§ 13F · FUND PROFILE
Strategic Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 138Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M 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 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | INTF | ISHARES TR | 8.70M | $339M | 16.1% | ±0% |
| 2 | SMLF | ISHARES TR | 3.84M | $290M | 13.8% | +1% |
| 3 | LRGF | ISHARES TR | 3.99M | $263M | 12.5% | +2% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 2.70M | $161M | 7.7% | +2% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 1.45M | $115M | 5.5% | +24% |
| 6 | EMGF | ISHARES INC | 1.89M | $114M | 5.4% | ±0% |
| 7 | VTIP | VANGUARD MALVERN FDS | 1.47M | $73M | 3.5% | +77% |
| 8 | VGLT | VANGUARD SCOTTSDALE FDS | 1.31M | $72M | 3.4% | +3% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 869K | $72M | 3.4% | +2% |
| 10 | VFMO | VANGUARD WELLINGTON FD | 286K | $56M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Financial Services, Inc. is a Other fund managing $1.9 billion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 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