13F filer

Strive Financial Group

As of Jun 30, 2026 Filed Aug 17, 2026 CIK 2090040 SEC filings ↗
13F Value
$230.1M
Positions
854
Top Position
VOO7.6%
Top 5
28.6%

Latest filing changes

vs Mar 31, 2026
Holdings854
# Trend (4Q)
1 VOO 7.6% $17.4M +41.2% 25.3K 5.7% ETF
2 IEFA 6.8% $15.6M +90.7% 161.4K 4.1% ETF
3 ZECP 4.9% $11.3M +268.2% 299.7K 1.5% ETF
4 GROZ 4.8% $11.0M +322.3% 345.0K 1.2% ETF
5 GOOG 4.5% $10.4M -20.8% 29.5K 5.7% Common Stock
6 SMIZ 4.0% $9.2M +354.4% 205.8K 0.9% ETF
7 VO 3.9% $9.1M +9.8% 112.7K 3.9% ETF
8 NVDA 2.8% $6.4M -5.6% 31.9K 3.1% Common Stock
9 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 15,034 reported quantity $5,372,585 reported value
2.3% $5.4M +5.9% 15.0K 2.2% Common Stock
10 LLY 2.3% $5.4M +161.0% 4.5K 0.8% Common Stock
11 AAPL 2.1% $4.9M -21.0% 16.9K 2.9% Common Stock
12 AMZN 2.1% $4.9M -4.2% 20.4K 2.3% Common Stock
13 META 1.8% $4.1M -7.6% 7.2K 2.4% Common Stock
14 AGG 1.7% $4.0M +19.8% 40.5K 1.8% ETF
15 IWF 1.7% $3.9M +263.3% 31.5K 0.5% ETF
16 MSFT 1.6% $3.6M -23.3% 9.7K 2.5% Common Stock
17 IJR 1.4% $3.2M -4.0% 21.6K 1.5% ETF
18 IEMG 1.3% $3.0M +37.5% 36.2K 1.0% ETF
19 VTV 1.2% $2.9M +7.2% 13.1K 1.3% ETF
20 SCHE 1.2% $2.7M +404.9% 75.2K 0.3% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing90
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.