13F Filings History of Strategent Financial, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$158,008,369
Signature - Title
Dale S. Lam - President
Location
Harrisonburg, VA
Summary
This page shows a list of all the recent 13F filings made by Strategent Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategent Financial, LLC reported 40 stock holdings with total value $158,008,369 as of Q4 2025. Top holdings included VOO, JQUA, JPST, QQQM, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 40 $158,008,369 +$16,735,225 -$1,153,604 +$15,581,621 VOO, JQUA, JPST, QQQM, QQQ 13F-HR 29 Jan 2026, 10:24
Q3 2025 36 $139,806,052 +$5,496,552 -$757,511 +$4,739,041 VOO, JQUA, JPST, QQQ, QQQM 13F-HR 24 Oct 2025, 14:40
Q2 2025 35 $128,157,780 +$9,543,023 -$192,746 +$9,350,277 VOO, JQUA, JPST, QQQ, QQQM 13F-HR 28 Jul 2025, 14:13
Q1 2025 33 $110,490,881 +$16,988,272 -$5,016,435 +$11,971,837 VOO, JQUA, JPST, QQQ, QQQM 13F-HR 11 Apr 2025, 14:43
Q4 2024 32 $100,671,630 $0 $0 $0 VOO, JQUA, JPST, QQQ, SDY 13F-HR 04 Feb 2025, 15:09