Financial Strategies Group, Inc.
Q3 2025 13F Holdings
- Locationokemos, MI
- Num holdings
93
- Value ($000)
$524,602
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0001774343
- 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 | $61.83M | 12 % | 749,054 | ||
K SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $45.63M | 9 % | 1,767,895 | ||
F FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $39.96M | 8 % | 1,120,893 | ||
S SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $28.13M | 5 % | 590,200 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $24.96M | 5 % | 538,773 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $23.28M | 4 % | 877,652 | ||
S SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $22.48M | 4 % | 395,070 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | $15.17M | 3 % | 171,548 | ||
A AMAZON COM INC | COM | 023135106 | $14.47M | 3 % | 56,987 | ||
G ALPHABET INC | CAP STK CL C | 02079K107 | $13.89M | 3 % | 48,900 |
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