Strategic Financial Group, LLC
Strategic Financial Group, LLC reported 19 holdings worth US$104M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Strategic Financial Group, LLC reported 19 holdings worth US$104M as of Jun 30, 2026. Largest: Dte Energy Company, Dt Midstream, Inc. and Apple Inc. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$104M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dte Energy Company | 7,628 | US$1.16M | 1.1% |
| Dt Midstream, Inc. | 3,797 | US$557K | 0.53% |
| Apple Inc | 1,871 | US$541K | 0.52% |
| Caterpillar, Inc. | 380 | US$405K | 0.39% |
| Chevron Corporation | 1,958 | US$325K | 0.31% |
| Walmart Inc. | 2,280 | US$258K | 0.25% |
| Johnson & Johnson | 798 | US$203K | 0.19% |