DOSSIER · 13F-HR · Q2 2026

Strategic Financial Group, LLC

$104M in tracked AUM across 19 positions as of Q2 2026.

SF
CIK 0002131286 · last filed Jun 30, 2026
Total AUM
$104M
as of Q2 2026
Holdings
19
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Strategic Financial Group, LLC 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
AGG
ISHARES TR
$17M176K16.7%
02
VOO
VANGUARD INDEX FDS
$16M23K15.4%
03
QQQ
INVESCO QQQ TR
$14M19K13.7%
04
BSCW
INVESCO EXCH TRD SLF IDX FD
$14M678K13.3%
05
IEF
ISHARES TR
$10M101K9.2%
06
VIG
VANGUARD SPECIALIZED FUNDS
$8M34K7.8%
07
VTI
VANGUARD INDEX FDS
$6M17K6.1%
08
XLU
SELECT SECTOR SPDR TR
$4M91K3.9%
09
SPHY
SPDR SERIES TRUST
$4M164K3.7%
10
VTV
VANGUARD INDEX FDS
$3M15K3.1%

Filing history

2026Q2Jun 30
$104M 7.4%
19 positionsView →
2026Q1Mar 31
$97M
18 positionsView →