Strategic Financial Group, LLC — 13F holdings

Strategic Financial Group, LLC reported 20 holdings worth $103M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $16.4M (15.8%)
  2. AGG ISHARES TR — $14.4M (13.9%)
  3. QQQ Invesco Qqq Tr — $14.1M (13.6%)
  4. BSCW INVESCO EXCH TRD SLF IDX FD — $13.7M (13.2%)
  5. IEF ISHARES TR — $9.13M (8.8%)
  6. SPHY SPDR SERIES TRUST — $6.68M (6.5%)
  7. VTI VANGUARD INDEX FDS — $6.36M (6.2%)
  8. VIG VANGUARD SPECIALIZED FUNDS — $5.01M (4.8%)
  9. XLU SELECT SECTOR SPDR TR — $3.79M (3.7%)
  10. SMH VANECK ETF TRUST — $3.40M (3.3%)