Strategent Financial, LLC
All 13F Filings
- Location
- Harrisonburg, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 147,249
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 41 | 147,249 | 13F-HR | Strategent Financial, LLC |
| Q4 2025 | 1/29/2026 | 40 | 158,008 | 13F-HR | Strategent Financial, LLC |
| Q3 2025 | 10/24/2025 | 36 | 139,806 | 13F-HR | Strategent Financial, LLC |
| Q2 2025 | 7/28/2025 | 35 | 128,158 | 13F-HR | Strategent Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.077 K | 3.4% | 0 | 87.4 K | -87.4 K |
| ETFs | 142.2 K | 96.6% | 76.63 K | 0 | 76.63 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
147,249
Holdings
41
QoQ value change ($000)
-10,759
(-6.8%)
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.