Financial Strategies Group, Inc.
All 13F Filings
- Location
- Okemos, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 627,582
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 100 | 627,582 | 13F-HR | Financial Strategies Group, Inc. |
| Q1 2026 | 5/8/2026 | 101 | 597,756 | 13F-HR | Financial Strategies Group, Inc. |
| Q4 2025 | 2/5/2026 | 94 | 552,446 | 13F-HR | Financial Strategies Group, Inc. |
| Q3 2025 | 11/4/2025 | 93 | 524,602 | 13F-HR | Financial Strategies Group, Inc. |
| Q2 2025 | 8/14/2025 | 93 | 479,411 | 13F-HR | Financial Strategies Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 272.6 K | 43.4% | 9.111 K | 0 | 9.111 K |
| ETFs | 355 K | 56.6% | 20.71 K | 0 | 20.71 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
627,582
Holdings
100
QoQ value change ($000)
29,826
(5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.