Financial Strategies Group, Inc. - Portfolio overview

Financial Strategies Group, Inc. has 103 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 11.27%
2. SPAB - SPDR SERIES TRUST, 8.39%
3. FENI - FIDELITY COVINGTON TRUST, 7.81%

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

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