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

Strategic Equity Management

$266M in tracked AUM across 70 positions as of Q1 2026.

SE
CIK 0001843578 · last filed Mar 31, 2026
Total AUM
$266M
as of Q1 2026
Holdings
70
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$292M▲ 4.0%
38 positionsLocked
Showing 12 of 22