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

Strategic Equity Management

$298M in tracked AUM across 65 positions as of Q2 2026.

SE
CIK 0001843578 · last filed Jun 30, 2026
Total AUM
$298M
as of Q2 2026
Holdings
65
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Strategic Equity Management 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
SPY
STATE STR SPDR S&P 500 ETF T
$24M32K8.1%02
PTL
NORTHERN LTS FD TR IV
$23M81K7.7%03
VV
VANGUARD INDEX FDS
$23M66K7.7%04
IWV
ISHARES TR
$23M53K7.6%05
ITOT
ISHARES TR
$23M137K7.6%06
ESUM
STRATEGY SHS
$17M543K5.6%07
IWN
ISHARES TR
$16M73K5.4%08
EEM
ISHARES TR
$16M227K5.2%09
IWM
ISHARES TR
$14M46K4.6%10
VTV
VANGUARD INDEX FDS
$13M61K4.5%

Filing history

2026Q2Jun 30
$298M▲ 11.9%
65 positionsView →2026Q1Mar 31
$266M▼ 9.8%
70 positionsView →2025Q4Dec 31
$295M▲ 9.2%
68 positionsView →2025Q3Sep 30
$270M▼ 0.7%
65 positionsView →2025Q2Jun 30
$272M▲ 14.3%
70 positionsLocked2025Q1Mar 31
$238M▲ 0.2%
59 positionsLocked2024Q4Dec 31
$237M▲ 12.6%
52 positionsLocked2024Q3Sep 30
$211M▲ 37.4%
54 positionsLocked2024Q2Jun 30
$153M▲ 28.2%
45 positionsLocked2024Q1Mar 31
$120M▲ 34.8%
35 positionsLocked2023Q4Dec 31
$89M▼ 66.5%
25 positionsLocked2023Q3Sep 30
$265M▼ 9.2%
39 positionsLocked
Showing 12 of 23