Financial Strategies Group, Inc.
Q2 2025 13F Holdings
- Locationokemos, MI
- Num holdings
93
- Value ($000)
$479,411
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $56.78M | 12 % | 750,283 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $45.19M | 9 % | 1,050,622 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $42.84M | 9 % | 1,692,786 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $25.07M | 5 % | 585,722 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $23.16M | 5 % | 509,993 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $21.38M | 5 % | 858,364 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $21.36M | 5 % | 384,152 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $13.87M | 3 % | 166,625 | ||
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $12.79M | 3 % | 417,979 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.56M | 3 % | 55,824 |
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