Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DROMS STRAUSS ADVISORS INC /MO/ /ADV (CIK 1053292) reported $382.6M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($53.7M, 14.02%), GSLC ($47.1M, 12.31%), IVE ($27.4M, 7.16%), IVW ($25.7M, 6.73%), VTV ($23.4M, 6.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.7M | 14.02% | 82,134 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $47.1M | 12.31% | 376,239 | Trimmed |
| 3 | IVE | ISHARES TR | $27.4M | 7.16% | 129,776 | Trimmed |
| 4 | IVW | ISHARES TR | $25.7M | 6.73% | 227,585 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $23.4M | 6.11% | 119,053 | Added |
| 6 | IWO | ISHARES TR | $21.5M | 5.62% | 68,531 | Added |
| 7 | QQQ | INVESCO QQQ TR | $17.8M | 4.65% | 30,845 | Trimmed |
| 8 | DBEF | DBX ETF TR | $15.6M | 4.06% | 314,782 | New |
| 9 | SCHE | SCHWAB STRATEGIC TR | $14.3M | 3.74% | 433,989 | Trimmed |
| 10 | FNDE | SCHWAB STRATEGIC TR | $13.4M | 3.50% | 349,937 | Trimmed |
| 11 | HIMU | BLACKROCK ETF TRUST II | $8.5M | 2.22% | 176,755 | Added |
| 12 | SCHX | SCHWAB STRATEGIC TR | $6.9M | 1.82% | 270,923 | Added |
| 13 | IWN | ISHARES TR | $6.7M | 1.75% | 35,235 | Added |
| 14 | AMAT | APPLIED MATLS INC | $6.1M | 1.59% | 17,820 | Hold |
| 15 | IBDV | ISHARES TR | $5.6M | 1.46% | 255,349 | Added |
| 16 | IBTJ | ISHARES TR | $5.5M | 1.44% | 236,137 | New |
| 17 | IBDT | ISHARES TR | $5.4M | 1.42% | 213,777 | Added |
| 18 | IBDS | ISHARES TR | $5.3M | 1.40% | 220,259 | Trimmed |
| 19 | IBDW | ISHARES TR | $5.2M | 1.36% | 249,171 | Added |
| 20 | FNDX | SCHWAB STRATEGIC TR | $4.8M | 1.27% | 174,000 | Trimmed |
| 21 | TSLA | TESLA INC | $4.5M | 1.18% | 12,122 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $4.5M | 1.17% | 10,279 | Trimmed |
| 23 | PDN | INVESCO EXCH TRADED FD TR II | $4.4M | 1.14% | 100,709 | Trimmed |
| 24 | EFV | ISHARES TR | $3.6M | 0.95% | 48,749 | Trimmed |
| 25 | AAPL | APPLE INC | $3.0M | 0.78% | 11,806 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31