Strategic Financial Group, LLC

CIK 2131286 · View on SEC EDGAR ↗

Portfolio value
$104.4M
#8,277 of 9,443 by 13F value · top 87.7%
Positions
19
As of
June 30, 2026

Portfolio value QoQ: +7.4% 13F does not disclose cash

Top 10 holdings weight
92.87%
Top 25 holdings weight
100.00%
Positions above 1%
13
Effective number of positions
9.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.14% Est. buys $593,739 · sells $145,294

New positions
1
Increased
10
Decreased
5
Closed
0
On this page

Sector breakdown

Utilities
1.1%
Energy
0.8%
Technology
0.5%
Industrials
0.4%
Retail
0.2%
Healthcare
0.2%
Other/Unmapped
96.7%

Full portfolio 19 positions

Type Streak 8Q trend
AGG $17,450,372 16.72% 176,302 $10,023 Up ×1
VOO $16,113,936 15.44% 23,462 $2,045,219 Down ×1
QQQ Invesco QQQ Trust, Series 1 $14,269,223 13.67% 19,377 $3,051,730 Down ×1
BSCW Invesco BulletShares 2032 Corporate Bond ETF $13,906,826 13.32% 678,051 $63,893 Up ×1
IEF iShares 7-10 Year Treasury Bond ETF $9,567,836 9.17% 101,172 $-94,987 Down ×1
VIG $8,113,463 7.77% 34,289 $790,455 Up ×1
VTI $6,335,085 6.07% 17,120 $821,965 Down ×1
XLU XLU $4,114,333 3.94% 90,744 $-26,322 Up ×1
SPHY $3,847,981 3.69% 164,163 $62,445 Up ×1
VTV $3,214,468 3.08% 14,750 $360,935 Up ×1
XLE XLE $2,725,127 2.61% 51,311 $-386,575 Up ×1
VBR $1,261,847 1.21% 5,193 $119,981 Down ×1
DTE DTE Energy Company Common Stock $1,162,318 1.11% 7,628 $55,713 Up ×1
DTM DT Midstream, Inc. Common Stock $557,180 0.53% 3,797 $49,223 Up ×1
AAPL Apple Inc. - Common Stock $541,393 0.52% 1,871 $66,552
CAT Caterpillar, Inc. Common Stock $404,662 0.39% 380 $135,447
CVX Chevron Corporation Common Stock $324,558 0.31% 1,958 $-72,897 Up ×1
WMT Walmart Inc. - Common Stock $258,233 0.25% 2,280 $-25,125
JNJ Johnson & Johnson Common Stock $202,668 0.19% 798 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
JNJ $202,668 798 0.19%

Top movers (QoQ)

Security Action Shares Δ Value Δ
QQQ Trimmed -58 +$3.1M
VOO Trimmed -82 +$2.0M
VTI Trimmed -65 +$822K
VIG Bought more +238 +$790K
XLE Bought more +516 -$387K
VTV Bought more +206 +$361K
CAT Price move only +0 +$135K
VBR Trimmed -63 +$120K
IEF Trimmed -73 -$95K
CVX Bought more +37 -$73K