Strive Financial Group ,LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 230,140
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 854 | 230,140 | 13F-HR/A - RESTATEMENT | Strive Financial Group ,LLC |
| Q2 2026 | 8/4/2026 | 889 | 230,569 | 13F-HR | Strive Financial Group ,LLC |
| Q1 2026 | 5/15/2026 | 762 | 188,557 | 13F-HR | Strive Financial Group ,LLC |
| Q4 2025 | 5/15/2026 | 729 | 189,041 | 13F-HR/A - RESTATEMENT | Strive Financial Group ,LLC |
| Q4 2025 | 2/18/2026 | 824 | 201,940 | 13F-HR | Strive Financial Group ,LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
13
(0.0% of total reported value)
· QoQ Δ:
-421
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.13 K | 41.8% | 0 | 20.09 K | -20.09 K |
| ETFs | 134 K | 58.2% | 62.1 K | 0 | 62.1 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
230,140
Holdings
854
QoQ value change ($000)
41,583
(22.1%)
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.