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Showing Q4 2023 data
StrategIQ Financial Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
StrategIQ Financial Group, LLC
•CIK: 1665199•Filing: Q4 2023
**StrategIQ Financial Group, LLC** manages $885M across a diversified portfolio of 316 positions. The firm maintains significant exposure to broad market indices, evidenced by top holdings including VTI ($40.9M) and SPY ($32.2M). Further allocations are concentrated in sector-specific and thematic ETFs, notably VIG ($30.2M) and IWV ($26.6M). This structure suggests a systematic, large-cap core strategy with targeted tactical overlays.
Total AUM
$885.1M
QoQ Performance
N/A
Positions
160
Top 10 Concentration
31.0%
Latest Filing
Q4 2023
Top Holdings Allocation
VTI4.6%
SPY3.6%
VIG3.4%
IWV3.0%
IJH2.7%
ECL2.6%
VCSH2.6%
SPTM2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other79.8%
ETF6.1%
Technology3.7%
Healthcare2.9%
Materials2.8%
Industrial2.0%
Consumer1.3%
Financial0.8%