Strategic Financial Partners, Ltd.
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 231,502
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 81 | 231,502 | 13F-HR | Strategic Financial Partners, Ltd. |
| Q4 2025 | 2/11/2026 | 83 | 230,952 | 13F-HR | Strategic Financial Partners, Ltd. |
| Q3 2025 | 11/6/2025 | 80 | 218,362 | 13F-HR | Strategic Financial Partners, Ltd. |
| Q2 2025 | 8/6/2025 | 76 | 215,442 | 13F-HR | Strategic Financial Partners, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.24 K | 5.7% | 0 | 154.4 K | -154.4 K |
| ETFs | 218.3 K | 94.3% | 163.5 K | 0 | 163.5 K |
| Other | 0 | 0.0% | 0 | 8.576 K | -8.576 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
231,502
Holdings
81
QoQ value change ($000)
550
(0.2%)
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.