JT Stratford LLC

CIK: 0001689013Latest portfolio: $778.9M · Q4 2025

Holdings

299

Total Value

$778.9M

New Positions

30

Closed Positions

37

#StockSharesValue% PortfolioChangeType
1
IWBISHARES TR
139,310$52.0M6.68%-3,931
2
IUSBISHARES TR
821,240$38.2M4.91%+462K
3
NVDANVIDIA CORPORATION
152,432$28.4M3.65%+2K
4
NDQINVESCO QQQ TR
39,884$24.5M3.15%+7K
5
VIGVANGUARD SPECIALIZED FUNDS
100,677$22.1M2.84%-34,245
6
GOOGLALPHABET INC
63,105$19.8M2.54%-835
7
SPDWSPDR INDEX SHS FDS
400,327$17.8M2.28%-175,954
8
DYNFBLACKROCK ETF TRUST
285,099$17.3M2.23%+256K
9
AAPLAPPLE INC
59,932$16.3M2.09%+1K
10
AMZNAMAZON COM INC
63,716$14.7M1.89%+3K
11
MSFTMICROSOFT CORP
28,684$13.9M1.78%+452
12
JNJJOHNSON & JOHNSON
65,250$13.5M1.73%+6K
13
BINCBLACKROCK ETF TRUST II
254,719$13.4M1.73%+71K
14
TSLATESLA INC
27,487$12.4M1.59%+30
15
METAMETA PLATFORMS INC
17,786$11.7M1.51%+324
16
EMGFISHARES INC
191,796$11.1M1.42%NEW
17
AGGISHARES TR
107,421$10.7M1.38%-193,296
18
MBBISHARES TR
106,330$10.1M1.30%+55K
19
JPMJPMORGAN CHASE & CO.
30,272$9.8M1.25%+6K
20
IVVISHARES TR
14,202$9.7M1.25%+3K
21
VCITVANGUARD SCOTTSDALE FDS
115,941$9.7M1.25%-60,217
22
BILSPDR SERIES TRUST
104,742$9.6M1.23%-13,929
23
WMTWALMART INC
75,872$8.5M1.09%+9K
24
PLTRPALANTIR TECHNOLOGIES INC
39,212$7.0M0.89%-1,738
25
BAIBLACKROCK ETF TRUST
192,382$6.4M0.82%+174K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IUSB821K+462K
BAI192K+174K
LUMN411K+74K
BINC255K+71K
PCT76K+48K
IEMG33K+20K
SOUN62K+20K
SCYB87K+18K
SPIB65K+16K
DDTO49K+13K

Decreased Positions

NameSharesChange
AGG107K-193296
SPDW400K-175954
AQLT236K-85710
IJR18K-79976
VCIT116K-60217
SPAB136K-55128
BIP35K-39229
VIG101K-34245
GSAT39K-34140
VEA56K-33259

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.842816293138717e+139T)
Industrials0.0% ($3.314228321712022e+73T)
Healthcare0.0% ($1.350347524159223e+45T)
Consumer Cyclical0.0% ($1.4706123612320172e+40T)
Unknown0.0% ($2.4501543737552396e+39T)
Communication Services0.0% ($1.975111740394432e+32T)
Consumer Defensive0.0% ($8.452206819241573e+25T)
Energy0.0% ($289511841021723475968.0T)
Utilities0.0% ($176414761.2T)
Basic Materials0.0% ($21962.1T)
Real Estate0.0% ($364K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$778.9M299
Q3 2025Nov 12, 2025$746.7B305
Q2 2025Aug 13, 2025$660.8B0
Q1 2025May 14, 2025$565.6B276
Q4 2024Feb 18, 2025$608.3B291

Fund Information

CIK0001689013
Most Recent FilingFeb 12, 2026
Number of Filings5

JT Stratford LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $778.9M across 299 holdings. The largest position is ISHARES TR (IWB), representing 6.7% of the portfolio. Compared to the previous quarter, the fund opened 31 new positions and closed 37 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.