Strong Retirement Solutions Llc Buys ETFs and Tech Stocks in Q2 2026
Strong Retirement Solutions Llc significantly increased its holdings of tax-managed and international equity funds while reducing exposure to Visa stock, according to the latest filing dated June 30th.
On Strong Retirement Solutions Llc's most recent reporting date of June 30, 2026, the investment firm demonstrated active management by both increasing and decreasing its portfolio positions. The entity's total assets under management stood at $165 million as of that date.
Significant Increases in ETF Holdings
Strong Retirement Solutions Llc significantly boosted its allocation to exchange-traded funds (ETFs) during the quarter. The firm notably increased shares in ACIO ETF SER SOLUTIONS, raising its portfolio weight by 4.42 percentage points, and similarly expanded positions in both VWO VANGUARD INTL EQUITY INDEX FUND (9.19 p.p.) and VEA VANGUARD TAX-MANAGED FDS (9.24 p.p.). These substantial additions to the firm's holdings suggest a continued focus on diversified, tax-efficient investment strategies.
Purchasing Debt Funds and New ETF Units
Beyond broadening its ETF exposure, Strong Retirement Solutions Llc also invested in specific fixed-income solutions. The entity purchased shares of the DSU BLACKROCK DEBT STRATEGIES FD, a BlackRock fund, and established new positions through units like IDUB (ETF SER SOLUTIONS) and DUBS (another ETF SER SOLUTIONS). These moves indicate targeted allocation within the fixed-income space.
Notable Tech Acquisition: Broadcom Inc
In addition to its core holdings in Technology sector stocks, Strong Retirement Solutions Llc made a significant purchase of individual tech company stock. The firm substantially increased its stake in AVGO (Broadcom Inc), raising the portfolio allocation for this position by an impressive 269.34 percentage points through share growth alone.
Selling Individual Tech Stock: Broadridge Financial Solutions
Conversely, Strong Retirement Solutions Llc divested a substantial portion of its portfolio during the quarter. The firm sold shares in BR (Broadridge Financial Solutions Inc), reducing this position significantly by 57.89 percentage points.
Exiting Corporate Bonds and ETFs
The investor also exited positions in corporate bond funds, selling FSCO (FS Credit Opportunities Corp) entirely, which represented a -30.27% change from the previous period. Furthermore, the firm completely closed out its position in JPST (J P Morgan Exchange Traded Fund), resulting in an 81.86% reduction.
Overall Portfolio Activity
Strong Retirement Solutions Llc's portfolio shows active management with changes occurring across various asset classes and sectors during Q2 2026. The entity holds a total of 79 positions, ranging from large-cap ETFs to individual tech stocks like AVGO (Nasdaq:AVGO). While the firm maintains significant exposure in Technology and Unknown sectors, it also allocates funds to Financial Services, Healthcare, Consumer Cyclical, Industrials, Communication Services, Energy, Consumer Defensive, and Real Estate. The filing indicates both strategic buying and selling activities.