Strategent Financial, LLC Portfolio Holdings

Strategent Financial, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $27.6B, J P Morgan ETF Tr U S Quality with a value of $22B, Jp Morgan ETF Tr Ultra Short I with a value of $18.1B, Invesco Qqq Trust, Series 1 with a value of $10.2B, and Invesco Exchange Traded Fd Tr with a value of $10B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $128B to 140B.

Strategent Financial, LLC is based out at Harrisonburg, VA

Below you can find more details about Strategent Financial, LLC portfolio as well as his latest detailed transactions.