13F Filings History of Strategic Financial Partners, Ltd.

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$218,362,402
Signature - Title
Grant Carroll - Chief Compliance Officer
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Strategic Financial Partners, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Financial Partners, Ltd. reported 80 stock holdings with total value $218,362,402 as of Q3 2025. Top holdings included SPLG, SPYV, VONG, SPDW, and IWR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 80 $218,362,402 +$10,881,043 -$20,875,871 -$9,994,828 SPLG, SPYV, VONG, SPDW, IWR 13F-HR 06 Nov 2025, 12:21
Q2 2025 76 $215,442,089 +$43,389,299 -$33,054,867 +$10,334,432 SPLG, SPYV, VONG, SPDW, AGG 13F-HR 06 Aug 2025, 09:44
Q1 2025 71 $189,915,228 +$28,912,019 -$30,130,867 -$1,218,848 SPLG, VONG, AGG, SPDW, SPYV 13F-HR 06 May 2025, 13:33
Q4 2024 70 $195,890,775 +$22,977,416 -$22,183,869 +$793,547 SPLG, SPYV, VONG, SPDW, IWR 13F-HR 10 Feb 2025, 14:15
Q3 2024 67 $195,906,905 +$19,545,115 -$15,838,794 +$3,706,321 SPLG, VONG, IWR, SPDW, SPYV 13F-HR 28 Oct 2024, 14:02
Q2 2024 68 $181,615,070 +$11,780,437 -$13,353,226 -$1,572,789 SPLG, VONG, SPDW, IWR, IJR 13F-HR 24 Jul 2024, 15:03
Q1 2024 71 $180,659,411 +$18,025,533 -$19,556,589 -$1,531,056 SPLG, VONG, SPDW, IWR, IJR 13F-HR 10 Jul 2024, 13:25
Q4 2023 69 $172,179,987 +$20,675,202 -$29,780,406 -$9,105,204 VONG, SPLG, SPDW, IWR, IJR 13F-HR 10 Jul 2024, 11:25
Q3 2023 71 $164,752,598 +$17,450,727 -$21,268,482 -$3,817,755 SPLG, VONG, IWR, SPDW, SPYV 13F-HR 10 Jul 2024, 11:25
Q2 2023 70 $175,579,188 +$24,814,283 -$19,015,988 +$5,798,295 SPLG, SPDW, SPYV, IWR, SPTI 13F-HR 10 Jul 2024, 11:24
Q1 2023 69 $163,312,236 +$18,136,228 -$25,539,929 -$7,403,701 SPLG, SPYV, IWR, IJR, SPDW 13F-HR 10 Jul 2024, 11:24
Q4 2022 71 $163,891,000 +$25,089,484 -$27,665,280 -$2,575,796 SPLG, SPYV, SPTI, IWR, AGG 13F-HR 10 Jul 2024, 08:48
Q3 2022 63 $157,065,000 +$9,967,943 -$14,603,101 -$4,635,158 SPLG, IWR, SPYV, VCIT, IJR 13F-HR 10 Jul 2024, 08:46
Q2 2022 64 $171,208,000 +$37,399,385 -$33,399,768 +$3,999,617 SPYV, SPLG, AGG, IWR, VCIT 13F-HR 10 Jul 2024, 08:46
Q1 2022 69 $196,284,000 +$22,196,886 -$17,244,185 +$4,952,701 VONG, SPLG, IWR, SPDW, IJR 13F-HR 10 Jul 2024, 08:44
Q4 2021 68 $203,609,000 +$26,088,114 -$20,015,809 +$6,072,305 SPLG, VONG, SPDW, IWR, SPYV 13F-HR 09 Jul 2024, 15:19
Q3 2021 66 $186,000,000 +$7,694,278 -$1,343,040 +$6,351,238 SPLG, IWR, SPDW, VONG, SPYV 13F-HR 09 Jul 2024, 15:19
Q2 2021 66 $181,100,000 +$22,968,676 -$8,732,091 +$14,236,585 SPLG, IWR, SPDW, VONG, SPYV 13F-HR 09 Jul 2024, 15:18
Q1 2021 63 $168,681,000 +$14,554,281 -$5,361,046 +$9,193,235 SPLG, IWR, SPDW, VONG, IJR 13F-HR 09 Jul 2024, 15:17
Q4 2020 62 $152,849,000 +$39,571,992 -$25,409,720 +$14,162,272 SPLG, IWR, SPDW, VONG, IJR 13F-HR 09 Jul 2024, 12:37
Q3 2020 59 $127,157,664 +$13,331,949 -$11,454,496 +$1,877,453 MINT, VCIT, SPTI, SPLG, IWR 13F-HR 09 Jul 2024, 12:36
Q2 2020 60 $120,115,556 +$35,170,559 -$22,086,888 +$13,083,671 VCIT, SPLG, MINT, SPTI, IWR 13F-HR 09 Jul 2024, 12:35
Q1 2020 60 $93,487,558 +$12,629,082 -$17,423,923 -$4,794,841 SPLG, SCHO, AGG, SPDW, IWR 13F-HR 09 Jul 2024, 12:35
Q4 2019 68 $121,544,617 $0 $0 $0 SPLG, SPDW, IWR, VONG, IJR 13F-HR 08 Jul 2024, 16:25