account_balance
Investment manager · 13F filer · SEC CIK 2131286
Strategic Financial Group, LLC
Reported value$103Mas of Sep 30, 2026
Positions20 1 new, 0 sold out
Top 10 weight89.8%VOO alone is 16%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
15.8%
AGGiShares Tr
13.9%Trimmed −14%
QQQInvesco QQQ Tr
13.6%
BSCWInvesco Exch TRD SLF Idx Fd
13.2%Added +3%
IEFiShares Tr
8.8%
SPHYSPDR Series Trust
6.5%Added +80%
VTIVanguard Index FDS
6.2%
VIGVanguard Specialized Funds
4.8%Trimmed −37%
XLUSelect Sector SPDR Tr
3.7%
SMHVaneck ETF Trust
3.3%
VTVVanguard Index FDS
3.1%
XLESelect Sector SPDR Tr
2.8%
VOOVanguard Index FDS
15.8%
AGGiShares Tr
13.9%Trimmed −14%
QQQInvesco QQQ Tr
13.6%
BSCWInvesco Exch TRD SLF Idx Fd
13.2%Added +3%
IEFiShares Tr
8.8%
SPHYSPDR Series Trust
6.5%
VTIVanguard Index FDS
6.2%
VIGVanguard Specialized Funds
4.8%
XLU3.7%
SMH
VTV
XLE
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
VOO Vanguard Index FDS 15.8% Held
AGG iShares Tr 13.9% Trimmed −14%
QQQ Invesco QQQ Tr 13.6% Held
BSCW Invesco Exch TRD SLF Idx Fd 13.2% Added +3%
IEF iShares Tr 8.8% Held
SPHY SPDR Series Trust 6.5% Added +80%
VTI Vanguard Index FDS 6.2% Held
VIG Vanguard Specialized Funds 4.8% Trimmed −37%
XLU Select Sector SPDR Tr 3.7% Added +6%
SMH Vaneck ETF Trust 3.3% New
VTV Vanguard Index FDS 3.1% Held
XLE Select Sector SPDR Tr 2.8% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SMH $3.4M
arrow_upwardAdded
- SPHY +80%
- XLU +6%
- VBR +3%
- BSCW +3%
arrow_downwardTrimmed
- VIG −37%
- AGG −14%
- XLE −9%
remove_circleSold out
None
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