Strategic Financial Group, LLC
Strategic Financial Group, LLC reported 20 holdings worth US$103M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Strategic Financial Group, LLC reported 20 holdings worth US$103M as of Sep 30, 2026. Largest: Dte Energy Company, Apple Inc and Dt Midstream, Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$103M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dte Energy Company | 7,688 | US$936K | 0.91% |
| Apple Inc | 1,871 | US$623K | 0.60% |
| Dt Midstream, Inc. | 3,820 | US$456K | 0.44% |
| Chevron Corporation | 1,957 | US$400K | 0.39% |
| Caterpillar, Inc. | 380 | US$308K | 0.30% |
| Walmart Inc. | 2,280 | US$237K | 0.23% |
| Johnson & Johnson | 767 | US$203K | 0.20% |