Strategic Financial Group, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing, signed by Christopher Tanke, the Owner, Founder, and Chief Compliance Officer, lists a total of 20 equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the disclosed positions. The largest holding is the Invesco Exchange Traded Standard & Poor's 500 ETF, with 697,281 shares. Other significant ETF positions include the iShares Core U.S. Aggregate Bond ETF (151,788 shares) and the SPDR Series Trust S&P 500 ETF (295,560 shares).
Among individual equities, DTE Energy Co. is the largest holding with 7,688 shares. Caterpillar Inc. follows with 380 shares, while Chevron Corporation holds 1,957 shares. The filing also lists positions in Johnson & Johnson (767 shares), Walmart Inc. (2,280 shares), and Apple Inc. (1,871 shares).
The report indicates that all positions are held in a Sole capacity, with no shared investment discretion disclosed.
