§ 13F · FUND PROFILE
Strategic Financial Partners, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 80Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 591K | $45M | 19.6% | ±0% |
| 2 | SPYV | SPDR SERIES TRUST | 368K | $21M | 9.0% | +3% |
| 3 | SPDW | SPDR INDEX SHS FDS | 365K | $17M | 7.2% | +13% |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | 144K | $16M | 6.8% | +10% |
| 5 | AGG | ISHARES TR | 149K | $15M | 6.4% | +29% |
| 6 | ISTB | ISHARES TR | 214K | $10M | 4.5% | +31% |
| 7 | IWR | ISHARES TR | 86K | $8M | 3.6% | −14% |
| 8 | IJR | ISHARES TR | 53K | $7M | 2.8% | −24% |
| 9 | VUG | VANGUARD INDEX FDS | 12K | $5M | 2.2% | −7% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 87K | $5M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Financial Partners, Ltd. is a Other fund managing $218 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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