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CIK: 0002111795
Total reported value
$177.9M
$177.9M
82 檔
24.9%
At the close of Q2 2026, Strong Retirement Solutions LLC disclosed equity holdings valued at approximately $177.9M, spread across 82 reported holdings.
In Q2 2026, Strong Retirement Solutions LLC displayed an active expansion posture, initiating 3 new positions and adding to 56 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 8.04% | -0.71% | +4.42% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.08% | -1.04% | +9.24% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.51% | -1.13% | +9.19% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.48% | +0.13% | +3.31% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.46% | -0.02% | +9.71% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 4.27% | -0.83% | -7.54% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | -0.14% | +2.75% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.95% | -0.29% | +269.34% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.78% | -0.17% | +5.52% | |
| 10 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 2.71% | -0.26% | +4.07% | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 2.68% | -0.32% | +5.99% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.11% | +7.94% | |
| 13 | PWR | Quanta Services Inc | Stock-Industrials | 2.39% | -0.30% | -8.91% | |
| 14 | CHE | Chemed CORP | Stock-Healthcare | 2.32% | -0.15% | +10.06% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 2.26% | -0.26% | +16.67% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 2.19% | +0.35% | +22.74% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | -0.17% | +5.19% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.70% | +4.08% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.98% | -0.12% | +14.05% | |
| 20 | FANG | Diamondback Energy Inc | Stock-Energy | 1.97% | -0.05% | +1.73% | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 1.85% | -0.11% | +30.34% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.85% | -0.01% | +13.46% | |
| 23 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.72% | -0.09% | +3.40% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.69% | +0.02% | +0.79% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.14% | -0.09% | -13.23% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | -0.12% | +15.02% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | -0.23% | +4.96% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.13% | +11.05% | |
| 29 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.94% | -0.05% | +4.09% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.06% | +13.00% | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 0.82% | +0.02% | +16.64% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.27% | +9.91% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | +0.20% | +12.38% | |
| 34 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.80% | -0.12% | +15.46% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.76% | -0.05% | +11.76% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | +0.08% | +16.40% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.75% | +0.17% | -3.53% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.74% | -0.01% | +12.30% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | +0.16% | +14.82% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.06% | +12.44% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | — | +16.84% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | +0.03% | +14.55% | |
| 43 | ROP | Roper Technologies Inc | Stock-Tech | 0.70% | -0.70% | EXIT | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.69% | -0.01% | +11.86% | |
| 45 | CTAS | Cintas CORP | Stock-Industrials | 0.68% | +0.06% | +16.98% | |
| 46 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.68% | +0.38% | +11.65% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.68% | EXIT | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.06% | +20.29% | |
| 49 | ✓ | Stock-Other | 0.62% | +0.09% | — | ||
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.58% | -0.58% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.4% | -7.54% | Trim |
| 2 | AVGO | Broadcom Inc | +2.2% | +269.34% | Add |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +0.79% | Add |
| 4 | ✓ | +0.6% | NEW | New buy | |
| 5 | APH | Amphenol Corp-cl A | +0.6% | +5.99% | Add |
| 6 | CHE | Chemed CORP | +0.3% | +10.06% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.3% | +4.96% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +15.02% | Add |
| 9 | PGR | Progressive CORP | +0.2% | +16.67% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.24% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.08% | Add |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.19% | Add |
| 13 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.1% | NEW | New buy |
| 14 | AAPL | Apple Inc | +0.1% | +7.94% | Add |
| 15 | ARM | Arm Holdings Plc-adr | +0.1% | -22.18% | Trim |
| 16 | IDUB | Aptus Intl Enhan Yld ETF | +0.1% | NEW | New buy |
| 17 | PHM | Pultegroup Inc | +0.1% | +15.46% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | -17.70% | Trim |
| 19 | NVDA | Nvidia CORP | +0.1% | +3.31% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +5.52% | Add |
| 21 | TSLA | Tesla Inc | +0.1% | +11.05% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +6.18% | Add |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +9.91% | Add |
| 24 | PWR | Quanta Services Inc | +0.1% | -8.91% | Trim |
| 25 | AZO | Autozone Inc | +0.1% | +41.43% | Add |
| 26 | DSU | Blackrock Debt Strategies | +0.1% | +70.97% | Add |
| 27 | JEPQ | JPM Nasdaq Equity Premium | 0% | +11.65% | Add |
| 28 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | +30.51% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +2.75% | Add |
| 30 | RSP | Invesco S&p 500 Equal Weight | 0% | +12.26% | Add |
| 31 | ADME | Aptus Drwdwn Mgd Eqty ETF | 0% | +4.07% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.00% | Add |
| 33 | PG | Procter & Gamble Co/the | 0% | +16.84% | Add |
| 34 | CTAS | Cintas CORP | 0% | +16.98% | Add |
| 35 | UPSD | Aptus Large Cap Upside ETF | 0% | +15.48% | Add |
| 36 | VB | Vanguard Small-cap ETF | 0% | +7.39% | Add |
| 37 | OSCV | Opus Small Cap Value ETF | 0% | +14.51% | Add |
| 38 | FRDM | Freedom 100 Emeging Mrkt ETF | 0% | -8.84% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | — | +5.19% | Add |
| 40 | NOW | Servicenow Inc | — | +22.74% | Add |
| 41 | LIN | Linde plc | — | +11.76% | Add |
| 42 | TMO | Thermo Fisher Scientific Inc | — | +14.82% | Add |
| 43 | DRSK | Aptus Defined Risk ETF | — | +8.58% | Add |
| 44 | SNOW | Snowflake Inc | — | -29.48% | Trim |
| 45 | HCAT | Health Catalyst Inc | — | -22.38% | Trim |
| 46 | SYK | Stryker CORP | 0% | +20.29% | Add |
| 47 | SMCI | Super Micro Computer Inc | 0% | -14.10% | Trim |
| 48 | DMBS | Doubleline Mortgage ETF | 0% | +8.38% | Add |
| 49 | BKAG | Bny Mellon Core Bond ETF | 0% | +8.59% | Add |
| 50 | MSI | Motorola Solutions Inc | 0% | +16.64% | Add |
According to official SEC Form 13F filings, Strong Retirement Solutions LLC reported a total U.S. public equity portfolio value of $177.9M across 82 disclosed positions in Q2 2026.
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, VWO) accounted for 24.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.0M
Top Position Liquidated / Trimmed
ACN
前期市值: $1.3M
During Q2 2026, Strong Retirement Solutions LLC's top holdings by market value included ACIO (8.0%)、VEA (5.1%)、VWO (4.5%). The largest single position, ACIO, represented 8.0% of total portfolio value.
In Q2 2026, Strong Retirement Solutions LLC made 89 total portfolio adjustments, initiating 3 new buys, adding to 56 positions, trimming 23 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.