Strategic Equity Management
Strategic Equity Management, doing business as SEM Wealth Management, is an independent investment adviser headquartered in Tucson, Arizona. Founded in 1992, the firm serves both individual investors—including high net worth individuals—and charitable organizations. With approximately 10-11 employees, SEM Wealth Management focuses on aligning client finances and investments with their personal values, supporting both clients and advisors throughout the country.
Investment Strategy
Strategic Equity Management specializes in systematic, rules-based investment management tailored to client objectives and values. The firm manages diversified portfolios, regularly applying quantitative models and sector rotation to optimize allocations. Their portfolio is constructed through active risk management, focusing on broad asset classes and U.S. equities, while emphasizing adaptability to changing market conditions. They serve both retail investors and charitable organizations, aiming to deliver personalized solutions and long-term growth.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MRSK | NORTHERN LIGHTS FD TR | 18.08% | $49.1M | 1,463,891 | $33.57 | $33.57 | +$49.1M |
S SPY | SPDR S&P 500 ETF TR | 9.62% | $26.2M | 42,335 | $456.02 | $617.85 | -$3.3M |
I IWV | ISHARES TR | 7.12% | $19.4M | 55,165 | $291.58 | $351.00 | +$2.7M |
S SCHX | SCHWAB STRATEGIC TR | 6.76% | $18.4M | 751,290 | $20.25 | $24.44 | -$16.4M |
V VV | VANGUARD INDEX FDS | 6.06% | $16.5M | 57,706 | $255.55 | $285.30 | -$4.9M |