Strategic Financial Partners, Ltd. Portfolio Holdings

Strategic Financial Partners, Ltd. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $45.5M, Spdr Portfolio S&P 500 Value E with a value of $19.1M, Vanguard Russell 1000 Growth E with a value of $15.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.7M, and Ishares Russell Mid Cap ETF with a value of $12.6M.

Examining the 13F form we can see an increase of $5.15M in the current position value, from $209M to 215M.

Strategic Financial Partners, Ltd. is based out at Bend, OR

Below you can find more details about Strategic Financial Partners, Ltd. portfolio as well as his latest detailed transactions.