Strategic Financial Group, LLC: 13F holdings
CIK 21312862026Q2
| Positions | 19 |
|---|
| Reported value | $104.4m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 19 (+1 vs prior quarter) |
|---|
| Reported value | $104.4m (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 176,302 | $17.5m | 16.7% |
| VOO VANGUARD INDEX FDS | 23,462 | $16.1m | 15.4% |
| QQQ INVESCO QQQ TR | 19,377 | $14.3m | 13.7% |
| BSCW INVESCO EXCH TRD SLF IDX FD | 678,051 | $13.9m | 13.3% |
| IEF ISHARES TR | 101,172 | $9.6m | 9.2% |
| VIG VANGUARD SPECIALIZED FUNDS | 34,289 | $8.1m | 7.8% |
| VTI VANGUARD INDEX FDS | 17,120 | $6.3m | 6.1% |
| XLU SELECT SECTOR SPDR TR | 90,744 | $4.1m | 3.9% |
| SPHY SPDR SERIES TRUST | 164,163 | $3.8m | 3.7% |
| VTV VANGUARD INDEX FDS | 14,750 | $3.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2131286")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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