Strategic Financial Services, Inc.

Institutional manager (13F) · CIK 1432539

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B

#	Issuer	Value	Shares
1	ISHARES TR	$339M	8,700,431
2	ISHARES TR	$290M	3,836,442
3	ISHARES TR	$263M	3,990,874
4	VANGUARD SCOTTSDALE FDS	$161M	2,703,579
5	VANGUARD SCOTTSDALE FDS	$115M	1,451,149
6	ISHARES INC	$114M	1,885,974
7	VANGUARD MALVERN FDS	$73M	1,468,510
8	VANGUARD SCOTTSDALE FDS	$72M	1,308,320
9	VANGUARD SCOTTSDALE FDS	$72M	869,001
10	VANGUARD WELLINGTON FD	$56M	285,538
11	ISHARES TR	$54M	225,567
12	WORLD GOLD TR	$54M	583,756
13	DIMENSIONAL ETF TRUST	$44M	833,500
14	ISHARES INC	$39M	383,497
15	GOLDMAN SACHS ETF TR	$38M	890,002
16	VANGUARD SCOTTSDALE FDS	$35M	589,560
17	ISHARES TR	$29M	271,848
18	APPLE INC	$17M	67,807
19	ISHARES TR	$16M	101,724
20	VANGUARD WHITEHALL FDS	$15M	224,112
21	GOLDMAN SACHS ETF TR	$12M	97,705
22	ALPHABET INC	$10M	33,988
23	GOLDMAN SACHS ETF TR	$10M	222,255
24	LAM RESEARCH CORP	$8M	37,146
25	GOLDMAN SACHS ETF TR	$7M	99,225
26	JPMORGAN CHASE & CO	$7M	24,789
27	KLA CORP	$7M	4,919
28	MICROSOFT CORP	$6M	16,407
29	MCKESSON CORP	$6M	6,764
30	VISA INC	$5M	15,992
31	SPDR GOLD TR	$4M	9,364
32	SPDR SERIES TRUST	$4M	29,736
33	GE AEROSPACE	$4M	12,479
34	ORACLE CORP	$4M	23,878
35	EXXON MOBIL CORP	$3M	20,080
36	J P MORGAN EXCHANGE TRADED F	$3M	48,587
37	BLACKROCK INC	$3M	3,164
38	NEXTERA ENERGY INC	$3M	32,166
39	COSTCO WHOLESALE CORPORATION	$3M	2,978
40	M & T BK CORP	$3M	13,609
41	VANGUARD INDEX FDS	$3M	8,598
42	GE VERNOVA INC	$3M	3,146
43	ALPHABET INC	$2M	8,507
44	TESLA INC	$2M	6,447
45	SPDR SERIES TRUST	$2M	87,903
46	MERCK & CO INC	$2M	19,006
47	JOHNSON & JOHNSON	$2M	9,059
48	TJX COS INC NEW	$2M	13,358
49	AMAZON COM INC	$2M	10,045
50	ISHARES TR	$2M	38,588

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.