Strategic Financial Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of the close of business on September 30, 2026. The filing, signed by Christopher Tanke, the Owner, Founder, and Chief Compliance Officer, lists a total of 20 positions held by the firm.
The largest position disclosed in the filing is Invesco Exchange Traded Standard & Poor’s 500 ETF Trust, with 697,281 shares. This is followed by iShares Core U.S. Aggregate Bond ETF, which holds 151,788 shares, and DTE Energy Co., with 7,688 shares. The filing also lists significant positions in SPDR Series Trust S&P 500 ETF Trust (295,560 shares), iShares Core U.S. Aggregate Bond ETF (151,788 shares), and iShares 7-10 Year Treasury Bond ETF (102,205 shares).
The portfolio is diversified across various sectors and asset classes. Major equity holdings include Caterpillar Inc. (380 shares), Chevron Corporation (1,957 shares), Johnson & Johnson (767 shares), and Walmart Inc. (2,280 shares). The filing also includes various exchange-traded funds, such as the VanEck Semiconductor ETF (5,578 shares) and the Vanguard Small-Cap Value ETF (14,789 shares).
Strategic Financial Group, LLC is located at 16964 Robbins Road Suite 100A in Grand Haven, Michigan. The filing was submitted on October 8, 2026.
