SEC Form 13F · Q2 2026

Strategic Financial Group, LLC

Institutional Holdings Report

13F-HRMI
$104.4M
Portfolio Value
19
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Strategic Financial Group, LLC
CIK
2131286
Accession No.
0002085853-26-000710
Location
GRAND HAVEN, MI
Form Type
13F-HR
Portfolio Value
$104.4M
Holdings Reported
19
Reporting Period
Q2 2026
Filed
July 13, 2026

About this Filing

Strategic Financial Group, LLC is an institutional investment manager based in GRAND HAVEN, MI reporting approximately $104.4M in 13(f) securities across 19 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.