13F Insight
DOSSIER · 13F-HR · Q1 2026

Financial Strategies Group, Inc.

$598M in tracked AUM across 101 positions as of Q1 2026.

FS
CIK 0001774343 · last filed Mar 31, 2026
Total AUM
$598M
as of Q1 2026
Holdings
101
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Financial Strategies Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$67M777K11.3%02
SPAB
SPDR SERIES TRUST
$50M2.0M8.4%03
FENI
FIDELITY COVINGTON TRUST
$47M1.2M7.8%04
SPEM
SPDR INDEX SHS FDS
$32M632K5.4%05
FBND
FIDELITY MERRIMACK STR TR
$29M621K4.8%06
SPMD
SPDR SERIES TRUST
$27M430K4.6%07
FNDX
SCHWAB STRATEGIC TR
$27M927K4.6%08
SLYV
SPDR SERIES TRUST
$19M185K3.2%09
GOOG
ALPHABET INC
$15M44K2.6%10
AMZN
AMAZON COM INC
$15M58K2.5%

Filing history

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 positionsLocked2023Q2Jun 30
$313M▲ 20.4%
73 positionsLocked
Showing 12 of 24