Stratos Investment Management, LLC: 13F holdings

CIK 17072062026Q2

Positions382
Reported value$2.8bn
Filed2026-08-11

Change since last quarter

Positions382 (+11 vs prior quarter)
Reported value$2.8bn (+10.9%)

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST4,248,964$188.5m6.8%
ITOT ISHARES TR1,047,978$172.2m6.3%
DGRW WISDOMTREE TR971,774$92.9m3.4%
RECS COLUMBIA ETF TR I2,139,839$92.6m3.4%
DFCF DIMENSIONAL ETF TRUST2,069,549$87.4m3.2%
SMTH ALPS ETF TR3,279,310$84.4m3.1%
DYNF BLACKROCK ETF TRUST1,098,761$74.7m2.7%
SPAB SPDR SERIES TRUST2,369,899$60.5m2.2%
IGEB ISHARES TR1,224,464$55.2m2.0%
DIMENSIONAL ETF TRUST664,264$54.5m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1707206")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples