Financial Strategies Group, Inc.
Financial Strategies Group, Inc. reported 100 positions worth $627.6M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPTM (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $70.9M | 11.29% | 779,808 | — | — | |
| ▸ 2 | SPAB | SH | $53.3M | 8.49% | 2,113,953 | — | — | |
| ▸ 3 | FENI | SH | $50.0M | 7.97% | 1,245,191 | — | — | |
| ▸ 4 | FBND | SH | $30.1M | 4.80% | 668,475 | — | — | |
| ▸ 5 | FNDX | SH | $29.8M | 4.75% | 942,592 | — | — | |
| ▸ 6 | SPMD | SH | $29.4M | 4.68% | 442,361 | — | — | |
| ▸ 7 | SLYV | SH | $20.6M | 3.29% | 188,300 | — | — | |
| ▸ 8 | AVEM | SH | $19.8M | 3.15% | 215,692 | — | — | |
| ▸ 9 | SPEM | SH | $16.8M | 2.67% | 327,729 | — | — | |
| ▸ 10 | PSFF | SH | $15.7M | 2.51% | 456,621 | — | — |
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Frequently Asked Questions
What stocks does Financial Strategies Group, Inc. hold as of Q2 2026?
Financial Strategies Group, Inc. reported 100 positions worth $627.6M in its Q2 2026 13F filing. Largest positions: SPTM (11.3%), SPAB (8.5%), FENI (8.0%), FBND (4.8%) and FNDX (4.7%).
What did Financial Strategies Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Strategies Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.