Lauer Wealth
ASST icon

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
Q3 		$343K Sell
12,145
-3,080
-20% -$57.2K 0.21% 60
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

CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
REX Advisers
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Lauer Wealth's ASST Position: Q3 2026 in Review

Lauer Wealth reduced its Strive Inc (ASST) stake by 20% in Q3 2026, selling an estimated $57.2K and leaving 12,145 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #60.

Lauer Wealth first reported a position in ASST in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • Lauer Wealth held 12,145 shares of Strive Inc worth $343K as of Q3 2026.
  • Lauer Wealth sold 3,080 Strive Inc shares in Q3 2026, an estimated $57.2K.
  • Strive Inc made up 0.21% of Lauer Wealth's portfolio in Q3 2026, its #60 holding.
  • Lauer Wealth first reported a position in Strive Inc in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.