SEC Form 13F

Financial Strategies Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$627,581,664
Positions100

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPTMST STR PR SP1500$70,868,936779,808
SPDR SERIES TRUSTSPABST STR AGGRE ETF$53,292,7652,113,953
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$50,006,8581,245,191
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$30,148,209668,475
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$29,776,467942,592
SPDR SERIES TRUSTSPMDST STR P400MID$29,350,632442,361
SPDR SERIES TRUSTSLYVST STR SP600SM C$20,630,116188,300
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$19,778,963215,692
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$16,750,237327,729
PACER FDS TRPSFFSWAN SOS FD OF$15,726,030456,621

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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