Strategic Financial Partners, Ltd. - Portfolio Stock Holdings
Strategic Financial Partners, Ltd. disclosed 96 stock positions in a recent SEC 13F filing. $270,199,534 of stock holdings were filed, with the largest holdings including SPYM, XLK, and XLI. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $321,117,654 and has 7 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:
96Est. Stock Holding Value:
$270,199,534Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Strategic Financial Partners, Ltd.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...