Strathmore Capital Advisors, Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $41.4B, Dimensional ETF Tr with a value of $35.7B, Dimensional ETF Tr Core Fxd In with a value of $26.9B, Dimensional ETF Tr Natl Mun Bd with a value of $12.3B, and Dimensional ETF Trust with a value of $9.49B.

Examining the 13F form we can see an increase of $88.8B in the current position value, from $137B to 226B.

Strathmore Capital Advisors, Inc. is based out at Charlotte, NC

Below you can find more details about Strathmore Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $135 Billion
Technology: $11.6 Billion
Consumer Cyclical: $6.27 Billion
Financial Services: $3.79 Billion
Communication Services: $3.38 Billion
Industrials: $2.72 Billion
Healthcare: $2.32 Billion
Consumer Defensive: $2.08 Billion
Other: $2.51 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $226 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 63 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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