JT Stratford LLC
•CIK: 1689013•Filing: Q4 2025
**JT Stratford LLC** manages $779M across a diversified portfolio of 299 positions. The fund exhibits significant concentration in sector-specific and broad market ETFs, notably holding IWB at $52.0M and IUSB at $38.2M. Key equity allocations include substantial positions in NVDA ($28.4M), GOOGL ($19.8M), and AAPL ($16.3M). This structure suggests a tactical approach balancing thematic exposure with established mega-cap technology names.
Total AUM
$778.9M
QoQ Performance
+4.3%
Positions
215
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IWB
IWB6.7%
IUSB4.9%
NVDA3.6%
NDQ3.1%
VIG2.8%
GOOGL2.5%
SPDW2.3%
DYNF2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.2%
Technology14.6%
Consumer5.7%
Healthcare3.7%
Financial3.6%
ETF2.0%
Communication0.6%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+116 more exited positions
Changes from Q3 2025
NEW16 new positions
↑107 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023