13F Insight
DOSSIER · 13F-HR · Q1 2026

Stratos Wealth Advisors, LLC

Stratos Wealth's family office based in Boston, MA — $1.6B in tracked AUM across 609 positions as of Q1 2026.

SW
Stratos Wealth·Boston, MA·Family Office
CIK 0001707202 · last filed Mar 31, 2026
Total AUM
$1.6B
▼ 11.0%
vs prior
Holdings
609
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Stratos Wealth Advisors, 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
SPY
STATE STR SPDR S&P 500 ETF T
$71M110K4.4%
02
AAPL
APPLE INC
$65M255K4.0%
03
NVDA
NVIDIA CORPORATION
$54M311K3.3%
04
SPTL
SPDR SERIES TRUST
$41M1.6M2.5%
05
AMZN
AMAZON COM INC
$30M143K1.8%
06
IBTH
ISHARES TR
$29M1.3M1.8%
07
META
META PLATFORMS INC
$23M41K1.4%
08
SCHG
SCHWAB STRATEGIC TR
$22M758K1.4%
09
MSFT
MICROSOFT CORP
$21M57K1.3%
10
GOOGL
ALPHABET INC
$21M72K1.3%

Filing history

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