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CIK: 0001843578
Total reported value
$297.8M
$297.8M
68 檔
40.7%
During the Q4 2025 filing period, Strategic Equity Management (CIK: 0001843578) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $297.8M across 68 reported positions.
In Q4 2025, Strategic Equity Management displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRSK | Toews Agility Shares Managed | ETF-Other | 11.84% | -0.11% | -27.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.60% | -0.74% | -7.12% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.66% | +0.24% | +24.10% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 7.35% | -0.23% | +1.57% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.64% | -0.46% | -11.97% | |
| 6 | PTL | Inspire 500 ETF | ETF-Other | 5.31% | +2.95% | +15.60% | |
| 7 | ESUM | Eventide US Market ETF | ETF-Other | 4.84% | +0.42% | +8.77% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 4.51% | -3.93% | EXIT | |
| 9 | BIBL | Inspire 100 ETF | ETF-Other | 4.43% | -2.28% | +135.09% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.25% | -1.01% | -19.51% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 3.75% | +3.49% | NEW | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 3.63% | — | — | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.71% | — | +45.08% | |
| 14 | TPIF | Timothy Plan Intl ETF | ETF-Other | 2.60% | -0.02% | +44.49% | |
| 15 | SHYM | Ishares Short Duration High | ETF-Other | 2.36% | — | — | |
| 16 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.15% | -0.03% | -7.25% | |
| 17 | ESSC | Eventide Small Cap ETF | ETF-Small Cap | 1.33% | +0.15% | — | |
| 18 | FDLS | Inspire Fidelis Multi Factor | ETF-Other | 1.31% | +0.43% | — | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.16% | +6.38% | -7.94% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.09% | +0.91% | +0.37% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.06% | +0.31% | -4.20% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | -0.02% | +965.81% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.01% | -0.80% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.05% | — | |
| 25 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.62% | +0.10% | +15.48% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.05% | -9.61% | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.51% | -0.09% | +2.92% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | — | — | |
| 29 | WWJD | Inspire International ETF | ETF-Other | 0.42% | -0.04% | +4.81% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.01% | -6.30% | |
| 31 | BLES | Inspire Global Hope ETF | ETF-Other | 0.41% | -0.02% | +4.73% | |
| 32 | ✓ | Neos ETF Trust | ETF-Other | 0.40% | — | +6.52% | |
| 33 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.38% | -0.01% | +6.32% | |
| 34 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.36% | — | +9.09% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | — | — | |
| 36 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.31% | +0.05% | -7.58% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.41% | EXIT | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | -0.02% | -16.14% | |
| 39 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.26% | -0.03% | — | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.26% | — | +12.90% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.03% | -0.80% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | +15.65% | |
| 43 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.23% | -0.01% | -33.63% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.22% | -0.14% | -20.26% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | -1.03% | |
| 46 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.20% | -0.01% | -5.99% | |
| 47 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.15% | — | +0.02% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | +0.01% | +15.34% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | +0.01% | -11.90% | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.13% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIBL | Inspire 100 ETF | +2.4% | +135.09% | Add |
| 2 | VV | Vanguard Large-cap ETF | +1.1% | +24.10% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.9% | +965.81% | Add |
| 4 | TPIF | Timothy Plan Intl ETF | +0.7% | +44.49% | Add |
| 5 | PTL | Inspire 500 ETF | +0.3% | +15.60% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 7 | ELCV | Eventide High Dividend ETF | 0% | +15.48% | Add |
| 8 | CAT | Caterpillar Inc | 0% | +0.20% | Add |
| 9 | AAPL | Apple Inc | 0% | +12.90% | Add |
| 10 | IVE | Ishares S&p 500 Value ETF | 0% | +15.65% | Add |
| 11 | IBM | Intl Business Machines CORP | 0% | +38.88% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | 0% | +15.34% | Add |
| 13 | WWJD | Inspire International ETF | 0% | +4.81% | Add |
| 14 | BLES | Inspire Global Hope ETF | 0% | +4.73% | Add |
| 15 | TPHD | Timothy Plan High Dvd Stck | 0% | +9.09% | Add |
| 16 | ✓ | Neos ETF Trust | 0% | +6.52% | Add |
| 17 | TPSC | Timothy Plan US Small Cap Co | 0% | +6.32% | Add |
| 18 | BA | Boeing Co/the | 0% | -28.58% | Trim |
| 19 | NVDA | Nvidia CORP | 0% | -18.53% | Trim |
| 20 | ESUM | Eventide US Market ETF | -0.1% | +8.77% | Add |
| 21 | SCHA | Schwab US Small-cap ETF | -0.1% | -16.14% | Trim |
| 22 | VUG | Vanguard Growth ETF | -0.1% | +0.37% | Add |
| 23 | SCHM | Schwab US Mid Cap ETF | -0.1% | -20.26% | Trim |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -9.61% | Trim |
| 25 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 26 | MGC | Vanguard Mega Cap ETF | -0.1% | -33.63% | Trim |
| 27 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -7.94% | Trim |
| 28 | IWL | Ishares Russell Top 200 ETF | -0.3% | -7.25% | Trim |
| 29 | IWV | Ishares Russell 3000 ETF | -0.4% | +1.57% | Add |
| 30 | XLK | Ss Technology Select Sector | -0.5% | +87.87% | Add |
| 31 | SCHX | Schwab US Large-cap ETF | -1.2% | -11.97% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -7.12% | Trim |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -1.4% | -19.51% | Trim |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -1.5% | +45.08% | Add |
| 35 | MRSK | Toews Agility Shares Managed | -5.3% | -27.08% | Trim |
| 36 | IWP | Ishares Russell Mid-cap Grow | — | EXIT | Sold out |
| 37 | IWO | Ishares Russell 2000 Growth | — | NEW | New buy |
| 38 | CGGR | Cap Group Growth Equity | — | NEW | New buy |
| 39 | SHYM | Ishares Short Duration High | — | NEW | New buy |
| 40 | ESSC | Eventide Small Cap ETF | — | NEW | New buy |
| 41 | FDLS | Inspire Fidelis Multi Factor | — | NEW | New buy |
| 42 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 43 | QGRO | American Century US Quality | — | EXIT | Sold out |
| 44 | FTCS | First Trust Capital Strength | — | EXIT | Sold out |
| 45 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 46 | SPLV | Invesco S&p 500 Low Volatili | — | EXIT | Sold out |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 48 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| 49 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 50 | QS | Quantumscape CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Strategic Equity Management reported a total U.S. public equity portfolio value of $297.8M across 68 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MRSK, SPY, VV) accounted for 40.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWO
市值: $13.3M
Top Position Liquidated / Trimmed
IWP
前期市值: $14.0M
During Q4 2025, Strategic Equity Management's top holdings by market value included MRSK (11.8%)、SPY (8.6%)、VV (7.7%). The largest single position, MRSK, represented 11.8% of total portfolio value.
In Q4 2025, Strategic Equity Management made 48 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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