Financial Strategies Group, Inc.: 13F holdings

CIK 17743432026Q2

Positions100
Reported value$627.6m
Filed2026-08-11

Change since last quarter

Positions100 (-1 vs prior quarter)
Reported value$627.6m (+5.0%)

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SERIES TRUST779,808$70.9m11.3%
SPAB SPDR SERIES TRUST2,113,953$53.3m8.5%
FENI FIDELITY COVINGTON TRUST1,245,191$50.0m8.0%
FBND FIDELITY MERRIMACK STR TR668,475$30.1m4.8%
FNDX SCHWAB STRATEGIC TR942,592$29.8m4.7%
SPMD SPDR SERIES TRUST442,361$29.4m4.7%
SLYV SPDR SERIES TRUST188,300$20.6m3.3%
AVEM AMERICAN CENTY ETF TR215,692$19.8m3.2%
SPEM SPDR INDEX SHS FDS327,729$16.8m2.7%
PSFF PACER FDS TR456,621$15.7m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1774343")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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