JT Stratford LLC
CIK 1689013 · Holdings on Sep 30, 2025 · First reported Nov 12, 2025
Top ten holdings
Q3 2025- IWB7.01%
- AGG4.04%
- VIG3.90%
- NVDA3.75%
- SPDW3.30%
- QQQ2.68%
- IUSB2.25%
- GOOGL2.08%
- AAPL2.00%
- VCIT1.98%
Share classes counted separately32.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight decreased · -2.57 pp6.61% → 4.04%Shares -139.70K (-31.72%)
- IUSBWeight increased · +1.86 pp0.39% → 2.25%Shares +304.41K (+552.79%)
- BINCWeight increased · +1.21 pp0.10% → 1.31%Shares +171.03K (+1325.44%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $52.35M | 7.01% | 143.24K shares | 6.81% → 7.01%+0.20 pp +10.67K (+8.05%) | Added | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $30.15M | 4.04% | 300.72K shares | 6.61% → 4.04%-2.57 pp -139.70K (-31.72%) | Reduced | ↗▾ |
| 03 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $29.11M | 3.90% | 134.92K shares | 3.84% → 3.90%+0.06 pp +10.88K (+8.77%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $28.01M | 3.75% | 150.15K shares | 3.54% → 3.75%+0.21 pp +1.91K (+1.29%) | Added | ↗▾ |
| 05 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $24.66M | 3.30% | 576.28K shares | 3.29% → 3.30%+0.01 pp +38.73K (+7.20%) | Added | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $19.99M | 2.68% | 33.30K shares | 2.55% → 2.68%+0.13 pp +2.73K (+8.94%) | Added | ↗▾ |
| 07 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $16.79M | 2.25% | 359.47K shares | 0.39% → 2.25%+1.86 pp +304.41K (+552.79%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $15.54M | 2.08% | 63.94K shares | 1.64% → 2.08%+0.44 pp +2.57K (+4.19%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $14.94M | 2.00% | 58.67K shares | 1.68% → 2.00%+0.32 pp +4.67K (+8.65%) | Added | ↗▾ |
| 10 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $14.82M | 1.98% | 176.16K shares | 2.84% → 1.98%-0.86 pp -50.39K (-22.24%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGSB ISHARES 1-5Y INV GRADE CORP | Non-derivative | -102,236 | -$5.39M | SEC filing ↗ | SEC filing ↗ |
| JUCY APTUS ENHANCED YIELD ETF | Non-derivative | -192,355 | -$4.28M | SEC filing ↗ | SEC filing ↗ |
| OPRA OPERA LTD-ADR | Non-derivative | -138,280 | -$2.61M | SEC filing ↗ | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1689013 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 746705485
}Research all 305 reported holdings.
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