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Filers›Family Office›Strategic Equity Management
DOSSIER · 13F-HR · Q1 2026

Strategic Equity Management

Strategic Equity's family office based in Greenwich, CT — $266M in tracked AUM across 70 positions as of Q1 2026.

SE
Strategic Equity·Greenwich, CT·Family Office
CIK 0001843578 · last filed Mar 31, 2026
Total AUM
$266M
▲ 4.1%
vs prior
Holdings
70
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Strategic Equity Management 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
SPY
STATE STR SPDR S&P 500 ETF T
$24M36K8.9%
02
IWV
ISHARES TR
$21M56K7.8%
03
VV
VANGUARD INDEX FDS
$20M66K7.4%
04
IEF
ISHARES TR
$15M154K5.5%
05
ESUM
STRATEGY SHS
$14M524K5.2%
06
SCHX
SCHWAB STRATEGIC TR
$13M511K4.9%
07
EEM
ISHARES TR
$13M230K4.9%
08
IWN
ISHARES TR
$13M69K4.9%
09
PTL
NORTHERN LTS FD TR IV
$13M51K4.8%
10
86280R134
STRATEGY SHS
$11M414K4.1%

Filing history

Filing history loading…
AI Agent · grounded in Strategic
haiku-4-5 · 70 positions indexed
Sector mix
  • Financials12%
  • Health Care14%
  • Communications29%
  • Industrials6%
  • Energy44%
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