Notify me when Strategic Equity Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 68 | $294,895,547 | +$69,095,217 | -$37,831,095 | +$31,264,122 | MRSK, SPY, VV, IWV, SCHX | 13F-HR | 09 Feb 2026, 16:49 |
| Q3 2025 | 65 | $269,932,959 | +$12,932,667 | -$32,096,881 | -$19,164,214 | MRSK, SPY, IWV, SCHX, VV | 13F-HR | 05 Nov 2025, 17:21 |
| Q2 2025 | 70 | $271,794,613 | +$132,529,401 | -$120,125,182 | +$12,404,219 | MRSK, SPY, IWV, SCHX, VV | 13F-HR | 11 Aug 2025, 12:14 |
| Q1 2025 | 59 | $237,879,896 | +$25,753,859 | -$14,319,576 | +$11,434,283 | SCHX, SPY, VV, PTL, IWV | 13F-HR | 15 Apr 2025, 12:42 |
| Q4 2024 | 52 | $237,379,347 | +$63,829,392 | -$13,489,479 | +$50,339,913 | SCHX, SPY, PTL, VV, IWV | 13F-HR | 07 Feb 2025, 10:45 |
| Q3 2024 | 54 | $210,904,431 | +$58,549,877 | -$9,563,146 | +$48,986,731 | SCHX, SPY, PTL, IWV, VV | 13F-HR | 05 Nov 2024, 14:58 |
| Q2 2024 | 45 | $153,485,220 | +$45,849,167 | -$14,485,600 | +$31,363,567 | SCHX, SPY, PTL, IWV, VV | 13F-HR | 31 Jul 2024, 16:17 |
| Q1 2024 | 35 | $119,686,643 | +$40,498,799 | -$17,400,701 | +$23,098,098 | SCHX, SPY, IWL, BINC, BIBL | 13F-HR | 16 Apr 2024, 16:36 |
| Q4 2023 | 25 | $88,819,982 | +$23,817,344 | -$222,488,744 | -$198,671,400 | SPY, SCHX, IWL, BIBL, IVW | 13F-HR | 07 Feb 2024, 16:26 |
| Q3 2023 | 39 | $265,404,556 | +$54,840,053 | -$72,738,543 | -$17,898,490 | SPY, IWV, AGG, IWL, IVW | 13F-HR | 07 Nov 2023, 15:38 |
| Q2 2023 | 38 | $292,220,120 | +$40,481,350 | -$39,786,695 | +$694,655 | IVW, AGG, IWV, SPY, IWL | 13F-HR | 18 Jul 2023, 16:28 |
| Q1 2023 | 42 | $281,046,503 | +$101,644,771 | -$90,584,785 | +$11,059,986 | AGG, IWV, SPY, IWL, IWR | 13F-HR | 25 Apr 2023, 16:50 |
| Q4 2022 | 35 | $260,703,786 | +$87,243,466 | -$79,325,454 | +$7,918,012 | SHY, IWV, SPY, IWL, IWR | 13F-HR | 09 Feb 2023, 12:09 |
| Q3 2022 | 36 | $241,519,000 | +$137,259,605 | -$82,526,683 | +$54,732,922 | BIL, IWV, IWL, AGG, IWR | 13F-HR | 17 Oct 2022, 16:55 |
| Q2 2022 | 38 | $192,693,000 | +$99,264,351 | -$158,405,869 | -$59,141,518 | IWL, SHY, SHV, VTI, IGSB | 13F-HR | 26 Jul 2022, 12:56 |
| Q1 2022 | 44 | $278,051,000 | +$57,532,135 | -$81,940,914 | -$24,408,779 | IWL, IWY, AGG, VTI, VNQ | 13F-HR | 02 May 2022, 16:22 |
| Q4 2021 | 46 | $319,741,000 | +$107,719,759 | -$102,775,742 | +$4,944,017 | IWL, IWY, VTI, VNQ, QQQ | 13F-HR | 18 Jan 2022, 11:51 |
| Q3 2021 | 40 | $298,829,000 | +$22,252,359 | -$12,806,434 | +$9,445,925 | IWL, IWY, VTI, IWN, IWM | 13F-HR | 09 Nov 2021, 11:22 |
| Q2 2021 | 39 | $292,164,000 | +$85,996,904 | -$45,482,517 | +$40,514,387 | IWL, IWY, VTI, IWN, IWM | 13F-HR | 28 Jul 2021, 11:44 |
| Q1 2021 | 30 | $236,516,000 | +$38,355,555 | -$28,445,912 | +$9,909,643 | IWL, IWY, VTI, IWM, VOT | 13F-HR | 12 May 2021, 17:23 |
| Q4 2020 | 28 | $223,007,000 | $0 | $0 | $0 | IWL, IWY, VTI, MGK, VBK | 13F-HR | 10 Feb 2021, 17:24 |