Strategic Financial Partners, Ltd.: 13F holdings
CIK 20279212026Q2
| Positions | 88 |
|---|
| Reported value | $265.1m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 88 (+7 vs prior quarter) |
|---|
| Reported value | $265.1m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 536,722 | $47.2m | 17.8% |
| SPYV SPDR SERIES TRUST | 413,615 | $25.1m | 9.5% |
| VONG VANGUARD SCOTTSDALE FDS | 114,087 | $14.6m | 5.5% |
| EWU SPDR INDEX SHS FDS | 238,507 | $12.0m | 4.5% |
| QQQ INVESCO QQQ TR | 15,670 | $11.5m | 4.4% |
| AGG ISHARES TR | 103,542 | $10.2m | 3.9% |
| IJR ISHARES TR | 51,548 | $7.6m | 2.9% |
| IWR ISHARES TR | 66,112 | $7.3m | 2.8% |
| VUG VANGUARD INDEX FDS | 71,734 | $6.2m | 2.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 72,289 | $6.0m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2027921")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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