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CIK: 0002111795
Total reported value
$166.8M
$166.8M
84 檔
24.6%
In Q4 2025, Strong Retirement Solutions LLC's U.S. equity holdings reached a combined market value of $166.8M, distributed across 84 disclosed stock positions.
During Q4 2025, Strong Retirement Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 9.45% | -0.14% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.93% | +0.19% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.70% | -0.26% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.38% | +0.14% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | +0.07% | — | |
| 6 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 3.24% | -0.23% | — | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 3.17% | +0.01% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | +0.02% | — | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.81% | +0.07% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.13% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.19% | — | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.14% | +0.05% | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.13% | -0.25% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | — | — | |
| 15 | FANG | Diamondback Energy Inc | Stock-Energy | 1.99% | -0.57% | — | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.81% | +0.21% | — | |
| 17 | CPRT | Copart Inc | Stock-Industrials | 1.80% | -0.10% | — | |
| 18 | BR | Broadridge Financial Solutio | Stock-Tech | 1.79% | -1.33% | — | |
| 19 | CHE | Chemed CORP | Stock-Healthcare | 1.73% | +0.33% | — | |
| 20 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.72% | -0.12% | — | |
| 21 | AMT | American Tower CORP | Stock-Real Estate | 1.68% | -0.16% | — | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.63% | — | — | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.60% | -0.39% | — | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.30% | -0.20% | — | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 1.21% | +0.56% | — | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.05% | +2.38% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.22% | — | |
| 28 | DVN | Devon Energy CORP | Stock-Energy | 1.01% | -0.17% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.07% | — | |
| 30 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.95% | — | — | |
| 31 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.90% | -0.20% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.23% | — | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.86% | -0.12% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.20% | — | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.82% | -0.32% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.79% | — | — | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.79% | -0.91% | EXIT | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | -0.66% | — | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.74% | +0.69% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | — | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +2.19% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.04% | — | |
| 43 | LIN | Linde plc | Stock-Materials | 0.70% | — | — | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.69% | -0.04% | — | |
| 45 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.68% | -0.21% | — | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.08% | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.28% | — | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.65% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | +0.01% | — | |
| 50 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.63% | +0.11% | — |
According to official SEC Form 13F filings, Strong Retirement Solutions LLC reported a total U.S. public equity portfolio value of $166.8M across 84 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 ACIO, VEA, MSFT) accounted for 24.6% of total reported equity market value during Q4 2025.
During Q4 2025, Strong Retirement Solutions LLC's top holdings by market value included ACIO (9.4%)、VEA (4.9%)、MSFT (4.7%). The largest single position, ACIO, represented 9.4% of total portfolio value.
In Q4 2025, Strong Retirement Solutions 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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