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Christopher Tanke

Strategic Financial Group, Llc

Assets Managed
$104.372M
Holdings
19
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
7.45%(2Q avg: 3.73%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Strategic Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 104.372M in assets, with a quarterly growth rate of 7.45% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Christopher Tanke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.36%
16.72%
$17.45M
176,302 shares@ $98.99 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.34%
15.44%
$16.114M
23,462 shares@ $686.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.29%
13.68%
$14.269M
19,377 shares@ $736.41 avg price
BSCW
Invesco Bulletshares 2032 Cb
Recent Activity
Increased 0.85%
13.33%
$13.907M
678,051 shares@ $20.51 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -0.07%
9.17%
$9.568M
101,172 shares@ $94.57 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.7%
7.78%
$8.113M
34,289 shares@ $236.62 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.37%
6.07%
$6.335M
17,120 shares@ $370.05 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Increased 0.57%
3.95%
$4.114M
90,744 shares@ $45.35 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 1.13%
3.69%
$3.848M
164,163 shares@ $23.45 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.42%
3.08%
$3.214M
14,750 shares@ $217.94 avg price

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