S&A Financial Services, Inc.

Q2 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    88

  • Value ($000)

    $163,799

  • Date Filed
    07/27/2026
  • Form type
    13F-HR
  • CIK
    0002140428
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SHYG

ISHARES TR

0-5YR HI YL CP
$11.89M
7 %

280,282

KRE

SPDR SERIES TRUST

ST PORT HIGH ETF
$11.33M
7 %

483,315

---

VANGUARD WORLD FD

INF TECH ETF
$9.81M
6 %

82,055

SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$8.8M
5 %

260,171

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$8.74M
5 %

95,843

IYW

ISHARES TR

U.S. TECH ETF
$6.5M
4 %

25,761

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$6.34M
4 %

49,473

AAPL

APPLE INC

COM
$5.36M
3 %

18,523

JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$5.35M
3 %

94,713

XONE

BONDBLOXX ETF TRUST

BLOOMBERG ONE YR
$4.82M
3 %

97,673

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