13F
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Stratos Wealth Advisors, LLC

13F equity value
$1.6B
Positions
609
Top 10 concentration
23.2%
Quarters / total new picks
28 / 640
13F equity value over time
$0M$1B$2B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned +5.9% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 64.3% of quarters (excess t = 1.27, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.1%
t-stat
1.27
Quarterly win rate
64%
Annualized excess
+12.0%
$1 → follow vs universe
$4.30 vs $2.10
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220331: universe 1.39920220630: universe 1.29620220930: universe 1.39220221231: universe 1.29320230331: universe 1.36220230630: universe 1.31320230930: universe 1.49120231231: universe 1.55720240331: universe 1.59220240630: universe 1.73720240930: universe 1.72220241231: universe 1.60720250331: universe 1.75220250630: universe 1.80720250930: universe 2.03220251231: universe 2.102 20190331: follow 1.01720190630: follow 1.01320190930: follow 1.09920191231: follow 1.08520200331: follow 1.56820200630: follow 1.73520200930: follow 2.36620201231: follow 2.55120210331: follow 2.63020210630: follow 2.82920210930: follow 2.65920211231: follow 2.27520220331: follow 2.29620220630: follow 2.44420220930: follow 2.55620221231: follow 2.51120230331: follow 2.68920230630: follow 2.94820230930: follow 3.27420231231: follow 3.32720240331: follow 3.15720240630: follow 3.56620240930: follow 3.45220241231: follow 3.53020250331: follow 3.93520250630: follow 3.97920250930: follow 4.11620251231: follow 4.305 0.84 2.75 4.65 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 609 · 2026 Q1

Ticker Value Weight QoQ
SPY $71M
4.4%
TRIM
AAPL $65M
4.0%
TRIM
NVDA $54M
3.3%
TRIM
SPTL $41M
2.5%
ADD
AMZN $30M
1.8%
TRIM
IBTH $29M
1.8%
ADD
META $23M
1.4%
TRIM
SCHG $22M
1.4%
ADD
MSFT $21M
1.3%
HOLD
GOOGL $21M
1.3%
TRIM
SH $19M
1.2%
ADD
GOOG $19M
1.2%
TRIM
GLD $18M
1.1%
HOLD
VT $17M
1.1%
ADD
JPM $16M
1.0%
ADD
IWM $16M
1.0%
HOLD
QQQ $16M
1.0%
TRIM
RSP $15M
0.9%
HOLD
VO $15M
0.9%
TRIM
VTI $14M
0.9%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AVUVBNDXBTCCGMMCGMUDDMBSDXCMEMEFDTFMNBFYCGDGDECGDXJGFEBGMARGPIXGVALHOODIBTIIGVIJANIYMJAJLJMSTMFDXMIAXMRVLNEOG

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.