Financial Strategies Group, Inc.
Q3 2025 13F Holdings
- Locationokemos, MI
- Num holdings
93
- Value ($000)
$524,602
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001774343
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $61.83 M | 12 % | 749,054 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $45.63 M | 9 % | 1,767,895 | ||
FENI FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $39.96 M | 8 % | 1,120,893 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $28.13 M | 5 % | 590,200 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $24.96 M | 5 % | 538,773 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $23.28 M | 4 % | 877,652 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $22.48 M | 4 % | 395,070 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $15.17 M | 3 % | 171,548 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.47 M | 3 % | 56,987 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $13.89 M | 3 % | 48,900 |
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