Institutional Fund
Strive Financial Group ,LLC
Carmel, INCIK 20900403 filings on record
Portfolio Value
$188.12M
Q1 2026
Holdings
720
Reported positions
New Buys
119
Opened this quarter
QoQ Change
-0.5%
from $189.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.7%
- Alphabet Inc5.7%
- Ishares Tr4.1%
- Vanguard Index Fds3.9%
- Nvidia Corporation3.1%
- Apple Inc2.9%
- Other74.6%
Portfolio Holdings
720 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 18.0K | $10.73M | 5.7% | +2.7K | Added |
| 2 | Alphabet Inc | 37.3K | $10.70M | 5.7% | −294 | Reduced |
| 3 | Ishares Tr | 84.7K | $7.66M | 4.1% | +14.5K | Added |
| 4 | Vanguard Index Fds | 25.7K | $7.37M | 3.9% | +1.3K | Added |
| 5 | Nvidia Corporation | 33.8K | $5.89M | 3.1% | −80 | Reduced |
| 6 | Apple Inc | 21.4K | $5.43M | 2.9% | −619 | Reduced |
| 7 | Microsoft Corp | 12.6K | $4.68M | 2.5% | +23 | Added |
| 8 | Meta Platforms Inc | 7.8K | $4.45M | 2.4% | −175 | Reduced |
| 9 | Amazon Com Inc | 21.3K | $4.43M | 2.4% | +1.2K | Added |
| 10 | Alphabet Inc | 14.2K | $4.08M | 2.2% | −584 | Reduced |
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