Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard S&p 500 Etf | $17.4M | 7.6% | +41.2% |
| IEFAIshares Core Msci Eafe Etf | $15.6M | 6.8% | +90.7% |
| ZECPZacks Earnings Consistent Portfolio Etf | $11.3M | 4.9% | +268.2% |
| GROZZacks Focus Growth Etf | $11.0M | 4.8% | +322.3% |
| GOOGAlphabet Inc Class C | $10.4M | 4.5% | −20.8% |
| SMIZZacks Small/mid Cap Etf | $9.2M | 4.0% | +354.4% |
| VOVanguard Mid-cap Index Fund Etf Shares | $9.1M | 3.9% | +9.8% |
| NVDANvidia Corp | $6.4M | 2.8% | −5.6% |
| GOOGLAlphabet Inc Class A | $5.4M | 2.3% | +5.9% |
| LLYEli Lilly And Co | $5.4M | 2.3% | +161.0% |
| AAPLApple Inc | $4.9M | 2.1% | −21.0% |
| AMZNAmazon.com Inc | $4.9M | 2.1% | −4.2% |
| METAMeta Platforms Inc Class A | $4.1M | 1.8% | −7.6% |
| AGGIshares Core U.s. Aggregate Bond Etf | $4.0M | 1.7% | +19.8% |
| IWFIshares Russell 1000 Growth Etf | $3.9M | 1.7% | +263.3% |
| MSFTMicrosoft Corp | $3.6M | 1.6% | −23.3% |
| IJRIshares Core S&p Small-cap Etf | $3.2M | 1.4% | −4.0% |
| IEMGIshares Core Msci Emerging Markets Etf | $3.0M | 1.3% | +37.5% |
| VTVVanguard Value Index Fund Etf Shares | $2.9M | 1.2% | +7.2% |
| SCHESchwab Emerging Markets Equity Etf | $2.7M | 1.2% | +404.9% |
| VUGVanguard Growth Index Fund Etf Shares | $2.5M | 1.1% | +97.5% |
| CAIECalamos Us Eq Autocallable Income Etf | $2.4M | 1.0% | −7.9% |
| SCHDSchwab U.s. Dividend Equity Etf | $2.3M | 1.0% | +262.7% |
| RWJInvesco S&p Smallcap 600rev Etf | $2.0M | 0.9% | −11.1% |
| IVVIshares Core S&p 500 Etf | $2.0M | 0.9% | +30.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices I | December 31, 2025 | +171.3% | $2.0M |
| LRCXLam Resh Corp | December 31, 2025 | +153.1% | $1.3M |
| IJRIshares Core S&p Small-cap Etf | December 31, 2025 | +23.4% | $3.2M |
| IEMGIshares Core Msci Emerging Markets Etf | December 31, 2025 | +23.2% | $3.0M |
| RWJInvesco S&p Smallcap 600rev Etf | December 31, 2025 | +22.1% | $2.0M |
| VBKVanguard Small-cap Growth Index Fund Etf Shares | December 31, 2025 | +21.0% | $1.2M |
| SMIZZacks Small/mid Cap Etf | December 31, 2025 | +20.6% | $9.2M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $927K |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 Etf | December 31, 2025 | +19.8% | $1.2M |
| SCHDSchwab U.s. Dividend Equity Etf | December 31, 2025 | +15.6% | $2.3M |
Sold off last quarter
- ROBORobo Global Robotics Andautomation Index Etf was $287K
- ABBNYAbb Ltd Fsponsored Adr 1 Adr Reps 1 Ord Shs was $242K
- DOWDow Inc was $146K
- CTRACoterra Energy Inc was $56K
- NETCloudflare Inc Class Class A was $52K
- CALXCalix Inc was $37K
- SMEVSimulated Enviroment Con was $28K
- GEHCGe Healthcare Technologi was $25K
- OKTAOkta Inc Class A was $21K
- Masimo CorpCUSIP 574795100 was $21K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −5.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strive Financial Group ,LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2090040&type=13F-HR&dateb=&owner=include&count=40CIK 2090040
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2090040/000209004026000010/Filed August 17, 2026 · accession 0002090040-26-000010