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Stratos Investment Management, LLC

Q2 2026 13F filing

Updated 31 days ago

382 disclosed positions worth $2.8B

Portfolio value
$2.8B
Total holdings
382
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

DIMENSIONAL ETF TRUST

Value
$188.5M
Shares
4.25M
% Port
6.81%
E

ISHARES TR

Value
$172.2M
Shares
1.05M
% Port
6.22%
B

WISDOMTREE TR

Value
$92.9M
Shares
971.8K
% Port
3.36%
?
4.N/A

COLUMBIA ETF TR I

Value
$92.6M
Shares
2.14M
% Port
3.35%
?
5.N/A

DIMENSIONAL ETF TRUST

Value
$87.4M
Shares
2.07M
% Port
3.16%
?
6.N/A

ALPS ETF TR

Value
$84.4M
Shares
3.28M
% Port
3.05%
E

BLACKROCK ETF TRUST

Value
$74.7M
Shares
1.10M
% Port
2.70%
S

SPDR SERIES TRUST

Value
$60.5M
Shares
2.37M
% Port
2.19%
E

ISHARES TR

Value
$55.2M
Shares
1.22M
% Port
2.00%
?
10.N/A

DIMENSIONAL ETF TRUST

Value
$54.5M
Shares
664.3K
% Port
1.97%
?
11.N/A

PIMCO EQUITY SER

Value
$54.4M
Shares
1.31M
% Port
1.97%
E
12.ETHA

ISHARES TR

Value
$54.4M
Shares
72.6K
% Port
1.97%
E
13.ETHA

ISHARES TR

Value
$51.7M
Shares
1.02M
% Port
1.87%
P
14.PDI

PIMCO ETF TR

Value
$47.9M
Shares
1.81M
% Port
1.73%
N
15.NVDA

NVIDIA CORPORATION

Value
$47.5M
Shares
237.4K
% Port
1.72%
V
16.VGES

VANGUARD INDEX FDS

Value
$39.6M
Shares
459.2K
% Port
1.43%
B
17.BLK

ISHARES TR

Value
$38.4M
Shares
352.3K
% Port
1.39%
M
18.MSFT

MICROSOFT CORP

Value
$37.8M
Shares
101.4K
% Port
1.37%
A
19.AAPL

APPLE INC

Value
$37.6M
Shares
130.1K
% Port
1.36%
G

ALPHABET INC

Value
$35.8M
Shares
100.2K
% Port
1.29%
A
21.AMPY

AMPLIFY ETF TR

Value
$34M
Shares
744.0K
% Port
1.23%
A
22.AVGO

BROADCOM INC

Value
$34M
Shares
89.9K
% Port
1.23%
V
23.VGES

VANGUARD INTL EQUITY INDEX F

Value
$31.3M
Shares
374.1K
% Port
1.13%
V
24.VGES

VANGUARD MALVERN FDS

Value
$31.3M
Shares
623.5K
% Port
1.13%
S

SPDR SERIES TRUST

Value
$30.6M
Shares
991.2K
% Port
1.11%
?
26.N/A

DIMENSIONAL ETF TRUST

Value
$28.9M
Shares
711.9K
% Port
1.05%
A
27.AMZN

AMAZON COM INC

Value
$28.8M
Shares
120.8K
% Port
1.04%
F
28.FIS

FIDELITY COVINGTON TRUST

Value
$28.7M
Shares
715.0K
% Port
1.04%
B
29.BTCW

WISDOMTREE TR

Value
$28.3M
Shares
611.8K
% Port
1.02%
I
30.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$27.5M
Shares
129.4K
% Port
0.99%
?
31.N/A

AMERICAN CENTY ETF TR

Value
$26.1M
Shares
253.7K
% Port
0.94%
E
32.ETHA

ISHARES TR

Value
$25.3M
Shares
104.4K
% Port
0.91%
C
33.CPT

CAMBRIA ETF TR

Value
$24.4M
Shares
678.4K
% Port
0.88%
F
34.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$21.8M
Shares
1.02M
% Port
0.79%
V
35.VGES

VANGUARD TAX-MANAGED FDS

Value
$21.1M
Shares
296.2K
% Port
0.76%
L
36.LLY

ELI LILLY & CO

Value
$20.6M
Shares
17.2K
% Port
0.75%
N
37.NSC

DIMENSIONAL ETF TRUST

Value
$20.2M
Shares
490.3K
% Port
0.73%
M
38.MRK

MERCK & CO INC

Value
$18.9M
Shares
147.3K
% Port
0.68%
J

JPMORGAN CHASE & CO

Value
$18.5M
Shares
56.4K
% Port
0.67%
F
40.FIS

FIDELITY COVINGTON TRUST

Value
$18.3M
Shares
303.8K
% Port
0.66%
V
41.VGES

VANGUARD INDEX FDS

Value
$17.8M
Shares
48.1K
% Port
0.64%
E
42.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$16.8M
Shares
221.6K
% Port
0.61%
D
43.DELL

DELL TECHNOLOGIES INC

Value
$16.8M
Shares
38.9K
% Port
0.61%
P
44.PPT

PUTNAM ETF TRUST

Value
$16M
Shares
313.1K
% Port
0.58%
B

BERKSHIRE HATHAWAY INC DEL

Value
$15.4M
Shares
30.9K
% Port
0.56%
M
46.META

META PLATFORMS INC

Value
$15.4M
Shares
27.4K
% Port
0.56%
E
47.ETHA

ISHARES TR

Value
$15.2M
Shares
200.6K
% Port
0.55%
?
48.N/A

DIMENSIONAL ETF TRUST

Value
$13.7M
Shares
368.1K
% Port
0.50%
C
49.C-PR

CITIGROUP INC

Value
$13.7M
Shares
97.7K
% Port
0.49%
?
50.N/A

DIMENSIONAL ETF TRUST

Value
$13.6M
Shares
163.9K
% Port
0.49%