13F Insight
DOSSIER · 13F-HR · Q2 2026

Financial Strategies Group, Inc.

$628M in tracked AUM across 100 positions as of Q2 2026.

FS
CIK 0001774343 · last filed Jun 30, 2026
Total AUM
$628M
as of Q2 2026
Holdings
100
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Financial Strategies Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$71M780K11.3%02
SPAB
SPDR SERIES TRUST
$53M2.1M8.5%03
FENI
FIDELITY COVINGTON TRUST
$50M1.2M8.0%04
FBND
FIDELITY MERRIMACK STR TR
$30M668K4.8%05
FNDX
SCHWAB STRATEGIC TR
$30M943K4.7%06
SPMD
SPDR SERIES TRUST
$29M442K4.7%07
SLYV
SPDR SERIES TRUST
$21M188K3.3%08
AVEM
AMERICAN CENTY ETF TR
$20M216K3.2%09
SPEM
SPDR INDEX SHS FDS
$17M328K2.7%10
PSFF
PACER FDS TR
$16M457K2.5%

Filing history

2026Q2Jun 30
$628M▲ 5.0%
100 positionsView →2026Q1Mar 31
$598M▲ 8.2%
101 positionsView →2025Q4Dec 31
$552M▲ 5.3%
94 positionsView →2025Q3Sep 30
$525M▲ 9.4%
93 positionsView →2025Q2Jun 30
$479M▲ 13.4%
93 positionsLocked2025Q1Mar 31
$423M▲ 1.2%
92 positionsLocked2024Q4Dec 31
$418M▼ 2.1%
96 positionsLocked2024Q3Sep 30
$427M▲ 7.3%
96 positionsLocked2024Q2Jun 30
$398M▲ 6.9%
96 positionsLocked2024Q1Mar 31
$372M▲ 6.4%
80 positionsLocked2023Q4Dec 31
$350M▲ 10.3%
77 positionsLocked2023Q3Sep 30
$317M▲ 1.4%
75 positionsLocked
Showing 12 of 25