account_balance
Investment manager · 13F filer · SEC CIK 1843578
Strategic Equity Management
Reported value$116Mas of Sep 30, 2026
Positions38 2 new, 29 sold out
Top 10 weight68.0%ITOT alone is 9%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
9.3%Trimmed −53%
PTLNorthern LTS Fd Tr IV
9.1%Trimmed −52%
ESUMStrategy SHS
8.5%Trimmed −40%
SPYSPDR S&P 500 ETF Trust
7.4%Trimmed −65%
VVVanguard Index FDS
7.3%Trimmed −64%
IWViShares Tr
6.7%Trimmed −66%
IWLiShares Tr
5.3%Trimmed −3%
IWOiShares Tr
5.0%New
IWNiShares Tr
5.0%Trimmed −62%
EEMiShares Tr
4.4%Trimmed −66%
IWMiShares Tr
4.3%Trimmed −61%
ESSCStrategy SHS
4.2%Trimmed −57%
ITOTiShares Tr
9.3%−53%
PTLNorthern LTS Fd Tr IV
9.1%−52%
ESUMStrategy SHS
8.5%
SPYSPDR S&P 500 ETF Trust
7.4%
VVVanguard Index FDS
7.3%
IWViShares Tr
6.7%−66%
IWLiShares Tr
5.3%
IWOiShares Tr
5.0%
IWNiShares Tr
5.0%
EEM4.4%
IWM4.3%
ESSC4.2%
Boxes 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
ITOT iShares Tr 9.3% Trimmed −53%
PTL Northern LTS Fd Tr IV 9.1% Trimmed −52%
ESUM Strategy SHS 8.5% Trimmed −40%
SPY SPDR S&P 500 ETF Trust 7.4% Trimmed −65%VV Vanguard Index FDS 7.3% Trimmed −64%
IWV iShares Tr 6.7% Trimmed −66%
IWL iShares Tr 5.3% Trimmed −3%
IWO iShares Tr 5.0% New
IWN iShares Tr 5.0% Trimmed −62%
EEM iShares Tr 4.4% Trimmed −66%
IWM iShares Tr 4.3% Trimmed −61%
ESSC Strategy SHS 4.2% Trimmed −57%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IWO $5.81M
- XLV $1.67M
arrow_upwardAdded
None
arrow_downwardTrimmed
- FDLS −96%
- VTV −92%
- BLES −80%
- PRAY −80%
remove_circleSold out
- VUG $3.25M
- GOOG $1.31M
- COWZ $1.31M
- VTI $1.26M
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