Strategic Equity Management

Institutional manager (13F) · CIK 1843578

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $261M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$24M	36,233
2	ISHARES TR	$21M	56,171
3	VANGUARD INDEX FDS	$20M	66,039
4	ISHARES TR	$15M	153,619
5	STRATEGY SHS	$14M	524,422
6	SCHWAB STRATEGIC TR	$13M	511,149
7	ISHARES TR	$13M	230,154
8	ISHARES TR	$13M	68,553
9	NORTHERN LTS FD TR IV	$13M	50,874
10	STRATEGY SHS	$11M	413,836
11	ISHARES TR	$11M	43,152
12	ISHARES TR	$10M	33,296
13	SELECT SECTOR SPDR TR	$10M	167,992
14	SELECT SECTOR SPDR TR	$10M	202,891
15	NORTHERN LTS FD TR IV	$10M	206,605
16	ISHARES TR	$6M	34,978
17	NORTHERN LTS FD TR IV	$5M	136,333
18	ISHARES TR	$4M	47,399
19	SPDR SERIES TRUST	$4M	39,081
20	ISHARES TR	$3M	22,345
21	VANGUARD INDEX FDS	$3M	11,265
22	NORTHERN LIGHTS FD TR	$3M	80,324
23	ISHARES TR	$2M	3,649
24	STRATEGY SHS	$2M	74,014
25	NORTHERN LTS FD TR IV	$2M	53,498
26	BLACKROCK ETF TRUST II	$1M	27,111
27	MICROSOFT CORP	$1M	3,619
28	PACER FDS TR	$1M	21,046
29	NORTHERN LTS FD TR IV	$1M	28,008
30	FIS TR	$1M	37,779
31	ALPHABET INC	$1M	4,104
32	VANGUARD INDEX FDS	$1M	3,419
33	CATERPILLAR INC	$1M	1,542
34	FIRST TR EXCHANGE-TRADED ALP	$875k	9,027
35	ISHARES INC	$830k	11,899
36	ISHARES TR	$762k	3,607
37	VANGUARD INDEX FDS	$755k	2,629
38	ISHARES TR	$741k	6,555
39	SCHWAB STRATEGIC TR	$737k	25,357
40	PROCTER & GAMBLE CO	$708k	4,904
41	SCHWAB STRATEGIC TR	$680k	21,951
42	APPLE INC	$630k	2,481
43	ISHARES TR	$594k	4,175
44	VANGUARD INDEX FDS	$471k	1,079
45	FRANKLIN TEMPLETON ETF TR	$461k	8,396
46	TIMOTHY PLAN	$449k	12,450
47	ISHARES TR	$437k	6,478
48	HUNTINGTON BANCSHARES INC	$397k	25,393
49	INVESCO EXCH TRADED FD TR II	$365k	5,792
50	SPDR GOLD TR	$364k	845

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