Strategic Financial Services, Inc. Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$2.2B

Holdings

144

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (144 positions)

StockValue
INTFISHARES TR
$352.3M
SMLFISHARES TR
$303.0M
LRGFISHARES TR
$272.8M
VGITVANGUARD SCOTTSDALE FDS
$158.9M
EMGFISHARES INC
$120.1M
VCSHVANGUARD SCOTTSDALE FDS
$93.2M
GLDMWORLD GOLD TR
$90.4M
VCITVANGUARD SCOTTSDALE FDS
$71.6M
VGLTVANGUARD SCOTTSDALE FDS
$71.2M
VFMOVANGUARD WELLINGTON FD
$58.5M
MTUMISHARES TR
$56.4M
DFIVDIMENSIONAL ETF TRUST
$46.0M
VTIPVANGUARD MALVERN FDS
$41.2M
GSIEGOLDMAN SACHS ETF TR
$41.1M
EUSAISHARES INC
$40.4M
XBISPDR SERIES TRUST
$32.7M
VGSHVANGUARD SCOTTSDALE FDS
$31.3M
GVIISHARES TR
$29.4M
AAPLAPPLE INC
$18.9M
SIZEISHARES TR
$17.2M
VWOBVANGUARD WHITEHALL FDS
$14.9M
GSLCGOLDMAN SACHS ETF TR
$12.9M
GOOGALPHABET INC
$11.0M
GEMGOLDMAN SACHS ETF TR
$10.3M
LRCXLAM RESEARCH CORP
$8.7M
JPMJPMORGAN CHASE & CO.
$8.0M
GSSCGOLDMAN SACHS ETF TR
$8.0M
KLACKLA CORP
$7.1M
MSFTMICROSOFT CORP
$6.7M
MCKMCKESSON CORP
$6.4M
GQ9SPDR GOLD TR
$5.4M
VVISA INC
$5.3M
GEGE AEROSPACE
$4.0M
JMOMJ P MORGAN EXCHANGE TRADED F
$3.5M
ORCLORACLE CORP
$3.4M
BLKBLACKROCK INC
$3.4M
MTBM & T BK CORP
$3.2M
XOMEXXON MOBIL CORP
$3.0M
COSTCOSTCO WHSL CORP NEW
$3.0M
VTIVANGUARD INDEX FDS
$2.9M
NEENEXTERA ENERGY INC
$2.9M
SPTLSPDR SERIES TRUST
$2.8M
GOOGLALPHABET INC
$2.7M
TSLATESLA INC
$2.6M
GEVGE VERNOVA INC
$2.5M
MRKMERCK & CO INC
$2.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.2M
JNJJOHNSON & JOHNSON
$2.2M
QCOMQUALCOMM INC
$2.1M
CSCOCISCO SYS INC
$2.1M
AMZNAMAZON COM INC
$2.1M
VXUSVANGUARD STAR FDS
$2.1M
TJXTJX COS INC NEW
$2.1M
NVDANVIDIA CORPORATION
$1.9M
BKNGBOOKING HOLDINGS INC
$1.9M
IGSBISHARES TR
$1.9M
SBIOALPS ETF TR
$1.7M
PEPPEPSICO INC
$1.6M
ULTAULTA BEAUTY INC
$1.5M
VTWOVANGUARD SCOTTSDALE FDS
$1.5M
VTEBVANGUARD MUN BD FDS
$1.5M
NXPINXP SEMICONDUCTORS N V
$1.5M
AVGOBROADCOM INC
$1.4M
IBMINTERNATIONAL BUSINESS MACHS
$1.3M
SUBISHARES TR
$1.3M
VIGVANGUARD SPECIALIZED FUNDS
$1.3M
VUGVANGUARD INDEX FDS
$1.2M
IWFISHARES TR
$1.1M
CMFISHARES TR
$1.0M
VEAVANGUARD TAX-MANAGED FDS
$1.0M
PGPROCTER AND GAMBLE CO
$1.0M
MAMASTERCARD INCORPORATED
$972K
GSGOLDMAN SACHS GROUP INC
$961K
ABBVABBVIE INC
$928K
PSXPHILLIPS 66
$924K
METAMETA PLATFORMS INC
$924K
DWDMORGAN STANLEY
$922K
SPYSPDR S&P 500 ETF TR
$920K
DEDEERE & CO
$881K
WMTWALMART INC
$880K
UNHUNITEDHEALTH GROUP INC
$802K
VWOVANGUARD INTL EQUITY INDEX F
$751K
MCDMCDONALDS CORP
$712K
DFATDIMENSIONAL ETF TRUST
$710K
VOTVANGUARD INDEX FDS
$707K
CBCHUBB LIMITED
$679K
SCHWSCHWAB CHARLES CORP
$651K
NWFLNORWOOD FINANCIAL CORP
$632K
IDXXIDEXX LABS INC
$585K
ADPAUTOMATIC DATA PROCESSING IN
$583K
CBUCOMMUNITY FINANCIAL SYSTEM I
$576K
HDHOME DEPOT INC
$568K
PSAPUBLIC STORAGE OPER CO
$543K
IEMGISHARES INC
$540K
LLYELI LILLY & CO
$522K
VLUEISHARES TR
$514K
GLWCORNING INC
$502K
DFUVDIMENSIONAL ETF TRUST
$498K
RTXRTX CORPORATION
$487K
ASMLASML HOLDING N V
$484K
Page 1 of 2Next