account_balance

Investment manager · 13F filer · SEC CIK 1625800

Strid Group, LLC

Reported value$917Mas of Sep 30, 2026
Positions93 4 new, 4 sold out
Top 10 weight82.4%SCHB alone is 27%
FiledOct 2828 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
SCHB Schwab Strategic Tr 27.4% Held
VEU Vanguard Intl Equity Index F 11.9% Held
QVAL Ea Series Trust 11.8% Held
DALI First Tr Exchange Traded Fd 8.9% Trimmed −3%
VEA Vanguard Tax-Managed FDS 7.9% Added +5%
VWO Vanguard Intl Equity Index F 7.5% Held
NUE Nucor Corp 2.1% Added +25%
IBDS iShares Tr 1.7% Added +5%
TMB Thornburg ETF Tr 1.7% Added +4%
PDP Invesco Exchange Traded Fd T 1.6% Held
FV First Tr Exchange Traded Fd 1.5% Held
IBDT iShares Tr 1.5% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • CGMU $10M
  • CGCB $5.33M
  • VGSH $386K
  • CDZI $47.8K
arrow_upwardAdded
  • IVV +40%
  • NUE +25%
  • HMOP +6%
  • VEA +5%
arrow_downwardTrimmed
  • IBDR −9%
  • DALI −3%
  • IDCC −2%
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.

This is data, not investment advice. About StockToast · Your watchlist