§ 13F · FUND PROFILE
Strategic Equity Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271.8T (13F)Positions · 70Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39.8T 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 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MRSK | NORTHERN LIGHTS FD TR | 949K | $34.9T | 11.8% | −27% |
| 2 | SPY | SPDR S&P 500 ETF TR | 37K | $25.4T | 8.6% | −7% |
| 3 | VV | VANGUARD INDEX FDS | 72K | $22.6T | 7.7% | +24% |
| 4 | IWV | ISHARES TR | 56K | $21.7T | 7.3% | +2% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 618K | $16.6T | 5.6% | −12% |
| 6 | PTL | NORTHERN LTS FD TR IV | 63K | $15.7T | 5.3% | +16% |
| 7 | ESUM | STRATEGY SHS | 530K | $14.3T | 4.8% | +9% |
| 8 | IWO | ISHARES TR | 41K | $13.3T | 4.5% | NEW |
| 9 | BIBL | NORTHERN LTS FD TR IV | 290K | $13.1T | 4.4% | +135% |
| 10 | IEFA | ISHARES TR | 140K | $12.5T | 4.2% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Equity Management is a Other fund managing $271794.6 trillion in assets. The fund runs a portfolio of 70 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed