S&A Financial Services, Inc.: 13F holdings
CIK 21404282026Q2
| Positions | 88 |
|---|---|
| Reported value | $163.8m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SHYG ISHARES TR | 280,282 | $11.9m | 7.3% |
| SPHY SPDR SERIES TRUST | 483,315 | $11.3m | 6.9% |
| VGT VANGUARD WORLD FD | 82,055 | $9.8m | 6.0% |
| SCHG SCHWAB STRATEGIC TR | 260,171 | $8.8m | 5.4% |
| AVLV AMERICAN CENTY ETF TR | 95,843 | $8.7m | 5.3% |
| IYW ISHARES TR | 25,761 | $6.5m | 4.0% |
| AVUS AMERICAN CENTY ETF TR | 49,473 | $6.3m | 3.9% |
| AAPL APPLE INC | 18,523 | $5.4m | 3.3% |
| JEPI J P MORGAN EXCHANGE TRADED F | 94,713 | $5.3m | 3.3% |
| BONDBLOXX ETF TRUST | 97,673 | $4.8m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2140428")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.