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Lauer Wealth’s Strive Inc ASST Stock Holding History

Lauer Wealth’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$189K Buy
+15,225
New +$225K 0.11% 70
2026
Q1 		– Sell
-5,000
Closed -$101K – 69
2025
Q4 		$101K Buy
+5,000
New +$119K 0.08% 59

Other funds holding ASST

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Lauer Wealth's ASST Position: Q2 2026 in Review

Lauer Wealth opened a new position in Strive Inc (ASST) in Q2 2026: 15,225 shares worth $189K. The stake represents 0.11% of the portfolio and ranks #70 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in ASST as recently as Q4 2025.

Lauer Wealth first reported a position in ASST in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • Lauer Wealth held 15,225 shares of Strive Inc worth $189K as of Q2 2026.
  • Strive Inc was a new Lauer Wealth position in Q2 2026.
  • Strive Inc made up 0.11% of Lauer Wealth's portfolio in Q2 2026, its #70 holding.
  • Lauer Wealth first reported a position in Strive Inc in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.