Strategent Financial, LLC - Portfolio overview

Strategent Financial, LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 20.35%
2. JQUA - J P MORGAN EXCHANGE TRADED F, 15.80%
3. QQQM - INVESCO EXCH TRADED FD TR II, 7.47%

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

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