Financial Strategies Group, Inc.
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$597.8M
Holdings
101
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
11.3%
02
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
8.4%
03
$FENI
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
7.8%
04
$SPEM
SPDR INDEX SHS FDS
Held since at least Q1 2024
5.4%
05
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
4.8%
06
$SPMD
SPDR SERIES TRUST
Held since at least Q1 2024
4.6%
07
$FNDX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.6%
08
$SLYV
SPDR SERIES TRUST
Held since at least Q1 2024
3.2%
09
$GOOG
ALPHABET INC
Q1 2026: Sold 2.2% (59.4k → 58.1k shares)
2.6%
10
$AMZN
AMAZON COM INC
Q4 2025: New position (88.7k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.