Strategic Equity Management
$298M 13F equity value
76 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Strategic Equity Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 32,397 | $24M | 8.1% |
| PTL | NORTHERN LTS FD TR IV | 80,533 | $23M | 7.7% |
| VV | VANGUARD INDEX FDS | 66,322 | $23M | 7.7% |
| IWV | ISHARES TR | 53,092 | $23M | 7.6% |
| ITOT | ISHARES TR | 137,333 | $23M | 7.6% |
| ESUM | STRATEGY SHS | 542,739 | $17M | 5.6% |
| IWN | ISHARES TR | 73,135 | $16M | 5.4% |
| EEM | ISHARES TR | 227,232 | $16M | 5.2% |
| IWM | ISHARES TR | 45,717 | $14M | 4.6% |
| VTV | VANGUARD INDEX FDS | 61,205 | $13M | 4.5% |
Track Strategic Equity Management's 13F portfolio: $298M in reported holdings, 76 positions. Top holdings and quarterly changes on SentiSense.
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