13F Filings History of Strategic Financial Partners, Ltd.

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$230,952,090
Signature - Title
Grant Carroll - Chief Compliance Officer
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Strategic Financial Partners, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Financial Partners, Ltd. reported 83 stock holdings with total value $230,952,090 as of Q4 2025. Top holdings included SPYM, SPYV, VONG, SPDW, and AGG.

Notify me when Strategic Financial Partners, Ltd. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $230,952,090 +$25,842,974 -$14,350,960 +$11,492,014 SPYM, SPYV, VONG, SPDW, AGG 13F-HR 11 Feb 2026, 15:23
Q3 2025 80 $218,362,402 +$10,881,044 -$20,875,870 -$9,994,826 SPLG, SPYV, VONG, SPDW, IWR 13F-HR 06 Nov 2025, 12:21
Q2 2025 76 $215,442,089 +$43,389,300 -$33,054,867 +$10,334,433 SPLG, SPYV, VONG, SPDW, AGG 13F-HR 06 Aug 2025, 09:44
Q1 2025 71 $189,915,228 +$28,912,014 -$30,130,861 -$1,218,847 SPLG, VONG, AGG, SPDW, SPYV 13F-HR 06 May 2025, 13:33
Q4 2024 70 $195,890,775 +$22,977,413 -$22,183,875 +$793,538 SPLG, SPYV, VONG, SPDW, IWR 13F-HR 10 Feb 2025, 14:15
Q3 2024 67 $195,906,905 +$19,545,122 -$15,838,800 +$3,706,322 SPLG, VONG, IWR, SPDW, SPYV 13F-HR 28 Oct 2024, 14:02
Q2 2024 68 $181,615,070 +$11,780,432 -$13,353,227 -$1,572,795 SPLG, VONG, SPDW, IWR, IJR 13F-HR 24 Jul 2024, 15:03
Q1 2024 71 $180,659,411 +$18,025,535 -$19,556,591 -$1,531,056 SPLG, VONG, SPDW, IWR, IJR 13F-HR 10 Jul 2024, 13:25
Q4 2023 69 $172,179,987 +$20,675,195 -$29,780,421 -$9,105,226 VONG, SPLG, SPDW, IWR, IJR 13F-HR 10 Jul 2024, 11:25
Q3 2023 71 $164,752,598 +$17,450,722 -$21,268,478 -$3,817,756 SPLG, VONG, IWR, SPDW, SPYV 13F-HR 10 Jul 2024, 11:25
Q2 2023 70 $175,579,188 +$24,814,293 -$19,015,981 +$5,798,312 SPLG, SPDW, SPYV, IWR, SPTI 13F-HR 10 Jul 2024, 11:24
Q1 2023 69 $163,312,236 +$18,136,232 -$25,539,915 -$7,403,683 SPLG, SPYV, IWR, IJR, SPDW 13F-HR 10 Jul 2024, 11:24
Q4 2022 71 $163,891,000 +$25,089,490 -$27,665,278 -$2,575,788 SPLG, SPYV, SPTI, IWR, AGG 13F-HR 10 Jul 2024, 08:48
Q3 2022 63 $157,065,000 +$9,967,944 -$14,603,098 -$4,635,154 SPLG, IWR, SPYV, VCIT, IJR 13F-HR 10 Jul 2024, 08:46
Q2 2022 64 $171,208,000 +$37,399,381 -$33,399,780 +$3,999,601 SPYV, SPLG, AGG, IWR, VCIT 13F-HR 10 Jul 2024, 08:46
Q1 2022 69 $196,284,000 +$22,196,893 -$17,244,180 +$4,952,713 VONG, SPLG, IWR, SPDW, IJR 13F-HR 10 Jul 2024, 08:44
Q4 2021 68 $203,609,000 +$26,088,112 -$20,015,812 +$6,072,300 SPLG, VONG, SPDW, IWR, SPYV 13F-HR 09 Jul 2024, 15:19
Q3 2021 66 $186,000,000 +$7,694,279 -$1,343,040 +$6,351,239 SPLG, IWR, SPDW, VONG, SPYV 13F-HR 09 Jul 2024, 15:19
Q2 2021 66 $181,100,000 +$22,968,667 -$8,732,090 +$14,236,577 SPLG, IWR, SPDW, VONG, SPYV 13F-HR 09 Jul 2024, 15:18
Q1 2021 63 $168,681,000 +$14,554,285 -$5,361,047 +$9,193,238 SPLG, IWR, SPDW, VONG, IJR 13F-HR 09 Jul 2024, 15:17
Q4 2020 62 $152,849,000 +$39,571,994 -$25,409,722 +$14,162,272 SPLG, IWR, SPDW, VONG, IJR 13F-HR 09 Jul 2024, 12:37
Q3 2020 59 $127,821,000 +$13,412,389 -$11,454,491 +$1,957,898 MINT, VCIT, SPTI, SPLG, IWR 13F-HR 09 Jul 2024, 12:36
Q2 2020 60 $120,671,000 +$35,170,571 -$22,141,437 +$13,029,134 VCIT, SPLG, MINT, SPTI, IWR 13F-HR 09 Jul 2024, 12:35
Q1 2020 60 $94,045,000 +$12,630,870 -$17,423,922 -$4,793,052 SPLG, SCHO, AGG, SPDW, IWR 13F-HR 09 Jul 2024, 12:35
Q4 2019 68 $122,161,000 $0 $0 $0 SPLG, SPDW, IWR, VONG, IJR 13F-HR 08 Jul 2024, 16:25