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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPEM SPDR INDEX SHS FDS 327,729.0 $16.8M 2.67% -305K -48.2% $51.11 +2.5%
2 GOOG ALPHABET INC 38,773.0 $13.4M 2.14% -5K -12.2% $346.19
3 FDS FACTSET RESH SYS INC Financial Services 51,249.0 $12.7M 2.02% -2K -3.6% $246.95 +21.4%
4 AAPL APPLE INC Technology 28,491.0 $9.3M 1.49% -2K -6.8% $327.74 -5.6%
5 VTI VANGUARD INDEX FDS 11,565.0 $4.3M 0.68% -391.0 -3.3% $369.44 +2.4%
6 IJH ISHARES TR 54,944.0 $4.2M 0.66% -506.0 -0.9% $75.72 +1.4%
7 SCHV SCHWAB STRATEGIC TR 69,172.0 $2.4M 0.38% -2K -2.2% $34.09 +2.5%
8 VWO VANGUARD INTL EQUITY INDEX F 34,688.0 $2.0M 0.33% -38K -52.4% $58.86 +2.7%
9 VEA VANGUARD TAX-MANAGED FDS 21,434.0 $1.5M 0.24% -957.0 -4.3% $70.47 +4.2%
10 VIOV VANGUARD ADMIRAL FDS INC 12,562.0 $1.5M 0.24% -485.0 -3.7% $117.89 +0.8%
11 ENVA ENOVA INTL INC Financial Services 6,257.0 $1.4M 0.23% -2K -25.2% $228.45 +6.3%
12 DVA DAVITA INC Healthcare 5,355.0 $1.3M 0.20% -2K -27.3% $237.29 -26.7%
13 LAD LITHIA MTRS INC Consumer Cyclical 3,831.0 $1.3M 0.20% -80.0 -2.0% $330.77 +12.1%
14 SIGI SELECTIVE INS GROUP INC Financial Services 12,757.0 $1.3M 0.20% -328.0 -2.5% $98.76 -7.4%
15 VO VANGUARD INDEX FDS 12,581.0 $1.0M 0.16% -764.0 -5.7% $80.47 +3.1%
16 IJS ISHARES TR 6,365.0 $874K 0.14% -222.0 -3.4% $137.34 +0.8%
17 CNR CORE NATURAL RESOURCES INC Energy 7,934.0 $669K 0.11% -10K -56.5% $84.28 +12.9%
18 EXP EAGLE MATLS INC Basic Materials 3,129.0 $641K 0.10% -66.0 -2.1% $204.98 +1.0%
19 ITOT ISHARES TR 3,673.0 $603K 0.10% -416.0 -10.2% $164.12 +2.3%
20 GOOGL ALPHABET INC Communication Services 1,556.0 $540K 0.09% -73.0 -4.5% $347.09 -0.7%
Page 1 of 2  ·  28 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%