Financial Strategies Group, Inc.
Q4 2025 13F Holdings
- Locationokemos, MI
- Num holdings
94
- Value ($000)
$552,446
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $62.81M | 11 % | 749,047 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $47.45M | 9 % | 1,839,895 | ||
FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $43.11M | 8 % | 1,144,936 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $29.04M | 5 % | 601,163 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $25.79M | 5 % | 559,240 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $24.75M | 5 % | 887,072 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $24.35M | 4 % | 403,487 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $16.56M | 3 % | 174,945 | ||
AMAZON COM INC | COM | 023135106 | $14.11M | 3 % | 58,578 | ||
PACER FDS TR | SWAN SOS FD OF | 69374H568 | $13.89M | 3 % | 427,534 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100