LFA
STXF

Lauterbach Financial Advisors’s Strive 500 ETF STXF Stock Holding History

Lauterbach Financial Advisors’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
8,621
+1,209
+16% +$53K 0.18% 63
2025
Q4 		$327K Buy
7,412
+20
+0.3% +$875 0.16% 66
2025
Q3 		$319K Buy
7,392
+20
+0.3% +$830 0.16% 69
2025
Q2 		$295K Buy
7,372
+881
+14% +$32.5K 0.16% 66
2025
Q1 		$234K Buy
6,491
+705
+12% +$26.7K 0.15% 67
2024
Q4 		$219K Buy
+5,786
New +$220K 0.13% 68

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lauterbach Financial Advisors's STXF Position: Q1 2026 in Review

Lauterbach Financial Advisors increased its Strive 500 ETF (STXF) stake by 16% in Q1 2026, buying an estimated $53K and bringing the position to 8,621 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #63.

Lauterbach Financial Advisors first reported a position in STXF in Q4 2024 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Lauterbach Financial Advisors held 8,621 shares of Strive 500 ETF worth $362K as of Q1 2026.
  • Lauterbach Financial Advisors bought 1,209 Strive 500 ETF shares in Q1 2026, an estimated $53K.
  • Strive 500 ETF made up 0.18% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Lauterbach Financial Advisors first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.