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Amanda S Bruner

Jt Stratford Llc

Assets Managed
$785.562M
Holdings
297
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
0.86%(2Q avg: 2.59%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jt Stratford Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 297 positions.

Assets under management

The assets under management (AUM) of Jt Stratford Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 785.562M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Amanda S Bruner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 0.5%
6.36%
$49.918M
140,000 shares@ $356.57 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -10.09%
4.35%
$34.103M
738,320 shares@ $46.2 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.37%
3.24%
$25.421M
145,765 shares@ $174.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 9.47%
3.21%
$25.198M
43,658 shares@ $577.18 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 24.25%
2.9%
$22.706M
497,402 shares@ $45.65 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.35%
2.75%
$21.575M
100,322 shares@ $215.07 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 7.65%
2.28%
$17.855M
306,893 shares@ $58.19 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.83%
2.23%
$17.45M
60,683 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.34%
1.88%
$14.701M
57,925 shares@ $253.79 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -8.57%
1.86%
$14.582M
59,656 shares@ $244.45 avg price

1-10 of 297