Strathmore Capital Advisors, Inc.

Est. AUM

$353.8M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$60.9M	1441815	17.20%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$51.1M	1203591	14.43%	SOLE
3	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$50.9M	1401514	14.39%	SOLE
4	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$13.1M	270876	3.70%	SOLE
5	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$11.4M	215695	3.22%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$10.6M	14817	3.00%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$8.6M	108243	2.44%	SOLE
8	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$8.6M	168130	2.43%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$6.8M	183771	1.93%	SOLE
10	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.9M	150153	1.66%	SOLE
11	ISHARES GOLD TR	ISHARES NEW	$4.5M	50659	1.27%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	12552	1.25%	SOLE
13	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$3.9M	152420	1.10%	SOLE
14	APPLE INC	COM	$3.8M	14148	1.08%	SOLE
15	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$3.7M	72337	1.04%	SOLE
16	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$3.6M	45963	1.02%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.2M	63327	0.90%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.0M	39086	0.85%	SOLE
19	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.9M	52640	0.81%	SOLE
20	LOWES COS INC	COM	$2.8M	11628	0.80%	SOLE
21	MICROSOFT CORP	COM	$2.7M	6424	0.77%	SOLE
22	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.6M	38979	0.73%	SOLE
23	ALPHABET INC	CAP STK CL C	$2.6M	7489	0.72%	SOLE
24	PALANTIR TECHNOLOGIES INC	CL A	$2.4M	16862	0.68%	SOLE
25	LAM RESEARCH CORP	COM NEW	$2.4M	8800	0.67%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	3532	0.66%	SOLE
27	NVIDIA CORPORATION	COM	$2.3M	11026	0.65%	SOLE
28	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	26043	0.61%	SOLE
29	ISHARES INC	MSCI EMRG CHN	$2.1M	23090	0.59%	SOLE
30	ISHARES TR	CORE S&P SCP ETF	$1.7M	12654	0.49%	SOLE
31	ISHARES TR	CORE S&P MCP ETF	$1.7M	23023	0.47%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	8008	0.46%	SOLE
33	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.6M	42524	0.45%	SOLE
34	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.6M	40580	0.44%	SOLE
35	ISHARES TR	CORE US AGGBD ET	$1.5M	14819	0.42%	SOLE
36	VANGUARD INDEX FDS	VALUE ETF	$1.4M	7120	0.41%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$1.3M	16618	0.38%	SOLE
38	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	1773	0.36%	SOLE
39	ORACLE CORP	COM	$1.1M	6634	0.33%	SOLE
40	CUMMINS INC	COM	$1.1M	1674	0.31%	SOLE
41	AMAZON COM INC	COM	$1.1M	4130	0.31%	SOLE
42	ISHARES TR	0-5 YR TIPS ETF	$1.1M	10442	0.31%	SOLE
43	ISHARES TR	CORE MSCI INTL	$1.1M	12159	0.30%	SOLE
44	META PLATFORMS INC	CL A	$1.1M	1559	0.30%	SOLE
45	JPMORGAN CHASE & CO	COM	$1.0M	3372	0.29%	SOLE
46	ISHARES TR	3 7 YR TREAS BD	$985K	8303	0.28%	SOLE
47	ALPHABET INC	CAP STK CL A	$976K	2835	0.28%	SOLE
48	AMERICAN CENTY ETF TR	US EQT ETF	$975K	8047	0.28%	SOLE
49	SSGA ACTIVE ETF TR	STATE STREET DOU	$968K	24250	0.27%	SOLE
50	ISHARES TR	MSCI USA QLT FCT	$962K	4639	0.27%	SOLE

1–50 of 138

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.