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

Strategic Financial Partners, Ltd.

$232M in tracked AUM across 81 positions as of Q1 2026.

SF
CIK 0002027921 · last filed Mar 31, 2026
Total AUM
$232M
as of Q1 2026
Holdings
81
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Strategic Financial Partners, Ltd. 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
SPYM
SPDR SERIES TRUST
$45M591K19.6%02
SPYV
SPDR SERIES TRUST
$21M368K9.0%03
SPDW
SPDR INDEX SHS FDS
$17M365K7.2%04
VONG
VANGUARD SCOTTSDALE FDS
$16M144K6.8%05
AGG
ISHARES TR
$15M149K6.4%06
ISTB
ISHARES TR
$10M214K4.5%07
IWR
ISHARES TR
$8M86K3.6%08
IJR
ISHARES TR
$7M53K2.8%09
VUG
VANGUARD INDEX FDS
$5M12K2.2%10
VWO
VANGUARD INTL EQUITY INDEX F
$5M87K2.0%

Filing history

2026Q1Mar 31
$232M▲ 0.3%
81 positionsView →2025Q4Dec 31
$231M▲ 5.7%
83 positionsView →2025Q3Sep 30
$218M▲ 1.4%
80 positionsView →2025Q2Jun 30
$215M▲ 13.4%
76 positionsLocked2025Q1Mar 31
$190M▼ 3.1%
71 positionsLocked2024Q4Dec 31
$196M▼ 0.0%
70 positionsLocked2024Q3Sep 30
$196M▲ 7.9%
67 positionsLocked2024Q2Jun 30
$182M▲ 0.5%
68 positionsLocked2024Q1Mar 31
$181M▲ 4.9%
71 positionsLocked2023Q4Dec 31
$172M▲ 4.5%
69 positionsLocked2023Q3Sep 30
$165M▼ 6.2%
71 positionsLocked2023Q2Jun 30
$176M▲ 7.5%
70 positionsLocked
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