13F Filings History of Strategent Financial, LLC

Latest 13F report
Q3 2025 - Oct 24, 2025
Value $
$140M
Signature - Title
Dale S. Lam - President
Location
Harrisonburg, VA
Summary
This page shows a list of all the recent 13F filings made by Strategent Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategent Financial, LLC reported 36 stock holdings with total value $140M as of Q3 2025. Top holdings included VOO, JQUA, JPST, QQQ, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 36 $140M +$5.5M -$758K +$4.74M VOO, JQUA, JPST, QQQ, QQQM 13F-HR 10/24/2025, 02:40 PM
Q2 2025 35 $128M +$9.54M -$193K +$9.35M VOO, JQUA, JPST, QQQ, QQQM 13F-HR 7/28/2025, 02:13 PM
Q1 2025 33 $110M +$17M -$5.02M +$12M VOO, JQUA, JPST, QQQ, QQQM 13F-HR 4/11/2025, 02:43 PM
Q4 2024 32 $101M $0 $0 VOO, JQUA, JPST, QQQ, SDY 13F-HR 2/4/2025, 03:09 PM