Stratos Investment Management, LLC - Portfolio overview

Stratos Investment Management, LLC has 403 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 6.45%
2. ITOT - ISHARES TR, 5.81%
3. SMTH - ALPS ETF TR, 3.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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