Stratos Wealth Advisors, LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.6ptsvs SPY
Invested
$1.6B
Holdings
608
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 95.6% (113.1k → 5.0k shares)
4.4%
02
$AAPL
APPLE INC
Q1 2026: Sold 51.2% (265.2k → 129.4k shares)
4.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 28.7% (332.1k → 236.7k shares)
3.3%
04
$SPTL
SPDR SERIES TRUST
Q1 2026: Exited (was 1.50M shares)
2.5%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 21.4% (153.3k → 120.5k shares)
1.8%
06
$IBTH
ISHARES TR
Q1 2026: Exited (was 802.5k shares)
1.8%
07
$META
META PLATFORMS INC
Q1 2026: Sold 38.7% (44.2k → 27.1k shares)
1.4%
08
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Sold 98.4% (729.8k → 11.5k shares)
1.4%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +71.9% (56.0k → 96.3k shares)
1.3%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +41.8% (74.4k → 105.4k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.