§ 13F · FUND PROFILE
Strategic Financial Partners, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.4T (13F)Positions · 76Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16.6T 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 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 593K | $47.6T | 20.6% | +2% |
| 2 | SPYV | SPDR SERIES TRUST | 358K | $20.3T | 8.8% | +4% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 131K | $15.9T | 6.9% | −1% |
| 4 | SPDW | SPDR INDEX SHS FDS | 325K | $14.4T | 6.2% | +2% |
| 5 | AGG | ISHARES TR | 116K | $11.6T | 5.0% | +1% |
| 6 | IWR | ISHARES TR | 100K | $9.6T | 4.2% | −24% |
| 7 | IJR | ISHARES TR | 69K | $8.3T | 3.6% | +65% |
| 8 | ISTB | ISHARES TR | 164K | $8.0T | 3.5% | NEW |
| 9 | VUG | VANGUARD INDEX FDS | 13K | $6.2T | 2.7% | −1% |
| 10 | MGK | VANGUARD WORLD FD | 12K | $4.9T | 2.1% | −2% |
§ 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 $215442.1 trillion in assets. The fund runs a portfolio of 76 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