Institutions / Financial Strategies Group, Inc.
Financial Strategies Group, Inc.
CIK 1774343 · Institution · as of Dec 31, 2025
Portfolio value
$552.45M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $62.81M | 11.4% |
| SPDR Series Trust | $47.45M | 8.6% |
| Fidelity Covington Trust | $43.11M | 7.8% |
| SPDR Index Shs Fds | $29.04M | 5.3% |
| Fidelity Merrimack Str Tr | $25.79M | 4.7% |
| Schwab Strategic Tr | $24.75M | 4.5% |
| SPDR Series Trust | $24.35M | 4.4% |
| SPDR Series Trust | $16.56M | 3.0% |
| Amazon.com Inc | $14.11M | 2.6% |
| Pacer Fds Tr | $13.89M | 2.5% |
| Alphabet Inc. | $13.51M | 2.4% |
| Warren E. Buffett | $12.66M | 2.3% |
| Progressive CORP/OH | $12.41M | 2.2% |
| HCA Healthcare, Inc. | $11.68M | 2.1% |
| Capital One Financial Corp | $11.40M | 2.1% |
| JPMorgan Chase & Co | $11.19M | 2.0% |
| Chubb Ltd | $10.19M | 1.8% |
| iShares Tr | $10.11M | 1.8% |
| FactSet Research Systems Inc | $9.16M | 1.7% |
| iShares Tr | $9.04M | 1.6% |
| W. R. Berkley Corporation | $9.03M | 1.6% |
| Exxon Mobil Corp | $8.75M | 1.6% |
| Pultegroup INC/MI | $7.78M | 1.4% |
| Apple Inc. | $7.61M | 1.4% |
| SPDR Series Trust | $7.55M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.