Strategic Financial Partners, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Strategic Financial Partners, Ltd. held in its portfolio 77 assets valued at $230,952,090 (i.e. $230.95M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($73.83M), VANGUARD SCOTTSDALE FDS ($15.91M), and SPDR INDEX SHS FDS ($14.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Financial Partners, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1069449 | 73828610 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 130682 | 15910577 | VNG RUS1000GRW |
| SPDR INDEX SHS FDS | 324656 | 14418006 | PORTFOLIO DEVLPD |
| ISHARES TR | 115688 | 11554947 | CORE US AGGBD ET |
| ISHARES TR | 99728 | 9600865 | RUS MID CAP ETF |
| ISHARES TR | 69292 | 8327619 | CORE S&P SCP ETF |
| ISHARES TR | 164081 | 7999017 | CORE 1 5 YR USD |
| VANGUARD INDEX FDS | 12671 | 6181834 | GROWTH ETF |
| VANGUARD WORLD FD | 11930 | 4924611 | MEGA GRWTH IND |
| VANGUARD INTL EQUITY INDEX F | 87174 | 4686498 | FTSE EMR MKT ETF |
| SELECT SECTOR SPDR TR | 26835 | 4162753 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 34878 | 4105952 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 28340 | 4080243 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 33806 | 4036869 | STATE STREET CON |
| VANGUARD INDEX FDS | 18884 | 3606709 | VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 39593 | 3315971 | INT-TERM CORP |
| VANGUARD INDEX FDS | 9702 | 3252814 | TOTAL STK MKT |
| VANGUARD WORLD FD | 19830 | 2799282 | MEGA CAP VAL ETF |
| ISHARES TR | 55748 | 2787971 | CORE INTL AGGR |
| ISHARES INC | 49526 | 2104901 | MSCI GERMANY ETF |
| ISHARES INC | 38909 | 2098370 | MSCI CDA ETF |
| MICROSOFT CORP | 4282 | 2071189 | COM |
| ISHARES INC | 37456 | 2035037 | MSCI ITALY ETF |
| ISHARES TR | 46149 | 2029652 | MSCI UK ETF NEW |
| VANGUARD INDEX FDS | 2689 | 1686350 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE-TRADED FD | 38807 | 1624461 | FIRST TR TA HIYL |
| FIRST TR EXCHNG TRADED FD VI | 72518 | 1566394 | SECURITIZED PLUS |
| APPLE INC | 5427 | 1475536 | COM |
| VANGUARD INDEX FDS | 4888 | 1260881 | SMALL CP ETF |
| FIRST TR EXCH TRADED FD III | 24241 | 1239604 | MANAGD MUN ETF |
| VANGUARD INDEX FDS | 5775 | 1223089 | SM CP VAL ETF |
| PACER FDS TR | 21993 | 1222424 | TRENDP US LAR CP |
| VANGUARD INDEX FDS | 3684 | 1113062 | SML CP GRW ETF |
| INVESCO QQQ TR | 1402 | 861313 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 18259 | 859640 | MTG-BKD SECS ETF |
| ISHARES TR | 6068 | 858562 | MSCI ACWI ETF |
| VANGUARD INDEX FDS | 2883 | 805011 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 4180 | 741471 | MCAP VL IDXVIP |
| VANGUARD STAR FDS | 9607 | 724796 | VG TL INTL STK F |
| ISHARES TR | 21608 | 668983 | PFD AND INCM SEC |
| ISHARES TR | 12027 | 632897 | US INFRASTRUC |
| ALPHABET INC | 1898 | 594146 | CAP STK CL A |
| ISHARES TR | 5992 | 576962 | JPMORGAN USD EMG |
| ISHARES INC | 12033 | 555082 | US INTL HGH YLD |
| INVESCO EXCH TRADED FD TR II | 26280 | 551880 | SR LN ETF |
| ISHARES TR | 8046 | 531036 | CORE S&P MCP ETF |
| MSC INCOME FUND INC | 38711 | 508672 | COM |
| FS CREDIT OPPORTUNITIES CORP | 79652 | 501811 | COMMON STOCK |
| VANGUARD TAX-MANAGED FDS | 7971 | 498005 | VAN FTSE DEV MKT |
| FIRST TR EXCHANGE-TRADED FD | 9727 | 448238 | SHS |
| NVIDIA CORPORATION | 2235 | 416864 | COM |
| SPDR S&P 500 ETF TR | 611 | 416654 | TR UNIT |
| ELI LILLY & CO | 375 | 403271 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8042 | 395313 | FT VEST S&P 500 |
| ISHARES TR | 1843 | 387659 | RUS 1000 VAL ETF |
| PACER FDS TR | 10375 | 370111 | TRENDP US MID CP |
| VANGUARD INTL EQUITY INDEX F | 4920 | 361977 | ALLWRLD EX US |
| ISHARES TR | 752 | 355922 | RUS 1000 GRW ETF |
| ISHARES TR | 3197 | 352151 | TRUST ISHARE 0-1 |
| VANGUARD INDEX FDS | 3503 | 310027 | REAL ESTATE ETF |
| VANGUARD WHITEHALL FDS | 2040 | 292781 | HIGH DIV YLD |
| AMAZON COM INC | 1263 | 291525 | COM |
| SCHWAB STRATEGIC TR | 10283 | 282077 | US DIVIDEND EQ |
| CATERPILLAR INC | 473 | 271422 | COM |
| SPDR INDEX SHS FDS | 3941 | 260734 | MSCI EMRG MKTS |
| ISHARES TR | 1143 | 242397 | S&P 500 VAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 13716 | 240048 | COMMON SHS |
| BROADCOM INC | 691 | 239381 | COM |
| FS SPECIALTY LENDING FD | 16883 | 238727 | COM SH BEN INT |
| PGIM ETF TR | 5358 | 229056 | ACTIVE AGGREGATE |
| JPMORGAN CHASE & CO. | 681 | 219670 | COM |
| VANGUARD WORLD FD | 290 | 218667 | INF TECH ETF |
| FIRST TR EXCH TRADED FD III | 11696 | 213117 | PFD SECS INC ETF |
| VANGUARD INDEX FDS | 729 | 211570 | MID CAP ETF |
| ORACLE CORP | 1065 | 207770 | COM |
| GOLDMAN SACHS GROUP INC | 233 | 204857 | COM |
| PIMCO HIGH INCOME FD | 13938 | 67739 | COM SHS |
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