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 Financial Partners, Ltd. (CIK 2027921) reported $231.5M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($45.3M, 19.55%), SPYV ($20.8M, 8.99%), SPDW ($16.7M, 7.20%), VONG ($15.7M, 6.80%), AGG ($14.8M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $45.3M | 19.55% | 591,330 | Trimmed |
| 2 | SPYV | SPDR SERIES TRUST | $20.8M | 8.99% | 367,900 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $16.7M | 7.20% | 365,369 | Added |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $15.7M | 6.80% | 143,583 | Added |
| 5 | AGG | ISHARES TR | $14.8M | 6.38% | 148,895 | Added |
| 6 | ISTB | ISHARES TR | $10.4M | 4.49% | 214,324 | Added |
| 7 | IWR | ISHARES TR | $8.4M | 3.62% | 86,160 | Trimmed |
| 8 | IJR | ISHARES TR | $6.5M | 2.83% | 52,615 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $5.2M | 2.23% | 11,835 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $4.7M | 2.03% | 86,811 | Trimmed |
| 11 | MGK | VANGUARD WORLD FD | $4.3M | 1.86% | 11,736 | Trimmed |
| 12 | XLE | SELECT SECTOR SPDR TR | $4.0M | 1.74% | 65,939 | New |
| 13 | IAGG | ISHARES TR | $4.0M | 1.72% | 79,630 | Added |
| 14 | QUS | SPDR SERIES TRUST | $3.7M | 1.58% | 21,318 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $3.4M | 1.47% | 40,998 | Added |
| 16 | XLI | SELECT SECTOR SPDR TR | $3.3M | 1.41% | 20,131 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $3.1M | 1.34% | 15,818 | Trimmed |
| 18 | XLK | SELECT SECTOR SPDR TR | $3.1M | 1.33% | 23,129 | Trimmed |
| 19 | XLC | SELECT SECTOR SPDR TR | $3.1M | 1.33% | 27,827 | Trimmed |
| 20 | VTI | VANGUARD INDEX FDS | $2.9M | 1.27% | 9,158 | Trimmed |
| 21 | MGV | VANGUARD WORLD FD | $2.8M | 1.20% | 19,187 | Trimmed |
| 22 | SPTI | SPDR SERIES TRUST | $2.2M | 0.96% | 77,933 | Added |
| 23 | CWB | SPDR SERIES TRUST | $1.8M | 0.76% | 19,280 | Added |
| 24 | DEED | FIRST TR EXCHNG TRADED FD VI | $1.7M | 0.73% | 79,688 | Added |
| 25 | EWC | ISHARES INC | $1.7M | 0.72% | 30,230 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31