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Joseph Hillman

Strive Financial Group ,llc

Assets Managed
$188.557M
Holdings
723
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-6.62%(2Q avg: -3.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strive Financial Group ,llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 723 positions.

Assets under management

The assets under management (AUM) of Strive Financial Group ,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 188.557M in assets, with a quarterly growth rate of -6.62% and a 2-quarter average growth rate of -3.31%. The portfolio is managed by Joseph Hillman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 17.36%
5.69%
$10.727M
17,951 shares@ $597.58 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.77%
5.68%
$10.696M↑ Call
37,285 shares@ $286.88 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 20.71%
4.07%
$7.664M
84,656 shares@ $90.54 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 5.47%
3.91%
$7.369M
25,660 shares@ $287.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.14%
3.16%
$5.957M↑ Call
33,804 shares@ $176.23 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.81%
2.88%
$5.428M
21,389 shares@ $253.78 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.26%
2.49%
$4.682M↑ Call
12,654 shares@ $370.01 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -2.21%
2.37%
$4.454M
7,784 shares@ $572.2 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.88%
2.36%
$4.432M↑ Call
21,277 shares@ $208.31 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.95%
2.17%
$4.081M
14,191 shares@ $287.58 avg price

1-10 of 723