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Stratos Wealth Advisors, LLC

hedge fundUpdated 30 days ago

Managed by Stratos Wealth Advisors, Llc • Latest filing Q2 2026

Portfolio value
$1.8B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$1.4B
Q3 2023$1.5B
Q4 2023$1.7B
Q1 2024$1.7B
Q2 2024$2B
Q3 2024$2.2B
Q4 2024$2.1B
Q1 2025$1.8B
Q2 2025$1.9B
Q3 2025$2.1B
Q4 2025$2.1B
Q1 2026$1.6B
Q2 2026$1.8B

Top holdings

638 positions as of Q2 2026

View filing
S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$93.6M
Shares
125.4K
% Port
5.14%
A

APPLE INC

Value
$64.6M
Shares
223.2K
% Port
3.55%
?
3.N/A

ISHARES TR

Value
$61.3M
Shares
2.77M
% Port
3.37%
N

NVIDIA CORPORATION

Value
$61.2M
Shares
305.9K
% Port
3.36%
E

ISHARES TR

Value
$34.6M
Shares
1.55M
% Port
1.90%
A

AMAZON COM INC

Value
$33.2M
Shares
139.2K
% Port
1.82%
S

SCHWAB STRATEGIC TR

Value
$25.4M
Shares
749.3K
% Port
1.39%
G

ALPHABET INC

Value
$24.6M
Shares
68.9K
% Port
1.35%
M

META PLATFORMS INC

Value
$23.5M
Shares
41.8K
% Port
1.29%
G

ALPHABET INC

Value
$22.9M
Shares
64.9K
% Port
1.26%
P
11.PANW

PALO ALTO NETWORKS INC

Value
$21.5M
Shares
63.2K
% Port
1.18%
M
12.MSFT

MICROSOFT CORP

Value
$21.4M
Shares
57.5K
% Port
1.18%
E
13.ETHA

ISHARES TR

Value
$19.2M
Shares
64.0K
% Port
1.06%
F
14.FPF

FIRST TR EXCHANGE TRADED FD

Value
$19.1M
Shares
235.6K
% Port
1.05%
V
15.VGES

VANGUARD INTL EQUITY INDEX F

Value
$18.6M
Shares
118.3K
% Port
1.02%
Q
16.QQQ

INVESCO QQQ TR

Value
$18.2M
Shares
24.7K
% Port
1.00%
J

JPMORGAN CHASE & CO

Value
$18M
Shares
55.1K
% Port
0.99%
I
18.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$17.9M
Shares
84.2K
% Port
0.98%
V
19.VGES

VANGUARD INDEX FDS

Value
$16.7M
Shares
24.3K
% Port
0.92%
V
20.VGES

VANGUARD INDEX FDS

Value
$16.5M
Shares
44.5K
% Port
0.90%

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