account_balance
Investment manager · 13F filer · SEC CIK 1774343
Financial Strategies Group, Inc.
Reported value$654Mas of Sep 30, 2026
Positions104 8 new, 4 sold out
Top 10 weight52.9%SPTM alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
11.3%Added +3%
SPABSPDR Series Trust
8.4%Added +5%
FENIFidelity Covington Trust
7.9%Added +5%
FBNDFidelity Merrimack STR Tr
4.9%Added +8%
FNDXSchwab Strategic Tr
4.8%Added +2%
SPMDSPDR Series Trust
4.5%Added +4%
SLYVSPDR Series Trust
3.1%Added +4%
AVEMAmerican Centy ETF Tr
2.8%Trimmed −2%
SPEMSPDR Index SHS FDS
2.6%+4%
PGRProgressive Corp
2.6%+5%
PSFFPacer FDS Tr
2.6%+5%
BRK-BBerkshire Hathaway Inc
2.5%+4%
SPTMSPDR Series Trust
11.3%Added +3%
SPABSPDR Series Trust
8.4%Added +5%
FENIFidelity Covington Trust
7.9%
FBNDFidelity Merrimack STR Tr
4.9%
FNDXSchwab Strategic Tr
4.8%+2%
SPMDSPDR Series Trust
4.5%
SLYVSPDR Series Trust
3.1%
AVEMAmerican Centy ETF Tr
2.8%
SPEM2.6%
PGR2.6%PSFF2.6%
BRK-BBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM SPDR Series Trust 11.3% Added +3%
SPAB SPDR Series Trust 8.4% Added +5%
FENI Fidelity Covington Trust 7.9% Added +5%
FBND Fidelity Merrimack STR Tr 4.9% Added +8%
FNDX Schwab Strategic Tr 4.8% Added +2%
SPMD SPDR Series Trust 4.5% Added +4%
SLYV SPDR Series Trust 3.1% Added +4%
AVEM American Centy ETF Tr 2.8% Trimmed −2%
SPEM SPDR Index SHS FDS 2.6% Added +4%
PGR Progressive Corp 2.6% Added +5%PSFF Pacer FDS Tr 2.6% Added +5%
BRK-B Berkshire Hathaway Inc 2.5% Added +4%What changed
Biggest moves since Jun 30, 2026
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