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

Strategic Financial Services, Inc.

$2.1B in tracked AUM across 153 positions as of Q1 2026.

SF
CIK 0001432539 · last filed Mar 31, 2026
Total AUM
$2.1B
as of Q1 2026
Holdings
153
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Strategic Financial Services, Inc. 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
INTF
ISHARES TR
$339M8.7M16.1%02
SMLF
ISHARES TR
$290M3.8M13.8%03
LRGF
ISHARES TR
$263M4.0M12.5%04
VGIT
VANGUARD SCOTTSDALE FDS
$161M2.7M7.7%05
VCSH
VANGUARD SCOTTSDALE FDS
$115M1.5M5.5%06
EMGF
ISHARES INC
$114M1.9M5.4%07
VTIP
VANGUARD MALVERN FDS
$73M1.5M3.5%08
VGLT
VANGUARD SCOTTSDALE FDS
$72M1.3M3.4%09
VCIT
VANGUARD SCOTTSDALE FDS
$72M869K3.4%10
VFMO
VANGUARD WELLINGTON FD
$56M286K2.7%

Filing history

2026Q1Mar 31
$2.1B▼ 3.0%
153 positionsView →2025Q4Dec 31
$2.2B▲ 8.8%
145 positionsView →2025Q3Sep 30
$2.0B▲ 7.2%
142 positionsView →2025Q2Jun 30
$1.9B▲ 8.9%
138 positionsLocked2025Q1Mar 31
$1.7B▲ 1.8%
133 positionsLocked2024Q4Dec 31
$1.7B▼ 0.5%
136 positionsLocked2024Q3Sep 30
$1.7B▲ 6.7%
141 positionsLocked2024Q2Jun 30
$1.6B▲ 2.1%
131 positionsLocked2024Q1Mar 31
$1.5B▲ 8.8%
126 positionsLocked2023Q4Dec 31
$1.4B▲ 10.7%
127 positionsLocked2023Q3Sep 30
$1.3B▼ 4.2%
120 positionsLocked2023Q2Jun 30
$1.3B▲ 3.7%
131 positionsLocked
Showing 12 of 67