Stratos Wealth Partners, LTD. — 13F Holdings

2026 Q2  ·  1791 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Stratos Wealth Partners, LTD. maintained a portfolio of 1791 distinct positions. The most significant new addition was PUTNAM ETF TRUST, now representing 0.10% of the total fund value. They heavily accumulated shares in FIRST TR EXCHNG TRADED FD VI, increasing the position by 315.3%. Conversely, Stratos Wealth Partners, LTD. completely exited their position in INVESCO QQQ TR.
Position History hover any row below to update
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Stratos Wealth Partners, LTD. Beachwood, OH RIA / Wealth Management AUM $9,606M
PCA Score Concentration Risk
Risk ENB
Total Positions
1791
Quarter
2026 Q2
Top Holding
AAPL (3.3%)
Top 10 Concentration
20.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1791

Stratos Wealth Partners, LTD. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 3.28% 3.18% #1
Prev: #1
3.8
20,856 1.9%
P
S
1,124,545 $325,398,624
$116.13 +167.3%
$289.11 +7.4%
2015 Q2 13F Filing 2026-06-30 2026-08-11
NVDA
NVIDIA CORPORAT...
Technology 2.72% 2.65% #2
Prev: #2
3.1
12,372 0.9%
P
S
1,350,368 $270,195,194 2014 Q4 13F Filing 2026-06-30 2026-08-11
SPY
STATE STR SPDR ...
ETF 2.53% 2.39% #3 1
Prev: #4
2.5
12,780 3.9%
P
S
336,556 $251,330,292 2014 Q3 13F Filing 2026-06-30 2026-08-11
IVV
ISHARES TR
ETF 2.53% 2.54% #4 1
Prev: #3
2.0
-7,244 -2.1%
P
S
334,967 $250,853,649 2014 Q4 13F Filing 2026-06-30 2026-08-11
VOO
VANGUARD INDEX ...
ETF 2.49% 2.37% #5
Prev: #5
2.0
11,289 3.2%
P
S
360,451 $247,561,685 2014 Q4 13F Filing 2026-06-30 2026-08-11
AMZN
AMAZON COM INC
Consumer Cyclical 1.52% 1.48% #6 2
Prev: #8
1.1
9,362 1.5%
P
S
633,470 $150,981,451 2015 Q4 13F Filing 2026-06-30 2026-08-11
MSFT
MICROSOFT CORP
Technology 1.41% 1.57% #7 1
Prev: #6
1.1
2,006 0.5%
P
S
375,875 $140,209,037 2014 Q3 13F Filing 2026-06-30 2026-08-11
IDEV
ISHARES TR
Bond/Debt 1.40% 1.39% #8 1
Prev: #9
2.6
99,165 6.8%
P
S
1,563,907 $139,203,421 2020 Q1 13F Filing 2026-06-30 2026-08-11
DYNF
BLACKROCK ETF T...
ETF 1.33% 1.26% #9 1
Prev: #10
1.0
36,049 1.9%
P
S
1,944,759 $132,263,070 2024 Q1 13F Filing 2026-06-30 2026-08-11
IEMG
ISHARES INC
ETF 1.31% 1.24% #10 1
Prev: #11
1.0
7,707 0.5%
P
S
1,572,794 $130,290,318 2014 Q4 13F Filing 2026-06-30 2026-08-11
SPLG
SPDR SERIES TRU...
ETF 1.30% 1.11% #11 2
Prev: #13
2.5
186,446 14.6%
P
S
1,465,039 $128,747,709 2014 Q4 13F Filing 2026-06-30 2026-08-11
GOOGL
ALPHABET INC
Communication Services 1.26% 1.10% #12 2
Prev: #14
1.0
12,381 3.7%
P
S
349,104 $124,759,526 2015 Q4 13F Filing 2026-06-30 2026-08-11
BND
VANGUARD BD IND...
ETF 1.02% 1.19% #13 1
Prev: #12
0.9
-49,696 -3.5%
P
S
1,374,851 $100,927,880 2014 Q3 13F Filing 2026-06-30 2026-08-11
IJH
ISHARES TR
ETF 1.01% 0.84% #14 4
Prev: #18
2.4
216,254 19.9%
P
S
1,304,552 $100,594,046 2014 Q3 13F Filing 2026-06-30 2026-08-11
VYM
VANGUARD WHITEH...
ETF 1.00% 1.06% #15
Prev: #15
0.9
3,500 0.6%
P
S
631,378 $99,776,685 2014 Q3 13F Filing 2026-06-30 2026-08-11
VXF
VANGUARD INDEX ...
ETF 0.92% 0.86% #16 1
Prev: #17
0.9
4,701 1.3%
P
S
371,031 $91,351,787 2014 Q4 13F Filing 2026-06-30 2026-08-11
PYLD
PIMCO ETF TR
ETF 0.89% 0.99% #17 1
Prev: #16
0.9
42,618 1.3%
P
S
3,351,391 $88,878,903 2025 Q1 13F Filing 2026-06-30 2026-08-11
AVGO
BROADCOM INC
Technology 0.88% 0.77% #18 5
Prev: #23
2.4
12,194 5.5%
P
S
231,922 $87,608,591 2016 Q4 13F Filing 2026-06-30 2026-08-11
VTI
VANGUARD INDEX ...
ETF 0.86% 0.82% #19
Prev: #19
0.8
4,992 2.2%
P
S
230,371 $85,246,569 2014 Q4 13F Filing 2026-06-30 2026-08-11
RSP
INVESCO EXCHANG...
Unknown 0.81% 0.81% #20
Prev: #20
0.8
3,655 1.0%
P
S
376,532 $80,114,832 2015 Q1 13F Filing 2026-06-30 2026-08-11
JPM
JPMORGAN CHASE ...
Financial Services 0.78% 0.79% #21
Prev: #21
0.8
703 0.3%
P
S
236,030 $77,259,916 2014 Q2 13F Filing 2026-06-30 2026-08-11
RECS
COLUMBIA ETF TR...
ETF 0.73% 0.69% #22 2
Prev: #24
2.3
97,101 6.2%
P
S
1,664,390 $72,034,812 2024 Q2 13F Filing 2026-06-30 2026-08-11
GOOG
ALPHABET INC
Communication Services 0.72% 0.66% #23 2
Prev: #25
0.8
785 0.4%
P
S
203,340 $71,846,187 2014 Q2 13F Filing 2026-06-30 2026-08-11
IJR
ISHARES TR
ETF 0.70% 0.64% #24 2
Prev: #26
0.8
17,734 3.9%
P
S
467,638 $69,355,425 2014 Q4 13F Filing 2026-06-30 2026-08-11
META
META PLATFORMS ...
Communication Services 0.67% 0.78% #25 3
Prev: #22
0.8
-1,815 -1.5%
P
S
118,192 $66,576,672 2014 Q2 13F Filing 2026-06-30 2026-08-11
QQQM
INVESCO EXCH TR...
ETF 0.61% 0.48% #26 10
Prev: #36
2.2
25,321 14.4%
P
S
201,587 $61,074,900 2021 Q2 13F Filing 2026-06-30 2026-08-11
SPDW
SPDR INDEX SHS ...
ETF 0.61% 0.63% #27
Prev: #27
0.7
-26,771 -2.2%
P
S
1,195,634 $60,248,037 2018 Q1 13F Filing 2026-06-30 2026-08-11
LRCX
LAM RESEARCH CO...
Technology 0.55% 0.27% #28 42
Prev: #70
2.2
14,615 13.2%
P
S
125,625 $54,437,308 2014 Q4 13F Filing 2026-06-30 2026-08-11
BUFQ
FIRST TR EXCHNG...
ETF 0.55% 0.13% #29 131
Prev: #160
3.2
1,047,672 315.3%
P
S
1,379,944 $54,190,439 2023 Q2 13F Filing 2026-06-30 2026-08-11
IWM
ISHARES TR
ETF 0.54% 0.41% #30 12
Prev: #42
2.7
32,164 22.0%
P
S
178,487 $53,626,502 2014 Q3 13F Filing 2026-06-30 2026-08-11
SPTM
SPDR SERIES TRU...
ETF 0.54% 0.51% #31 1
Prev: #32
0.7
23,590 4.2%
P
S
586,138 $53,215,526 2014 Q4 13F Filing 2026-06-30 2026-08-11
SPYG
SPDR SERIES TRU...
Unknown 0.53% 0.42% #32 8
Prev: #40
2.2
62,712 16.5%
P
S
442,577 $52,662,354 2014 Q4 13F Filing 2026-06-30 2026-08-11
MU
MICRON TECHNOLO...
Technology 0.53% 0.17% #33 88
Prev: #121
0.7
1,034 2.3%
P
S
45,374 $52,374,818 2014 Q3 13F Filing 2026-06-30 2026-08-11
TSLA
TESLA INC
Consumer Cyclical 0.53% 0.51% #34 4
Prev: #30
0.7
3,419 2.8%
P
S
124,000 $52,154,656 2014 Q2 13F Filing 2026-06-30 2026-08-11
LLY
ELI LILLY & CO
Healthcare 0.50% 0.35% #35 15
Prev: #50
2.7
7,856 23.7%
P
S
41,007 $49,185,892 2014 Q3 13F Filing 2026-06-30 2026-08-11
QDPL
PACER FDS TR
Unknown 0.49% 0.48% #36 1
Prev: #35
0.7
28,147 2.7%
P
S
1,073,470 $48,381,302 2022 Q3 13F Filing 2026-06-30 2026-08-11
RDVY
FIRST TR EXCHAN...
ETF 0.48% 0.45% #37
Prev: #37
0.7
6,058 1.0%
P
S
588,137 $47,674,450 2017 Q2 13F Filing 2026-06-30 2026-08-11
COST
COSTCO WHOLESAL...
Consumer Defensive 0.47% 0.59% #38 10
Prev: #28
0.7
-2,086 -4.0%
P
S
50,311 $47,065,021 2014 Q2 13F Filing 2026-06-30 2026-08-11
IVW
ISHARES TR
Warrant 0.47% 0.50% #39 6
Prev: #33
0.7
-46,499 -12.0%
P
S
342,045 $47,041,501 2014 Q4 13F Filing 2026-06-30 2026-08-11
JGRO
J P MORGAN EXCH...
Warrant 0.46% 0.44% #40 2
Prev: #38
0.7
8,902 1.9%
P
S
467,890 $46,129,306 2024 Q1 13F Filing 2026-06-30 2026-08-11
HWM
HOWMET AEROSPAC...
Industrials 0.43% 0.39% #41 3
Prev: #44
2.2
7,955 5.3%
P
S
157,870 $42,445,178 2020 Q1 13F Filing 2026-06-30 2026-08-11
ABBV
ABBVIE INC
Healthcare 0.43% 0.42% #42 1
Prev: #41
0.7
241 0.1%
P
S
168,592 $42,424,713 2014 Q2 13F Filing 2026-06-30 2026-08-11
SPHQ
INVESCO EXCHANG...
ETF 0.42% 0.39% #43 2
Prev: #45
0.7
13,119 2.9%
P
S
467,766 $42,145,776 2018 Q3 13F Filing 2026-06-30 2026-08-11
IYW
ISHARES TR
ETF 0.39% 0.31% #44 15
Prev: #59
0.7
1,878 1.2%
P
S
152,728 $38,522,806 2014 Q4 13F Filing 2026-06-30 2026-08-11
IEFA
ISHARES TR
ETF 0.39% 0.41% #45 2
Prev: #43
0.7
2,478 0.6%
P
S
397,503 $38,390,916 2014 Q4 13F Filing 2026-06-30 2026-08-11
IVE
ISHARES TR
ETF 0.39% 0.36% #46 3
Prev: #49
2.2
18,823 12.5%
P
S
169,053 $38,385,212 2014 Q4 13F Filing 2026-06-30 2026-08-11
BRK/B
BERKSHIRE HATHA...
Financial Services 0.38% 0.43% #47 8
Prev: #39
0.7
-4,391 -5.5%
P
S
75,013 $37,536,224 2015 Q2 13F Filing 2026-06-30 2026-08-11
AMD
ADVANCED MICRO ...
Technology 0.37% 0.15% #48 93
Prev: #141
0.6
-2,165 -3.3%
P
S
64,107 $37,240,627 2017 Q3 13F Filing 2026-06-30 2026-08-11
THRO
BLACKROCK ETF T...
ETF 0.37% 0.35% #49 2
Prev: #51
0.6
11,142 1.3%
P
S
851,774 $36,720,003 2025 Q2 13F Filing 2026-06-30 2026-08-11
APH
AMPHENOL CORP
Technology 0.37% 0.31% #50 10
Prev: #60
0.6
-5,841 -2.7%
P
S
207,996 $36,673,877 2015 Q4 13F Filing 2026-06-30 2026-08-11
Showing 1-50 of 1791 holdings

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