Strategic Financial Partners, Ltd.
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 265,118
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 88 | 265,118 | 13F-HR | Strategic Financial Partners, Ltd. |
| 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 | 12.78 K | 4.8% | 0 | 459 | -459 |
| ETFs | 252.3 K | 95.2% | 34.07 K | 0 | 34.07 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
265,118
Holdings
88
QoQ value change ($000)
33,616
(14.5%)
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.