Strategic Financial Partners, Ltd.
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 230,952
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 167.6 K | 72.6% | 4.526 K | 0 | 4.526 K |
| ETFs | 54.74 K | 23.7% | 0 | 23 | -23 |
| Other | 8.576 K | 3.7% | 8.087 K | 0 | 8.087 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
230,952
Holdings
83
QoQ value change ($000)
12,590
(5.8%)
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.