Stratos Investment Management, LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$2.5B
Holdings
370
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 4.06M shares)
6.5%
02
$ITOT
ISHARES TR
Q1 2026: Exited (was 1.02M shares)
5.9%
03
$SMTH
ALPS ETF TR
Q1 2026: Exited (was 3.26M shares)
3.5%
04
$DFCF
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.92M shares)
3.4%
05
$DGRW
WISDOMTREE TR
Q1 2026: Exited (was 926.2k shares)
3.3%
06
$RECS
COLUMBIA ETF TR I
Q1 2026: Exited (was 2.08M shares)
3.3%
07
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 1.05M shares)
2.5%
08
$SPAB
SPDR SERIES TRUST
Q1 2026: Exited (was 2.15M shares)
2.3%
09
$IGEB
ISHARES TR
Q1 2026: Exited (was 1.14M shares)
2.1%
10
$MFDX
PIMCO EQUITY SER
Q1 2026: Exited (was 1.29M shares)
2.1%
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 07:50 UTC.