Strive Financial Group ,LLC

CIK 0002090040 · CARMEL, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC source

Strive Financial Group ,LLC reported 854 positions worth $230.1M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: VOO (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$230.1M
2026 Q2
Positions
854
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.9%
Est. Net Flow (Q)
2026 Q2
10 / 854 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD S&P 500 ETFSH$17.4M7.56%25,345
2IEFAISHARES CORE MSCI EAFE ETFSH$15.6M6.78%161,444
3ZECPZACKS EARNINGS CONSISTENT PORTFOLIO ETFSH$11.3M4.91%299,705
4GROZZACKS FOCUS GROWTH ETFSH$11.0M4.76%345,021
5GOOGALPHABET INC CLASS CSH$10.4M4.53%29,530
6SMIZZACKS SMALL/MID CAP ETFSH$9.2M3.99%205,799
7VOVANGUARD MID-CAP INDEX FUND ETF SHARESSH$9.1M3.95%112,719
8NVDANVIDIA CORPSH$6.4M2.77%31,879
9GOOGLALPHABET INC CLASS ASH$5.4M2.33%15,034
10LLYELI LILLY AND COSH$5.4M2.33%4,477

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Strive Financial Group ,LLC hold as of Q2 2026?

Strive Financial Group ,LLC reported 854 positions worth $230.1M in its Q2 2026 13F filing. Largest positions: VOO (7.6%), IEFA (6.8%), ZECP (4.9%), GROZ (4.8%) and GOOG (4.5%).

What did Strive Financial Group ,LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Strive Financial Group ,LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.