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 Services, Inc. (CIK 1432539) reported $2.10B across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INTF ($339.0M, 16.13%), SMLF ($289.6M, 13.78%), LRGF ($263.4M, 12.53%), VGIT ($161.0M, 7.66%), VCSH ($115.0M, 5.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INTF | ISHARES TR | $339.0M | 16.13% | 8.7M | Added |
| 2 | SMLF | ISHARES TR | $289.6M | 13.78% | 3.8M | Added |
| 3 | LRGF | ISHARES TR | $263.4M | 12.53% | 4.0M | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $161.0M | 7.66% | 2.7M | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $115.0M | 5.47% | 1.5M | Added |
| 6 | EMGF | ISHARES INC | $114.0M | 5.42% | 1.9M | Trimmed |
| 7 | VTIP | VANGUARD MALVERN FDS | $73.4M | 3.49% | 1.5M | Added |
| 8 | VGLT | VANGUARD SCOTTSDALE FDS | $72.4M | 3.45% | 1.3M | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $71.9M | 3.42% | 869,001 | Added |
| 10 | VFMO | VANGUARD WELLINGTON FD | $56.3M | 2.68% | 285,538 | Added |
| 11 | MTUM | ISHARES TR | $54.1M | 2.58% | 225,567 | Added |
| 12 | GLDM | WORLD GOLD TR | $54.1M | 2.57% | 583,756 | Trimmed |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $44.0M | 2.09% | 833,500 | Trimmed |
| 14 | EUSA | ISHARES INC | $39.0M | 1.86% | 383,497 | Added |
| 15 | GSIE | GOLDMAN SACHS ETF TR | $38.4M | 1.83% | 890,002 | Trimmed |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $34.5M | 1.64% | 589,560 | Added |
| 17 | GVI | ISHARES TR | $29.0M | 1.38% | 271,848 | Trimmed |
| 18 | AAPL | APPLE INC | $17.2M | 0.82% | 67,807 | Trimmed |
| 19 | SIZE | ISHARES TR | $16.2M | 0.77% | 101,724 | Trimmed |
| 20 | VWOB | VANGUARD WHITEHALL FDS | $14.7M | 0.70% | 224,112 | Added |
| 21 | GSLC | GOLDMAN SACHS ETF TR | $12.2M | 0.58% | 97,705 | Added |
| 22 | GOOG | ALPHABET INC | $9.7M | 0.46% | 33,988 | Trimmed |
| 23 | GEM | GOLDMAN SACHS ETF TR | $9.6M | 0.46% | 222,255 | Trimmed |
| 24 | LRCX | LAM RESEARCH CORP | $7.9M | 0.38% | 37,146 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $7.3M | 0.35% | 24,789 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31