds	0.1%	0.1%	8,118	+0.0%	$732K
COSTCostco Wholesale Corporation	0.1%	0.1%	773	+1.4%	$704K

What Strid Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.5% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$917.2M	93
Q2 2026	$900.7M	93
Q1 2026	$806.9M	85
Q4 2025	$803.4M	79
Q3 2025	$787.0M	72
Q2 2025	$711.1M	63
Q1 2025	$644.1M	62
Q4 2024	$640.6M	60
Q3 2024	$657.6M	59
Q2 2024	$604.7M	58
Q1 2024	$556.3M	54
Q4 2023	$494.8M	51

Questions about Strid Group, LLC's portfolio

What stocks does Strid Group, LLC own?

Strid Group, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 93 positions worth $917.2M. The largest are Schwab Strategic Tr (SCHB) at 27.4%, Vanguard Intl Equity Index F (VEU) at 11.9%, Ea Series Trust (QVAL) at 11.8%, First Tr Exchange Traded Fd (DALI) at 8.9% and Vanguard Ftse Developed Markets Index Fu (VEA) at 7.9%.

What did Strid Group, LLC buy last quarter?

In Q3 2026, Strid Group, LLC added Vanguard Index Fds (VO) (+55.9% shares), Vanguard Index Fds (VB) (+55.8% shares) and Ishares Tr (IVV) (+40.3% shares), compared with its Q2 2026 filing.

What did Strid Group, LLC sell last quarter?

In Q3 2026, Strid Group, LLC cut from its top 50 AB Active Etfs Inc (TAFI), cut from its top 50 Ishares Ibonds (IBMP), Arch Cap Group Ltd (ACGL) (-29.4% shares), Invesco Exch Trd Slf Idx Fd (BSCQ) (-17.0% shares) and Philip Morris Intl Inc (PM) (-12.9% shares), compared with its Q2 2026 filing.

How has Strid Group, LLC's portfolio performed?

A portfolio copying Strid Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.5% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Strid Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Strid Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Strid Group, LLC manage?

Strid Group, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $917.2M.