Institutional Fund
Strategic Financial Services, Inc.
Utica, NYCIK 14325395 filings on record
Portfolio Value
$2.10B
Q1 2026
Holdings
150
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-3.1%
from $2.17B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.1%
- Ishares Tr13.8%
- Ishares Tr12.5%
- Vanguard Scottsdale Fds7.7%
- Vanguard Scottsdale Fds5.5%
- Ishares Inc5.4%
- Other38.9%
Portfolio Holdings
150 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 8.70M | $338.97M | 16.1% | +10.3K | Added |
| 2 | Ishares Tr | 3.84M | $289.61M | 13.8% | +25.6K | Added |
| 3 | Ishares Tr | 3.99M | $263.40M | 12.5% | +78.2K | Added |
| 4 | Vanguard Scottsdale Fds | 2.70M | $161.00M | 7.7% | +50.4K | Added |
| 5 | Vanguard Scottsdale Fds | 1.45M | $115.03M | 5.5% | +284.5K | Added |
| 6 | Ishares Inc | 1.89M | $113.97M | 5.4% | −3.0K | Reduced |
| 7 | Vanguard Malvern Fds | 1.47M | $73.35M | 3.5% | +639.4K | Added |
| 8 | Vanguard Scottsdale Fds | 1.31M | $72.42M | 3.4% | +35.0K | Added |
| 9 | Vanguard Scottsdale Fds | 869.0K | $71.91M | 3.4% | +15.0K | Added |
| 10 | Vanguard Wellington Fd | 285.5K | $56.28M | 2.7% | +1.4K | Added |
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