Strategic Financial Partners, Ltd.
•CIK: 2027921•Filing: Q4 2025
**Strategic Financial Partners, Ltd.** manages $231M across a diversified portfolio of 83 positions. The fund exhibits a pronounced focus on covered call and income-generating strategies, evidenced by top holdings including SPYM at $47.6M and SPYV at $20.3M. Significant allocations are also directed toward broad market exposure via VONG ($15.9M) and SPDW ($14.4M). This positioning suggests a tactical emphasis on generating yield within major equity indices.
Total AUM
$231.0M
QoQ Performance
+5.8%
Positions
36
Top 10 Concentration
63.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYV
VONG
SPDW
AGG
SPYM20.6%
SPYV8.8%
VONG6.9%
SPDW6.2%
AGG5.0%
IWR4.2%
IJR3.6%
ISTB3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.3%
Technology2.2%
ETF0.9%
Financial0.2%
Healthcare0.2%
Consumer0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑31 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024