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Strong Retirement Solutions LLC Portfolio
$177.9M across 84 positions as of 2026-09-30, with 38% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +5.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -6.2% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ETF SER SOLUTIONS | $13M | 7.3% | 277,875 |
| NVDANVIDIA Corp | $8.2M | 4.6% | 35,925 |
| MSFTMicrosoft Corp | $7.9M | 4.4% | 15,405 |
| VEAVanguard FTSE Developed Markets ETF | $7.2M | 4.0% | 101,854 |
| AMDAdvanced Micro Devices Inc | $6.1M | 3.4% | 10,016 |
| VWOVanguard FTSE Emerging Markets ETF | $6M | 3.4% | 101,478 |
| AMZNAmazon.com Inc | $5.4M | 3.0% | 21,669 |
| GOOGLAlphabet Inc | $4.9M | 2.8% | 14,276 |
| AAPLApple Inc | $4.9M | 2.8% | 14,723 |
| AVGOBroadcom Inc | $4.7M | 2.7% | 13,492 |
| VVisa Inc | $4.6M | 2.6% | 12,924 |
| NOWServiceNow Inc | $4.5M | 2.5% | 33,677 |
| ETF SER SOLUTIONS | $4.4M | 2.5% | 77,523 |
| APHAmphenol Corp | $4.2M | 2.4% | 49,778 |
| CHEChemed Corp | $3.9M | 2.2% | 7,635 |
| IBITiShares Bitcoin Trust ETF | $3.8M | 2.1% | 79,890 |
| PWRQuanta Services Inc | $3.7M | 2.1% | 5,786 |
| JPMJPMorgan Chase & Co | $3.6M | 2.0% | 10,808 |
| PGRProgressive Corp | $3.6M | 2.0% | 17,143 |
| FANGDiamondback Energy Inc | $3.4M | 1.9% | 18,626 |
| WMTWalmart Inc | $3.3M | 1.9% | 31,891 |
| AMTAmerican Tower Corp | $3.3M | 1.8% | 19,984 |
| CPRTCopart Inc | $3.1M | 1.7% | 113,612 |
| CRWDCrowdStrike Holdings Inc | $3M | 1.7% | 11,471 |
| BONDBLOXX ETF TRUST | $2.9M | 1.6% | 57,533 |
| HUT 8 CORP | $2.4M | 1.3% | 27,605 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.9M | 1.1% | 21,599 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1.9M | 1.1% | 30,655 |
| UBERUber Technologies Inc | $1.9M | 1.0% | 27,171 |
| METAMeta Platforms Inc | $1.8M | 1.0% | 2,485 |
| CATCaterpillar Inc | $1.7M | 1.0% | 2,127 |
| SHOPShopify Inc | $1.6M | 0.9% | 11,018 |
| TMOThermo Fisher Scientific Inc | $1.6M | 0.9% | 2,354 |
| ETF SER SOLUTIONS | $1.6M | 0.9% | 73,196 |
| LLYEli Lilly and Co | $1.6M | 0.9% | 1,361 |
| BRK.BBerkshire Hathaway Inc | $1.5M | 0.9% | 3,075 |
| QCOMQualcomm Inc | $1.5M | 0.9% | 8,238 |
| ISRGIntuitive Surgical Inc | $1.5M | 0.8% | 3,689 |
| MSIMotorola Solutions Inc | $1.5M | 0.8% | 3,338 |
| TSLATesla Inc | $1.5M | 0.8% | 4,092 |
| XOMExxonmobil Holdings Corp | $1.4M | 0.8% | 8,524 |
| UNHUnitedHealth Group Inc | $1.4M | 0.8% | 3,772 |
| CTASCintas Corp | $1.3M | 0.7% | 6,791 |
| SCHWCharles Schwab Corp | $1.3M | 0.7% | 13,259 |
| NFLXNetflix Inc | $1.3M | 0.7% | 18,591 |
| LINDE PLC | $1.3M | 0.7% | 2,661 |
| SPCXSpace Exploration Technologies Corp | $1.3M | 0.7% | 8,341 |
| PGProcter & Gamble Co | $1.3M | 0.7% | 8,654 |
| SPGIS&P Global Inc | $1.2M | 0.7% | 3,063 |
| PHMPultegroup Inc | $1.2M | 0.7% | 10,355 |
| NEENextera Energy Inc | $1.2M | 0.7% | 15,445 |
| SYKStryker Corp | $1.1M | 0.6% | 3,970 |
| MAMastercard Inc | $917.1K | 0.5% | 1,663 |
| AZOAutozone Inc | $812.2K | 0.5% | 287 |
| JEPIJPMorgan Equity Premium Income ETF | $799.6K | 0.4% | 14,223 |
| RSPInvesco S&P 500 Equal Weight ETF | $658.4K | 0.4% | 3,165 |
| ANETArista Networks Inc | $653.1K | 0.4% | 3,208 |
| BNY MELLON ETF TRUST | $590.4K | 0.3% | 14,734 |
| WBDWarner Bros Discovery Inc | $524.1K | 0.3% | 16,933 |
| BLACKROCK ENHANCED EQUITY DI | $498.8K | 0.3% | 53,067 |
| ARMArm Holdings PLC | $485.8K | 0.3% | 1,677 |
| PANWPalo Alto Networks Inc | $470.4K | 0.3% | 1,184 |
| CHUBB LIMITED | $470K | 0.3% | 1,445 |
| UTHRUnited Therapeutics Corp | $469.3K | 0.3% | 866 |
| ETF SER SOLUTIONS | $455.1K | 0.3% | 15,239 |
| ETF SER SOLUTIONS | $430.4K | 0.2% | 15,840 |
| DVNDevon Energy Corp | $418.7K | 0.2% | 9,094 |
| AMGNAmgen Inc | $412.2K | 0.2% | 978 |
| VBVanguard Small-Cap ETF | $406.3K | 0.2% | 1,428 |
| ETF SER SOLUTIONS | $405.7K | 0.2% | 10,356 |
| SNOWSnowflake Inc | $364.7K | 0.2% | 1,074 |
| SLViShares Silver Trust | $357K | 0.2% | 6,550 |
| EA SERIES TRUST | $351.8K | 0.2% | 5,029 |
| SMCISuper Micro Computer Inc | $343.1K | 0.2% | 8,353 |
| ETF SER SOLUTIONS | $341.4K | 0.2% | 7,966 |
| ETF SER SOLUTIONS | $335.3K | 0.2% | 12,263 |
| RENAISSANCERE HLDGS LTD | $329.7K | 0.2% | 1,036 |
| RDDTReddit Inc | $313.1K | 0.2% | 2,198 |
| DOUBLELINE ETF TRUST | $274.9K | 0.2% | 5,936 |
| QQQMInvesco NASDAQ 100 ETF | $253.5K | 0.1% | 832 |
| FS CREDIT OPPORTUNITIES CORP | $212.9K | 0.1% | 41,254 |
| POET TECHNOLOGIES INC | $128.7K | 0.1% | 17,204 |
| DSUBlackRock Debt Strategies Fund Inc | $126K | 0.1% | 14,000 |
| HEALTH CATALYST INC | $30.3K | 0.0% | 17,538 |
Quarter ending 2026-09-30.
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