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Lindsay Marie Rider

Financial Strategies Group, Inc.

Assets Managed
$597.756M
Holdings
101
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
8.21%(2Q avg: 6.76%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Strategies Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Financial Strategies Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 597.756M in assets, with a quarterly growth rate of 8.21% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 3.69%
11.29%
$67.449M
776,616 shares@ $86.86 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 6.45%
8.4%
$50.196M
1.958M shares@ $25.63 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 4.89%
7.82%
$46.713M
1.201M shares@ $38.91 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 5.21%
5.4%
$32.249M
632,460 shares@ $50.99 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 11.11%
4.77%
$28.502M
621,357 shares@ $45.87 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 6.54%
4.6%
$27.45M
429,850 shares@ $63.87 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 4.55%
4.59%
$27.386M
927,402 shares@ $29.54 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 5.61%
3.19%
$19.037M
184,749 shares@ $103.04 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.81%
2.58%
$15.394M
44,170 shares@ $348.53 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.04%
2.54%
$15.136M
57,967 shares@ $261.12 avg price

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