account_balance

Investment manager · 13F filer · SEC CIK 1053292

Droms Strauss Advisors Inc

Reported value$433Mas of Sep 30, 2026
Positions81 3 new, 3 sold out
Top 10 weight67.3%IVV alone is 14%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 13.7% Trimmed −4%
GSLC Goldman Sachs ETF Tr 12.2% Trimmed −3%
IVW iShares Tr 7.2% Trimmed −3%
IVE iShares Tr 6.8% Trimmed −3%
VTV Vanguard Index FDS 5.7% Trimmed −3%
IWO iShares Tr 5.4% Trimmed −2%
QQQ Invesco QQQ Tr 4.9% Trimmed −5%
DBEF DBX ETF Tr 4.4% Added +5%
SCHE Schwab Strategic Tr 3.6% Added +3%
FNDE Schwab Strategic Tr 3.3% Added +3%
HIMU BlackRock ETF Trust II 2.2% Added +8%
AMAT Applied Materials Inc 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
  • IBMP +58%
  • BOND +49%
  • IBMT +47%
  • HIMU +8%
arrow_downwardTrimmed
  • SPY −8%
  • VTI −7%
  • QQQ −5%
  • IJT −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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