Stratos Wealth Advisors, LLC
All 13F Filings
- Location
- Beachwood, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,629,242
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 609 | 1,629,242 | 13F-HR | Stratos Wealth Advisors, LLC |
| Q4 2025 | 1/20/2026 | 655 | 2,070,908 | 13F-HR | Stratos Wealth Advisors, LLC |
| Q3 2025 | 11/6/2025 | 677 | 2,080,624 | 13F-HR | Stratos Wealth Advisors, LLC |
| Q2 2025 | 7/29/2025 | 669 | 1,895,506 | 13F-HR | Stratos Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 736.6 K | 45.2% | 0 | 855.9 K | -855.9 K |
| ETFs | 842.1 K | 51.7% | 421.1 K | 0 | 421.1 K |
| Debt | 50.6 K | 3.1% | 0 | 6.85 K | -6.85 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
1,629,242
Holdings
609
QoQ value change ($000)
-441,666
(-21.3%)
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.