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.
Strategic Equity Management (CIK 1843578) reported $266.0M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($23.6M, 8.86%), IWV ($20.8M, 7.83%), VV ($19.7M, 7.42%), IEF ($14.7M, 5.51%), EUSM ($13.7M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $23.6M | 8.86% | 36,233 | Trimmed |
| 2 | IWV | ISHARES TR | $20.8M | 7.83% | 56,171 | Added |
| 3 | VV | VANGUARD INDEX FDS | $19.7M | 7.42% | 66,039 | Trimmed |
| 4 | IEF | ISHARES TR | $14.7M | 5.51% | 153,619 | New |
| 5 | EUSM | STRATEGY SHS | $13.7M | 5.16% | 524,422 | Trimmed |
| 6 | SCHX | SCHWAB STRATEGIC TR | $13.1M | 4.93% | 511,149 | Trimmed |
| 7 | EEM | ISHARES TR | $13.1M | 4.91% | 230,154 | Added |
| 8 | IWN | ISHARES TR | $13.0M | 4.89% | 68,553 | New |
| 9 | PTL | NORTHERN LTS FD TR IV | $12.7M | 4.79% | 50,874 | Trimmed |
| 10 | HUSE | STRATEGY SHS | $10.8M | 4.07% | 413,836 | Added |
| 11 | IWM | ISHARES TR | $10.7M | 4.02% | 43,152 | Added |
| 12 | IWO | ISHARES TR | $10.4M | 3.93% | 33,296 | Trimmed |
| 13 | XLE | SELECT SECTOR SPDR TR | $10.3M | 3.87% | 167,992 | New |
| 14 | XLB | SELECT SECTOR SPDR TR | $10.1M | 3.81% | 202,891 | New |
| 15 | BIBL | NORTHERN LTS FD TR IV | $9.7M | 3.66% | 206,605 | Trimmed |
| 16 | IWL | ISHARES TR | $5.6M | 2.11% | 34,978 | Trimmed |
| 17 | FDLS | NORTHERN LTS FD TR IV | $5.0M | 1.89% | 136,333 | Added |
| 18 | IEFA | ISHARES TR | $4.3M | 1.61% | 47,399 | Trimmed |
| 19 | BIL | SPDR SERIES TRUST | $3.6M | 1.35% | 39,081 | New |
| 20 | ITOT | ISHARES TR | $3.2M | 1.20% | 22,345 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $3.0M | 1.11% | 11,265 | Trimmed |
| 22 | MRSK | NORTHERN LIGHTS FD TR | $2.8M | 1.07% | 80,324 | Trimmed |
| 23 | IVV | ISHARES TR | $2.4M | 0.90% | 3,649 | Added |
| 24 | ELCV | STRATEGY SHS | $2.1M | 0.81% | 74,014 | Added |
| 25 | WWJD | NORTHERN LTS FD TR IV | $2.0M | 0.75% | 53,498 | Added |
Source: SEC Form 13F filings · as of 2026-03-31