Strategic Financial Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The report lists the firm's principal executive officer and compliance officer, Christopher Tanke, as the authorized signatory.
The filing details a portfolio consisting of 20 individual equity securities and exchange-traded funds (ETFs). The largest position by number of shares held is in the Invesco Exchange Traded Standard & Poor's 500 ETF, with 697,281 shares. Other notable equity holdings include DTE Energy Co. with 7,688 shares, DT Midstream Inc. with 3,820 shares, and Chevron Corporation with 1,957 shares.
The portfolio is diversified across various sectors. It includes significant exposure to the energy sector through DTE Energy, Chevron, and Select Sector SPDR Trust Standard & Poor's Energy ETF. It also holds positions in Johnson & Johnson, Caterpillar Inc., and Walmart Inc. Additionally, the filing lists several fixed-income ETFs, including iShares Core U.S. Aggregate Bond ETF, iShares 7-10 Year Treasury Bond ETF, and Vanguard Specialized Funds Dividend Appreciation ETF.
