SEC Form 13F · Q2 2026

Financial Strategies Group, Inc.

Institutional Holdings Report

13F-HRMI
$638.9M
Portfolio Value
100
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Financial Strategies Group, Inc.
CIK
1774343
Accession No.
0001986152-26-000122
Location
OKEMOS, MI
Form Type
13F-HR
Portfolio Value
$638.9M
Holdings Reported
100
Reporting Period
Q2 2026
Filed
August 11, 2026

About this Filing

Financial Strategies Group, Inc. is an institutional investment manager based in OKEMOS, MI reporting approximately $638.9M in 13(f) securities across 100 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.