Financial Strategies Group, Inc.
All 13F Filings
- Location
- Okemos, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 552,446
- 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 | 2/5/2026 | 94 | 552,446 | 13F-HR | Financial Strategies Group, Inc. |
| Q3 2025 | 11/4/2025 | 93 | 524,602 | 13F-HR | Financial Strategies Group, Inc. |
| Q2 2025 | 8/14/2025 | 93 | 479,411 | 13F-HR | Financial Strategies Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 505.2 K | 91.5% | 26.68 K | 0 | 26.68 K |
| ETFs | 47.23 K | 8.5% | 1.16 K | 0 | 1.16 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
552,446
Holdings
94
QoQ value change ($000)
27,844
(5.3%)
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.