Strategent Financial, LLC - Portfolio Stock Holdings
Strategent Financial, LLC disclosed 42 stock positions in a recent SEC 13F filing. $203,492,489 of stock holdings were filed, with the largest holdings including VOO, JQUA, and VCSH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $374,747,138 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
42Est. Stock Holding Value:
$203,492,489Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Strategent Financial, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...