Financial Strategies Group, Inc.
Q1 2026 13F Holdings
- Locationokemos, MI
- Num holdings
101
- Value ($000)
$597,756
- Date Filed 05/08/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $67.45M | 11 % | 776,616 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $50.2M | 8 % | 1,958,484 | ||
FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $46.71M | 8 % | 1,200,853 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | $32.25M | 5 % | 632,460 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $28.5M | 5 % | 621,357 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $27.45M | 5 % | 429,850 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $27.39M | 5 % | 927,402 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | $19.04M | 3 % | 184,749 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $15.39M | 3 % | 44,170 | ||
AMAZON COM INC | COM | 023135106 | $15.14M | 3 % | 57,967 |
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