Strategic Financial Group
Latest statistics and disclosures from Strategic Financial Group's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002131286
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Portfolio Holdings for Strategic Financial Group
Strategic Financial Group holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 18.0 | $17M | 176k | 99.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 14.5 | $14M | 24k | 597.55 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 14.3 | $14M | 672k | 20.59 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.5 | $11M | 19k | 577.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 9.9 | $9.7M | 101k | 95.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 7.5 | $7.3M | 34k | 215.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $5.5M | 17k | 320.81 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 4.3 | $4.1M | 90k | 45.89 |
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| Spdr Series Trust State Street Spd (SPHY) | 3.9 | $3.8M | 162k | 23.32 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 3.2 | $3.1M | 51k | 61.26 |
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| Vanguard Index Fds Value Etf (VTV) | 2.9 | $2.9M | 15k | 196.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $1.1M | 5.3k | 217.25 |
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| DTE Energy Company (DTE) | 1.1 | $1.1M | 7.6k | 146.22 |
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| Dt Midstream Common Stock (DTM) | 0.5 | $508k | 3.8k | 134.67 |
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| Apple (AAPL) | 0.5 | $475k | 1.9k | 253.79 |
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| Chevron Corporation (CVX) | 0.4 | $398k | 1.9k | 206.90 |
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| Wal-Mart Stores (WMT) | 0.3 | $283k | 2.3k | 124.28 |
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| Caterpillar (CAT) | 0.3 | $269k | 380.00 | 708.46 |
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Past Filings by Strategic Financial Group
SEC 13F filings are viewable for Strategic Financial Group going back to 2026
- Strategic Financial Group 2026 Q1 filed April 29, 2026