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Portfolio (Quarterly) Guide ↗

Strategent Financial, LLC

· CIK 0002052737
13F Portfolio $147M AUM 41 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 21 Added 9 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 16,251.0 $9.4M 6.37% -644.0 -3.8% $577.18 +23.8%
2 SDY SPDR SERIES TRUST 33,371.0 $4.9M 3.31% -2K -6.0% $145.94 +1.9%
3 BIL SPDR SERIES TRUST 25,973.0 $2.4M 1.62% -11K -29.6% $91.64 -0.1%
4 J P MORGAN EXCHANGE TRADED F 44,407.0 $2.2M 1.53% -330K -88.2% $50.61
5 DFAI DIMENSIONAL ETF TRUST 33,009.0 $1.3M 0.87% -1K -3.3% $38.96 +6.8%
6 IVV ISHARES TR 648.0 $423K 0.29% -58.0 -8.2% $653.21 +14.2%
7 MRK MERCK & CO INC Healthcare 3,314.0 $399K 0.27% -161.0 -4.6% $120.29 -3.7%
8 AGG ISHARES TR 3,254.0 $323K 0.22% -304.0 -8.5% $99.27 -0.9%
9 MCK MCKESSON CORP Healthcare 299.0 $259K 0.18% -69.0 -18.8% $865.36 -11.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 80.2%
Healthcare 8.3%
Technology 7.2%
Communication Services 4.3%