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Strategic Financial Partners, LTD.
Strategic Financial Partners, Ltd. is a comprehensive financial planning and wealth management firm headquartered in Birmingham, Alabama. Founded in 2009 by Grant Carroll and Richard Williams, the firm delivers financial programs that grow and conserve wealth through personalized consulting and planning services. SFP specializes in investments, insurance, employee benefits, and retirement planning. The firm employs a team-based advisory model and serves individuals, families, small businesses, and professionals throughout the Southeast. SFP fosters an entrepreneurial culture and focuses on holistic, client-centered stewardship and collaboration.
Investment Strategy
Strategic Financial Partners, Ltd. employs a holistic approach integrating investments, insurance, and estate planning to develop diversified financial solutions for clients. The firm is known for a highly collaborative advisory team structure, viewing each client’s situation from multiple perspectives to build comprehensive strategies. SFP’s process involves in-depth analysis, goal setting, and ongoing monitoring. The focus is on personalized wealth management, asset protection, retirement planning, and legacy/estate solutions, with an emphasis on stewardship, responsible planning, and academic rigor.
Latest 13F Filing Activity
Strategic Financial Partners, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $215M. The fund increased holdings in SPDR Series Trust, SPDR Series Trust, Vanguard Intl Equity Index F among other positions. Strategic Financial Partners, LTD. reduced exposure to Ishares TR, SPDR Index SHS FDS, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 20.01% | $43.1M | 593,185 | $54.98 | $72.69 | +$10.6M |
S SPYV | SPDR SERIES TRUST | 8.47% | $18.3M | 348,842 | $46.53 | $52.34 | +$5.1M |
V VONG | VANGUARD SCOTTSDALE FDS | 6.85% | $14.8M | 135,103 | $73.60 | $109.20 | -$3.7M |
S SPDW | SPDR INDEX SHS FDS | 6.12% | $13.2M | 325,401 | $34.37 | $40.49 | -$4.3M |
A AGG | ISHARES TR | 5.32% | $11.5M | 115,639 | $100.89 | $99.20 | -$6.2M |
Industry Allocation
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