StockDriftsStockDriftsTop 50 Strategic Financial Partners, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 17.79% | 536.7K | $47.2M | -9.23%(-54.61K) | $53.40(+70.49%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 9.48% | 413.6K | $25.1M | +12.43%(+45.72K) | $47.97(+32.15%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 5.5% | 114.1K | $14.6M | -20.54%(-29.50K) | $78.48(+63.05%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.53% | 238.5K | $12.0M | -34.72%(-126.86K) | $34.69(+49.10%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.35% | 15.7K | $11.5M | +1226.84%(+14.49K) | $624.86(+15.36%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.87% | 103.5K | $10.2M | -30.46%(-45.35K) | $100.78(-3.33%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.88% | 51.5K | $7.6M | -2.03%(-1.07K) | $103.59(+43.60%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.75% | 66.1K | $7.3M | -23.27%(-20.05K) | $73.16(+54.94%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.33% | 71.7K | $6.2M | +1.02%(+724) | $32.28(+175.91%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.25% | 72.3K | $6.0M | +76.32%(+31.29K) | $85.34(-4.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.65% | +50.70% | +6.68% | +38.18% |
| Top 20 Holdings Unweighted | +13.91% | +47.81% | +6.19% | +35.02% |
Strategic Financial Partners, Ltd. reports $265.12M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (17.8%), SPYV (9.5%) and VONG (5.5%). The top 20 holdings account for 73.49% of reported assets. Its disclosed equity book has returned +50.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Financial Partners, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2027921). View Strategic Financial Partners, Ltd.’s 13F filings on SEC