Strategent Financial, LLC
All 13F Filings
- Location
- Harrisonburg, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 158,008
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 40 | 158,008 | 13F-HR | Strategent Financial, LLC |
| Q3 2025 | 10/24/2025 | 36 | 139,806 | 13F-HR | Strategent Financial, LLC |
| Q2 2025 | 7/28/2025 | 35 | 128,158 | 13F-HR | Strategent Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.48 K | 58.5% | 18.59 K | 0 | 18.59 K |
| ETFs | 65.54 K | 41.5% | 0 | 380 | -380 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
158,008
Holdings
40
QoQ value change ($000)
18,202
(13.0%)
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.