Stratos Wealth Partners, LTD.
All 13F Filings
- Location
- Beachwood, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,845,870
- Description
- Beachwood Ohio based fiduciary portfolio advisory practice with an international corporate framework and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and cross border allocation discipline for planning centered advisory portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through portfolio design accountability and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 1,584 | 8,845,870 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q3 2025 | 11/6/2025 | 1,546 | 8,479,863 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2025 | 7/29/2025 | 1,418 | 7,399,668 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q1 2025 | 4/30/2025 | 1,361 | 6,571,046 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q4 2024 | 1/27/2025 | 1,451 | 7,083,383 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q3 2024 | 10/17/2024 | 1,441 | 6,926,315 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2024 | 7/24/2024 | 1,372 | 6,247,653 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q1 2024 | 4/16/2024 | 1,380 | 6,032,773 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q4 2023 | 1/24/2024 | 1,372 | 5,362,217 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q3 2023 | 10/24/2023 | 1,281 | 4,644,870 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2023 | 7/18/2023 | 1,193 | 4,415,091 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q1 2023 | 4/27/2023 | 1,126 | 3,751,146 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q4 2022 | 1/19/2023 | 1,136 | 3,952,009 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q3 2022 | 10/24/2022 | 1,118 | 3,581,365 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2022 | 7/22/2022 | 1,189 | 3,967,562 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q1 2022 | 4/26/2022 | 1,265 | 4,475,744 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q4 2021 | 1/14/2022 | 1,253 | 4,517,218 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q3 2021 | 10/19/2021 | 1,183 | 3,928,243 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2021 | 7/19/2021 | 1,189 | 4,016,468 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q1 2021 | 4/27/2021 | 1,117 | 3,613,099 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q4 2020 | 1/29/2021 | 1,076 | 3,367,893 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q3 2020 | 10/29/2020 | 1,018 | 3,046,490 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2020 | 7/28/2020 | 997 | 2,807,366 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q1 2020 | 5/4/2020 | 920 | 2,181,697 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q4 2019 | 1/29/2020 | 980 | 2,546,557 | 13F-HR | Stratos Wealth Partners, LTD. |
| Q2 2014 | 7/17/2014 | 315 | 299,843 | 13F-HR/A - RESTATEMENT | Stratos Wealth Partners, LTD. |
| Q2 2014 | 7/16/2014 | 174 | 348,725 | 13F-HR | Stratos Wealth Partners, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.65 M | 75.2% | 253.1 K | 0 | 253.1 K |
| ETFs | 2.008 M | 22.7% | 118.2 K | 0 | 118.2 K |
| Debt | 168.7 K | 1.9% | 0 | 10.9 K | -10.9 K |
| Other | 16.75 K | 0.2% | 5.533 K | 0 | 5.533 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
8,845,870
Holdings
1584
QoQ value change ($000)
366,007
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.