Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Strategies Group, Inc. (CIK 1774343) reported $597.8M across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($67.4M, 11.28%), SPAB ($50.2M, 8.40%), FENI ($46.7M, 7.81%), SPEM ($32.2M, 5.40%), FBND ($28.5M, 4.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $67.4M | 11.28% | 776,616 | Added |
| 2 | SPAB | SPDR SERIES TRUST | $50.2M | 8.40% | 2.0M | Added |
| 3 | FENI | FIDELITY COVINGTON TRUST | $46.7M | 7.81% | 1.2M | Added |
| 4 | SPEM | SPDR INDEX SHS FDS | $32.2M | 5.40% | 632,460 | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $28.5M | 4.77% | 621,357 | Added |
| 6 | SPMD | SPDR SERIES TRUST | $27.5M | 4.59% | 429,850 | Added |
| 7 | FNDX | SCHWAB STRATEGIC TR | $27.4M | 4.58% | 927,402 | Added |
| 8 | SLYV | SPDR SERIES TRUST | $19.0M | 3.18% | 184,749 | Added |
| 9 | GOOG | ALPHABET INC | $15.4M | 2.58% | 44,170 | Added |
| 10 | AMZN | AMAZON COM INC | $15.1M | 2.53% | 57,967 | Trimmed |
| 11 | PSFF | PACER FDS TR | $15.0M | 2.50% | 446,691 | Added |
| 12 | PGR | PROGRESSIVE CORP | $13.6M | 2.28% | 67,374 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.2M | 2.20% | 27,814 | Added |
| 14 | FDS | FACTSET RESH SYS INC | $12.0M | 2.00% | 53,173 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $11.0M | 1.84% | 35,300 | Added |
| 16 | IQLT | ISHARES TR | $10.7M | 1.80% | 220,452 | Added |
| 17 | CB | CHUBB LTD SWITZ | $10.8M | 1.80% | 33,233 | Added |
| 18 | COF | CAPITAL ONE FINL CORP | $10.4M | 1.74% | 53,602 | Added |
| 19 | WRB | BERKLEY W R CORP | $9.9M | 1.66% | 149,793 | Added |
| 20 | ISCF | ISHARES TR | $9.8M | 1.64% | 222,638 | Added |
| 21 | HCA | HCA HEALTHCARE INC | $9.6M | 1.60% | 21,505 | Trimmed |
| 22 | SLYG | SPDR SERIES TRUST | $8.8M | 1.48% | 82,465 | Added |
| 23 | XOM | EXXON MOBIL CORP | $8.8M | 1.47% | 59,306 | Trimmed |
| 24 | PHM | PULTE GROUP INC | $8.8M | 1.46% | 68,238 | Added |
| 25 | AAPL | APPLE INC | $8.2M | 1.37% | 30,568 | Added |
Source: SEC Form 13F filings · as of 2026-03-31