Strategic Financial Group, LLC - Portfolio overview

Strategic Financial Group, LLC has 18 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Energy.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 17.95%
2. VOO - VANGUARD INDEX FDS, 14.48%
3. BSCW - INVESCO EXCH TRD SLF IDX FD, 14.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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