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Portfolio (Quarterly) Guide ↗

Financial Strategies Group, Inc.

· CIK 0001774343
13F Portfolio $628M AUM 100 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 51 Added 28 Reduced 3 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 48,826.0 $7.2M 1.15% +2K +3.6% $148.10 -2.3%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 153,188.0 $6.7M 1.07% +13K +8.9% $43.78 +13.0%
23 PEP PEPSICO INC Consumer Defensive 47,177.0 $6.4M 1.01% +3K +6.0% $135.00 +6.3%
24 AGG ISHARES TR 37,000.0 $3.6M 0.58% +1K +3.0% $97.74 -0.4%
25 BND VANGUARD BD INDEX FDS 43,739.0 $3.2M 0.51% +1K +2.7% $72.52 -0.4%
26 VTEB VANGUARD MUN BD FDS 60,045.0 $3.0M 0.48% +8K +15.3% $49.95 -0.8%
27 MINT PIMCO ETF TR 27,781.0 $2.8M 0.45% +2K +7.2% $100.68 +0.0%
28 MUB ISHARES TR 24,972.0 $2.7M 0.42% +854.0 +3.5% $106.17 -0.8%
29 SUB ISHARES TR 15,628.0 $1.7M 0.26% +2K +11.4% $106.18 +0.1%
30 HCC WARRIOR MET COAL INC Energy 18,791.0 $1.5M 0.24% +2K +13.9% $79.76 +33.8%
31 BUFD FIRST TR EXCHNG TRADED FD VI 49,347.0 $1.5M 0.23% +2K +3.9% $29.87 +1.2%
32 NMIH NMI HLDGS INC Financial Services 29,558.0 $1.2M 0.20% +2K +6.8% $41.85 +7.9%
33 AMR ALPHA METALLURGICAL RESOUR I Energy 8,647.0 $1.2M 0.20% +3K +46.7% $142.04 +47.8%
34 KNSL KINSALE CAP GROUP INC Financial Services 3,560.0 $1.2M 0.19% +567.0 +18.9% $339.42 +13.0%
35 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 5,583.0 $1.2M 0.19% +405.0 +7.8% $216.13 -0.6%
36 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 12,446.0 $1.1M 0.18% +1K +10.2% $92.34 +4.4%
37 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,573.0 $1.1M 0.18% +401.0 +12.6% $311.60 -16.0%
38 FMB FIRST TR EXCH TRADED FD III 21,567.0 $1.1M 0.17% +3K +13.8% $50.72 -1.1%
39 SPDW SPDR INDEX SHS FDS 19,396.0 $968K 0.15% +2K +11.6% $49.91 +4.2%
40 SHM SPDR SERIES TRUST 19,842.0 $948K 0.15% +241.0 +1.2% $47.77 -0.0%
Page 2 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.5%
Consumer Cyclical 15.5%
Technology 9.9%
Consumer Defensive 9.0%
Healthcare 7.3%
Energy 7.2%
Communication Services 4.3%
Industrials 0.8%
Basic Materials 0.4%
Utilities 0.3%