Universe · entity
Financial Strategies Group, Inc.
Institutional manager (13F) · CIK 1774343
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $570M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $67M | 776,616 |
| 2 | SPDR SERIES TRUST | $50M | 1,958,484 |
| 3 | FIDELITY COVINGTON TRUST | $47M | 1,200,853 |
| 4 | SPDR INDEX SHS FDS | $32M | 632,460 |
| 5 | FIDELITY MERRIMACK STR TR | $29M | 621,357 |
| 6 | SPDR SERIES TRUST | $27M | 429,850 |
| 7 | SCHWAB STRATEGIC TR | $27M | 927,402 |
| 8 | SPDR SERIES TRUST | $19M | 184,749 |
| 9 | ALPHABET INC | $15M | 44,170 |
| 10 | AMAZON COM INC | $15M | 57,967 |
| 11 | PACER FDS TR | $15M | 446,691 |
| 12 | PROGRESSIVE CORP | $14M | 67,374 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $13M | 27,814 |
| 14 | FACTSET RESH SYS INC | $12M | 53,173 |
| 15 | JPMORGAN CHASE & CO | $11M | 35,300 |
| 16 | CHUBB LTD SWITZ | $11M | 33,233 |
| 17 | ISHARES TR | $11M | 220,452 |
| 18 | CAPITAL ONE FINL CORP | $10M | 53,602 |
| 19 | BERKLEY W R CORP | $10M | 149,793 |
| 20 | ISHARES TR | $10M | 222,638 |
| 21 | HCA HEALTHCARE INC | $10M | 21,505 |
| 22 | SPDR SERIES TRUST | $9M | 82,465 |
| 23 | EXXON MOBIL CORP | $9M | 59,306 |
| 24 | PULTE GROUP INC | $9M | 68,238 |
| 25 | APPLE INC | $8M | 30,568 |
| 26 | MICROSOFT CORP | $8M | 18,217 |
| 27 | PROCTER & GAMBLE CO | $7M | 47,142 |
| 28 | PEPSICO INC | $7M | 44,507 |
| 29 | VERIZON COMMUNICATIONS INC | $7M | 140,607 |
| 30 | ISHARES TR | $6M | 56,624 |
| 31 | VANGUARD INTL EQUITY INDEX F | $4M | 72,808 |
| 32 | VANGUARD INDEX FDS | $4M | 11,956 |
| 33 | ISHARES TR | $4M | 55,450 |
| 34 | ISHARES TR | $4M | 35,932 |
| 35 | VANGUARD BD INDEX FDS | $3M | 42,599 |
| 36 | SPDR INDEX SHS FDS | $3M | 41,957 |
| 37 | VANGUARD MUN BD FDS | $3M | 52,082 |
| 38 | PIMCO ETF TR | $3M | 25,920 |
| 39 | ISHARES TR | $3M | 24,118 |
| 40 | SCHWAB STRATEGIC TR | $2M | 70,756 |
| 41 | CORE NATURAL RESOURCES INC | $2M | 18,237 |
| 42 | VANGUARD TAX-MANAGED FDS | $2M | 22,391 |
| 43 | ISHARES TR | $1M | 14,029 |
| 44 | ENOVA INTL INC | $1M | 8,369 |
| 45 | VANGUARD ADMIRAL FDS INC | $1M | 13,047 |
| 46 | WARRIOR MET COAL INC | $1M | 16,494 |
| 47 | FIRST TR EXCHNG TRADED FD VI | $1M | 47,484 |
| 48 | NMI HLDGS INC | $1M | 27,663 |
| 49 | ALPHA METALLURGICAL RESOUR I | $1M | 5,893 |
| 50 | SELECTIVE INS GROUP INC | $1M | 13,085 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.