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CIK: 0002090040
Total reported value
$230.1M
$230.1M
729 檔
17.8%
According to the latest 13F quarterly dataset, Strive Financial Group ,LLC managed an equity portfolio of $230.1M at the end of Q4 2025, spanning 729 distinct U.S. exchange-listed positions.
During Q4 2025, Strive Financial Group ,LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 729 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.24% | -1.14% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.07% | +1.87% | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.74% | +0.04% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.34% | -0.39% | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.32% | +2.71% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.91% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.76% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.78% | -0.60% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.24% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | +0.17% | — | |
| 11 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 1.48% | +3.45% | — | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.48% | -0.46% | — | |
| 13 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.47% | -0.93% | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.43% | -0.10% | — | |
| 15 | COR | Cencora Inc | Stock-Healthcare | 1.39% | -1.01% | — | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 1.34% | -0.78% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.86% | — | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.27% | -0.89% | — | |
| 19 | AZO | Autozone Inc | Stock-Consumer Disc | 1.24% | -0.91% | — | |
| 20 | ICE | Intercontinental Exchange In | Stock-Financials | 1.24% | -0.88% | — | |
| 21 | ROL | Rollins Inc | Stock-Consumer Disc | 1.18% | -0.84% | — | |
| 22 | GROZ | Zacks Focus Growth ETF | ETF-Other | 1.17% | +3.57% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.17% | -0.76% | — | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.14% | -0.65% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.13% | -0.03% | — | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.07% | -1.11% | — | |
| 27 | GL | Globe Life Inc | Stock-Financials | 1.04% | -0.71% | — | |
| 28 | MTD | Mettler-toledo International | Stock-Healthcare | 1.04% | -0.75% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +1.47% | — | |
| 30 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.00% | -0.85% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.83% | — | |
| 32 | MSCI | Msci Inc | Stock-Financials | 0.99% | -0.71% | — | |
| 33 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.98% | -0.55% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.71% | — | |
| 35 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.96% | -0.15% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.83% | — | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.92% | -0.58% | — | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.92% | -0.54% | — | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.92% | -0.69% | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | +0.33% | — | |
| 41 | CAIE | Calamos Autocallable Inc ETF | ETF-Other | 0.84% | -0.23% | — | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.82% | -0.69% | — | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.82% | -0.01% | — | |
| 44 | CPRT | Copart Inc | Stock-Industrials | 0.81% | -0.56% | — | |
| 45 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.81% | +3.10% | — | |
| 46 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.79% | -0.45% | — | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.79% | -0.40% | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.16% | — | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.66% | -0.21% | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.52% | — |
According to official SEC Form 13F filings, Strive Financial Group ,LLC reported a total U.S. public equity portfolio value of $230.1M across 729 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, VOO, VO) accounted for 17.8% of total reported equity market value during Q4 2025.
During Q4 2025, Strive Financial Group ,LLC's top holdings by market value included GOOG (6.2%)、VOO (5.1%)、VO (3.7%). The largest single position, GOOG, represented 6.2% of total portfolio value.
In Q4 2025, Strive Financial Group ,LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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