Strong Retirement Solutions LLC

Est. AUM

$142.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ETF SER SOLUTIONS	APTUS COLLRD INV	$11.7M	278258	8.18%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.0M	108996	4.89%	SOLE
3	MICROSOFT CORP	COM	$6.7M	18193	4.72%	SOLE
4	NVIDIA CORPORATION	COM	$6.3M	36125	4.41%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.2M	115439	4.37%	SOLE
6	AMAZON COM INC	COM	$4.5M	21607	3.15%	SOLE
7	VISA INC	COM CL A	$3.9M	12816	2.71%	SOLE
8	ETF SER SOLUTIONS	APTUS DRAWDOWN	$3.9M	77935	2.70%	SOLE
9	DIAMONDBACK ENERGY INC	COM	$3.6M	18347	2.54%	SOLE
10	APPLE INC	COM	$3.6M	14169	2.52%	SOLE
11	QUANTA SVCS INC	COM	$3.3M	6071	2.34%	SOLE
12	WALMART INC	COM	$3.2M	25623	2.23%	SOLE
13	SERVICENOW INC	COM	$3.1M	29916	2.19%	SOLE
14	JPMORGAN CHASE & CO	COM	$3.1M	10582	2.18%	SOLE
15	AMPHENOL CORP	CL A	$3.0M	23949	2.12%	SOLE
16	PROGRESSIVE CORP	COM	$2.9M	14769	2.05%	SOLE
17	AMERICAN TOWER CORP	COM	$2.9M	16608	2.01%	SOLE
18	CHEMED CORP NEW	COM	$2.8M	7535	1.99%	SOLE
19	COPART INC	COM	$2.8M	83945	1.95%	SOLE
20	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$2.8M	55286	1.95%	SOLE
21	BROADRIDGE FINL SOLUTIONS IN	COM	$2.7M	16792	1.91%	SOLE
22	ADVANCED MICRO DEVICES INC	COM	$2.7M	13277	1.89%	SOLE
23	ALPHABET INC	CAP STK CL A	$2.7M	9262	1.87%	SOLE
24	UBER TECHNOLOGIES INC	COM	$2.2M	30347	1.53%	SOLE
25	ETF SER SOLUTIONS	APTUS ENHANCED	$1.5M	68431	1.06%	SOLE
26	CROWDSTRIKE HLDGS INC	CL A	$1.4M	3671	1.00%	SOLE
27	NETFLIX INC.	COM	$1.4M	14346	0.97%	SOLE
28	SHOPIFY INC	CL A SUB VTG SHS	$1.4M	11429	0.95%	SOLE
29	ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	6569	0.91%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2700	0.91%	SOLE
31	TESLA INC	COM	$1.3M	3394	0.88%	SOLE
32	EXXON MOBIL CORP	COM	$1.3M	7415	0.88%	SOLE
33	INTUITIVE SURGICAL INC	COM NEW	$1.3M	2726	0.88%	SOLE
34	MOTOROLA SOLUTIONS INC	COM NEW	$1.2M	2836	0.86%	SOLE
35	META PLATFORMS INC	CL A	$1.2M	2132	0.85%	SOLE
36	NEXTERA ENERGY INC	COM	$1.1M	12227	0.80%	SOLE
37	ROPER TECHNOLOGIES INC	COM	$1.1M	3196	0.79%	SOLE
38	ELI LILLY & CO	COM	$1.1M	1225	0.79%	SOLE
39	SCHWAB CHARLES CORP	COM	$1.1M	11900	0.78%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	22058	0.78%	SOLE
41	BROADCOM INC	COM	$1.1M	3523	0.76%	SOLE
42	S&P GLOBAL INC	COM	$1.1M	2537	0.76%	SOLE
43	LINDE PLC	SHS	$1.1M	2176	0.76%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	14086	0.76%	SOLE
45	MASTERCARD INCORPORATED	CL A	$1.1M	2108	0.74%	SOLE
46	UNITEDHEALTH GROUP INC	COM	$1.0M	3868	0.73%	SOLE
47	THERMO FISHER SCIENTIFIC INC	COM	$1.0M	2125	0.73%	SOLE
48	PROCTER & GAMBLE CO	COM	$995K	6890	0.70%	SOLE
49	PULTE GROUP INC	COM	$986K	8383	0.69%	SOLE
50	STRYKER CORPORATION	COM	$972K	2957	0.68%	SOLE

1–50 of 86

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