Strategic Financial Group, LLC
Strategic Financial Group, LLC reported 19 positions worth $104.4M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AGG (16.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $17.5M | 16.72% | 176,302 | — | — | |
| ▸ 2 | VOO | SH | $16.1M | 15.44% | 23,462 | — | — | |
| ▸ 3 | QQQ | SH | $14.3M | 13.67% | 19,377 | — | — | |
| ▸ 4 | BSCW | SH | $13.9M | 13.32% | 678,051 | — | — | |
| ▸ 5 | IEF | SH | $9.6M | 9.17% | 101,172 | — | — | |
| ▸ 6 | VIG | SH | $8.1M | 7.77% | 34,289 | — | — | |
| ▸ 7 | VTI | SH | $6.3M | 6.07% | 17,120 | — | — | |
| ▸ 8 | XLU | SH | $4.1M | 3.94% | 90,744 | — | — | |
| ▸ 9 | SPHY | SH | $3.8M | 3.69% | 164,163 | — | — | |
| ▸ 10 | VTV | SH | $3.2M | 3.08% | 14,750 | — | — |
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Frequently Asked Questions
What stocks does Strategic Financial Group, LLC hold as of Q2 2026?
Strategic Financial Group, LLC reported 19 positions worth $104.4M in its Q2 2026 13F filing. Largest positions: AGG (16.7%), VOO (15.4%), QQQ (13.7%), BSCW (13.3%) and IEF (9.2%).
What did Strategic Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Strategic Financial Group, LLC 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.