Strathmore Capital Advisors, Inc. Portfolio Holdings

Strathmore Capital Advisors, Inc.

  • $244 Billion
  • Q3 2025

Strathmore Capital Advisors, Inc. has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 108 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 $44.7B, Dimensional ETF Tr with a value of $39B, Dimensional ETF Tr Core Fxd In with a value of $28.5B, Dimensional ETF Tr Natl Mun Bd with a value of $11.1B, and Dimensional ETF Trust with a value of $10.2B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $226B to 244B.

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 $244 Billion
ETFs: $142 Billion
Technology: $13.6 Billion
Consumer Cyclical: $6.55 Billion
Communication Services: $4.04 Billion
Financial Services: $3.92 Billion
Industrials: $3.05 Billion
Healthcare: $2.41 Billion
Real Estate: $2.32 Billion
Other: $4.13 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.17B
$226 Million 0.09% of portfolio
20,128
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $244 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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