Strive Financial Group ,LLC Top Holdings and 13F Report (2026) About Strive Financial Group ,LLCInvestment ActivityStrive Financial Group ,LLC has $188.56 million in total holdings as of March 31, 2026.Strive Financial Group ,LLC owns shares of 762 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 10.68% of the portfolio was purchased this quarter.About 172.43% of the portfolio was sold this quarter.This quarter, Strive Financial Group ,LLC has purchased 765 new stocks and bought additional shares in 133 stocks.Strive Financial Group ,LLC sold shares of 173 stocks and completely divested from 128 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $10,727,000Alphabet $10,695,000iShares Core MSCI EAFE ETF $7,664,000Vanguard Mid-Cap ETF $7,369,000NVIDIA $5,890,000 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $3,357,000 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $1,600,000 HoldingM22465104 - Check Point Software Technologies $1,297,000 Holding92206C102 - Vanguard Short-Term Treasury ETF $1,139,000 HoldingG5960L103 - Medtronic $285,000 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 33,816 shares (about $3.36M)iShares 0-3 Month Treasury Bond ETF 15,898 shares (about $1.60M)Vanguard S&P 500 ETF 2,656 shares (about $1.59M)iShares Core MSCI EAFE ETF 14,522 shares (about $1.31M)Check Point Software Technologies 9,079 shares (about $1.30M) Largest Sales this Quarter NVIDIA 33,836 shares (about $93.55M)NVIDIA 33,846 shares (about $87.03M)Eli Lilly and Company 1,812 shares (about $25.37M)Alphabet 37,575 shares (about $18.79M)Taiwan Semiconductor Manufacturing 1,872 shares (about $14.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrive Financial Group ,LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$10,727,000$1,587,149 â–²17.4%17,9515.7%ETFGOOGAlphabet$10,695,000$84,337 â–¼-0.8%37,2835.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$7,664,000$1,314,692 â–²20.7%84,6564.1%ETFVOVanguard Mid-Cap ETF$7,369,000$381,660 â–²5.5%25,6603.9%ETFNVDANVIDIA$5,890,000$13,952 â–¼-0.2%33,7733.1%Computer and TechnologyAAPLApple$5,428,000$157,087 â–¼-2.8%21,3892.9%Computer and TechnologyMSFTMicrosoft$4,681,000$8,514 â–²0.2%12,6452.5%Computer and TechnologyMETAMeta Platforms$4,454,000$100,135 â–¼-2.2%7,7842.4%Computer and TechnologyAMZNAmazon.com$4,431,000$245,148 â–²5.9%21,2742.3%Retail/WholesaleGOOGLAlphabet$4,081,000$167,945 â–¼-4.0%14,1912.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,357,000$3,357,000 â–²New Holding33,8161.8%FinanceIJRiShares Core S&P Small-Cap ETF$2,804,000$1,119 â–¼0.0%22,5551.5%ETFZECPZacks Earnings Consistent Portfolio ETF$2,754,000$23,140 â–²0.8%81,4061.5%ETFWALMART INC$2,636,000$177,374 â–¼-6.3%21,2071.4%COMMON STOCKCASYCasey's General Stores$2,441,000$214,697 â–¼-8.1%3,3541.3%Retail/WholesaleCALAMOS US EQ AUTOCALLABLE INCOME ETF$2,413,000$926,108 â–²62.3%95,9851.3%UIT EXCHANGE TRADEDVTVVanguard Value ETF$2,406,000$208,202 â–²9.5%12,2611.3%ETFMNSTMonster Beverage$2,385,000$236,986 â–¼-9.0%32,9191.3%Consumer StaplesAMGNAmgen$2,260,000$329,693 â–¼-12.7%6,4231.2%MedicalCORCencora$2,256,000$195,355 â–¼-8.0%7,1831.2%MedicalZACKS FOCUS GROWTH ETF$2,252,000$197,643 â–²9.6%81,6971.2%UIT EXCHANGE TRADEDAZOAutoZone$2,243,000$97,962 â–¼-4.2%6641.2%Retail/WholesaleICEIntercontinental Exchange$2,168,000$100,190 â–¼-4.4%13,7841.1%FinanceCOSTCostco Wholesale$1,983,000$113,599 â–¼-5.4%1,9901.1%Retail/WholesaleRWJInvesco S&P SmallCap 600 Revenue ETF$1,942,000$57,712 â–²3.1%38,4621.0%ETFPEPPepsiCo$1,880,000$149,835 â–¼-7.4%12,1081.0%Consumer StaplesROLRollins$1,865,000$126,933 â–¼-6.4%34,9101.0%ConstructionORCLOracle$1,858,000$256,453 â–¼-12.1%12,6281.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,835,000$153,486 â–²9.1%26,3141.0%ETFADBEAdobe$1,778,000$17,500 â–²1.0%7,3150.9%Computer and TechnologyTMOThermo Fisher Scientific$1,741,000$132,676 â–¼-7.1%3,5430.9%MedicalPGProcter & Gamble$1,735,000$128,829 â–¼-6.9%12,0130.9%Consumer StaplesGLGlobe Life$1,704,000$259,831 â–¼-13.2%12,2440.9%FinanceZACKS SMALL/MID CAP ETF$1,679,000$146,351 â–²9.5%45,2930.9%UIT EXCHANGE TRADEDMTDMettler-Toledo International$1,669,000$105,968 â–¼-6.0%1,3230.9%MedicalMSCIMSCI$1,643,000$108,347 â–¼-6.2%3,0480.9%FinanceCHDChurch & Dwight$1,632,000$101,318 â–¼-5.8%17,4930.9%Consumer StaplesTSCOTractor Supply$1,621,000$96,411 â–¼-5.6%35,7790.9%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$1,600,000$1,600,000 â–²New Holding15,8980.8%ETFLLYEli Lilly and Company$1,578,000$91,092 â–¼-5.5%1,7150.8%MedicalCMCSAComcast$1,518,000$144,466 â–¼-8.7%52,8640.8%Consumer DiscretionaryJKHYJack Henry & Associates$1,512,000$91,972 â–¼-5.7%9,5680.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,339,000$17,636 â–²1.3%2,0500.7%ETFINTUIntuit$1,320,000$87,769 â–¼-6.2%3,0530.7%Computer and TechnologyCHKPCheck Point Software Technologies$1,297,000$1,297,000 â–²New Holding9,0790.7%Computer and TechnologyADPAutomatic Data Processing$1,289,000$86,164 â–¼-6.3%6,3430.7%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,235,000$4,206 â–¼-0.3%23,4900.7%ManufacturingCPRTCopart$1,233,000$65,828 â–¼-5.1%37,1430.7%Business ServicesMKCMcCormick & Company, Incorporated$1,226,000$64,630 â–¼-5.0%24,3000.7%Consumer StaplesGPNGlobal Payments$1,217,000$1,195,055 â–²5,445.7%18,0790.6%Business ServicesPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,190,000$72,356 â–²6.5%68,6970.6%ManufacturingVGSHVanguard Short-Term Treasury ETF$1,139,000$1,139,000 â–²New Holding19,4550.6%ETFMBBiShares MBS ETF$1,122,000$86,089 â–²8.3%11,8210.6%ETFVUGVanguard Growth ETF$1,062,000$75,139 â–²7.6%2,4310.6%ETFNVONovo Nordisk A/S$1,042,000$30,649 â–¼-2.9%28,3540.6%MedicalBSXBoston Scientific$955,000$31,438 â–¼-3.2%15,2190.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$953,000$27,640 â–²3.0%11,5160.5%ETFIWFiShares Russell 1000 Growth ETF$924,000$206,280 â–²28.7%2,1680.5%ETFABTAbbott Laboratories$829,000$387,770 â–²87.9%8,0790.4%MedicalNSCNorfolk Southern$821,000$3,447 â–²0.4%2,8580.4%TransportationSPYSPDR S&P 500 ETF Trust$793,000$9,758 â–¼-1.2%1,2190.4%FinanceAMDAdvanced Micro Devices$697,000$185,840 â–²36.4%3,4280.4%Computer and TechnologyHDHome Depot$674,000$106,300 â–²18.7%2,0480.4%Retail/WholesaleNEENextEra Energy$658,000$79,662 â–²13.8%7,0870.3%UtilitiesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$614,000$30,028 â–¼-4.7%7,7700.3%ETFHSYHershey$613,000$192,420 â–²45.8%2,9500.3%Consumer StaplesSCHDSchwab US Dividend Equity ETF$603,000$60,564 â–²11.2%19,6440.3%ETFTSMTaiwan Semiconductor Manufacturing$584,000$52,076 â–¼-8.2%1,7270.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$531,000$34,182 â–¼-6.0%2,4700.3%ETFDISWalt Disney$507,000$193 â–¼0.0%5,2580.3%Consumer DiscretionarySCHESchwab Emerging Markets Equity ETF$491,000$94,546 â–²23.8%14,8890.3%ETFVBKVanguard Small-Cap Growth ETF$445,000$52,868 â–²13.5%1,4730.2%ETFKOCocaCola$442,000$15,824 â–¼-3.5%5,8100.2%Consumer StaplesDCIDonaldson$441,000$386,246 â–²705.4%5,1950.2%IndustrialsTSLATesla$438,000$2,233 â–²0.5%1,1770.2%Auto/Tires/TrucksIWYiShares Russell Top 200 Growth ETF$432,000$4,980 â–²1.2%1,7350.2%ETFMOAltria Group$416,000$61,456 â–¼-12.9%6,3020.2%Consumer StaplesSPLBSPDR Portfolio Long Term Corporate Bond ETF$403,000$5,579 â–¼-1.4%18,1320.2%ETFCSCOCisco Systems$399,000$341,435 â–²593.1%5,1430.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$391,000$246,304 â–²170.2%8,5120.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$383,000$43,752 â–²12.9%7,7560.2%ETFSMHVanEck Semiconductor ETF$378,000$768 â–¼-0.2%9850.2%ManufacturingAVGOBroadcom$373,000$26,930 â–²7.8%1,2050.2%Computer and TechnologyCTASimplify Managed Futures Strategy ETF$369,000$145,434 â–²65.1%12,1990.2%ETFVVisa$369,000$28,431 â–²8.3%1,2200.2%Business ServicesVZVerizon Communications$369,000$201 â–¼-0.1%7,3500.2%Computer and TechnologyZTSZoetis$366,0000.0%3,0960.2%MedicalDBMFiMGP DBi Managed Futures Strategy ETF$360,000$51,639 â–²16.7%11,9490.2%ETFBAHBooz Allen Hamilton$339,0000.0%4,3490.2%Business ServicesCMECME Group$337,000$26,559 â–²8.6%1,1420.2%FinanceQQQInvesco QQQ$325,000$136,812 â–²72.7%5630.2%FinanceLAM RESH CORP$317,000$3,422 â–²1.1%1,4820.2%COMMON STOCKXLEEnergy Select Sector SPDR Fund$313,000$8,585 â–¼-2.7%5,1040.2%ETFOKEONEOK$302,000$54,244 â–²21.9%3,3460.2%EnergyJPMJPMorgan Chase & Co.$298,000$294 â–²0.1%1,0120.2%FinancePALANTIR TECHNOLOGIES INCLASS CLASS A$291,000$24,909 â–²9.4%1,9860.2%COMMON STOCKROBOROBO Global Robotics & Automation ETF$287,000$26,309 â–²10.1%4,1890.2%ETFMDTMedtronic$285,000$285,000 â–²New Holding3,2880.2%MedicalVTIVanguard Total Stock Market ETF$281,000$51,062 â–²22.2%8750.1%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$276,000$81,633 â–²42.0%9,3620.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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