§ 13F · FUND PROFILE
Financial Strategies Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $524.6T (13F)Positions · 93Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$458.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 749K | $62.8T | 11.4% | ±0% |
| 2 | SPAB | SPDR SERIES TRUST | 1.84M | $47.5T | 8.6% | +4% |
| 3 | FENI | FIDELITY COVINGTON TRUST | 1.14M | $43.1T | 7.8% | +2% |
| 4 | SPEM | SPDR INDEX SHS FDS | 601K | $29.0T | 5.3% | +2% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 559K | $25.8T | 4.7% | +4% |
| 6 | FNDX | SCHWAB STRATEGIC TR | 887K | $24.7T | 4.5% | +1% |
| 7 | SPMD | SPDR SERIES TRUST | 403K | $24.4T | 4.4% | +2% |
| 8 | SLYV | SPDR SERIES TRUST | 175K | $16.6T | 3.0% | +2% |
| 9 | AMZN | AMAZON COM INC | 59K | $14.1T | 2.6% | +3% |
| 10 | PSFF | PACER FDS TR | 428K | $13.9T | 2.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Strategies Group, Inc. is a Other fund managing $524602.2 trillion in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed