Strategic Equity Management — 13F holdings

Strategic Equity Management reported 65 holdings worth $298M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $24.2M (8.1%)
  2. PTL NORTHERN LTS FD TR IV — $23.0M (7.7%)
  3. VV VANGUARD INDEX FDS — $22.8M (7.7%)
  4. IWV ISHARES TR — $22.6M (7.6%)
  5. ITOT ISHARES TR — $22.6M (7.6%)
  6. ESUM STRATEGY SHS — $16.6M (5.6%)
  7. IWN ISHARES TR — $16.2M (5.4%)
  8. EEM ISHARES TR — $15.5M (5.2%)
  9. IWM ISHARES TR — $13.7M (4.6%)
  10. VTV VANGUARD INDEX FDS — $13.3M (4.5%)