DOSSIER · 13F-HR · Q1 2026

JT Stratford LLC

JT Stratford's holding co. based in Omaha, NE $786M in tracked AUM across 297 positions as of Q1 2026.

JS
JT Stratford·Omaha, NE·Holding Co.
CIK 0001689013 · last filed Mar 31, 2026
Total AUM
$786M
1.3%
vs prior
Holdings
297
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

JT Stratford LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWB
ISHARES TR
$50M140K6.4%
02
IUSB
ISHARES TR
$34M738K4.3%
03
NVDA
NVIDIA CORPORATION
$25M146K3.2%
04
QQQ
INVESCO QQQ TR
$25M44K3.2%
05
SPDW
SPDR INDEX SHS FDS
$23M497K2.9%
06
VIG
VANGUARD SPECIALIZED FUNDS
$22M100K2.7%
07
DYNF
BLACKROCK ETF TRUST
$18M307K2.3%
08
GOOGL
ALPHABET INC
$17M61K2.2%
09
AAPL
APPLE INC
$15M58K1.9%
10
JNJ
JOHNSON & JOHNSON
$15M60K1.9%

Filing history

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