Strategic Equity Management

RIA/Wealth

Strategic Equity Management is a RIA/Wealth based in Tucson, AZ led by Jeffrey Scott Hybiak, reporting $920.5M in AUM as of Q3 2025 with 97% ETF concentration, 77% concentrated in top 10 holdings, and 18% allocation to MRSK.

PresidentJeffrey Scott Hybiak

Portfolio Value: $255.1M
Positions: 63
Top Holding: MRSK at 18.17%
Last Reported: Q3 2025

Address7367 E. Tanque Verde Rd, Tucson, AZ, 85715-3475, United States

Top Holdings

Largest long holdings in Strategic Equity Management's portfolio (76.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Toews Agility Shares Managed Risk MRSK	ETF ETF	$46.3M	18.17%	-$5.8M Sold	— 1.3M shares	Q2 2025 Held for 5 months
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$26.7M	10.45%	-$1.5M Sold	— 40.0K shares	Q4 2021 Held for 3y 11m
3 iShares Russell 3000 IWV	ETF ETF	$20.9M	8.19%	-$8.7K Sold	— 55.1K shares	Q2 2022 Held for 3y 5m
4 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$18.5M	7.25%	-$1.3M Sold	— 702.2K shares	Q4 2023 Held for 1y 11m
5 Vanguard Large-Cap VV	ETF ETF	$17.8M	6.98%	+$44.9K Bought	— 57.9K shares	Q4 2023 Held for 1y 11m
6 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$15.2M	5.95%	-$315.7K Sold	— 173.9K shares	Q1 2025 Held for 8 months
7 iShares Russell Mid-Cap Growth IWP	ETF ETF	$14.0M	5.47%	-$277.4K Sold	— 98.0K shares	Q2 2025 Held for 5 months
8 PTL Inspire 500 ETF PTL	ETF ETF	$13.6M	5.33%	-$441.9K Sold	— 54.6K shares	Q2 2024 Held for 1y 5m
9 Technology Select Sector SPDR Fund XLK	ETF ETF	$11.5M	4.52%	+$3.9M Bought	— 40.9K shares	Q2 2025 Held for 5 months
10 Utilities Select Sector SPDR Fund XLU	ETF ETF	$11.3M	4.42%	+$7.0M Bought	— 129.2K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Equity Management's latest filing

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GthenC

Market Value

$255.1M

Prior: $258.2M

Q/Q Change

-1.2%

-$3.1M

Net Flows % of MV

-7.75%

Turnover Ratio

8.57%

New Purchases

1 stocks

$135.8K

Added To

21 stocks

+$11.8M

Sold Out Of

5 stocks

$19.6M

Reduced Holdings

30 stocks

-$12.2M

Increased Positions

Position	Shares Δ	Change
1 QuantumScape QS	New	0 → 11.0K +$135.8K
2 Utilities Select Sector SPDR Fund XLU	+167.06%	48.4K → 129.2K +$7.0M
3 Technology Select Sector SPDR Fund XLK	+52.09%	26.9K → 40.9K +$3.9M
4 Capital One Financial COF	+26.09%	1.6K → 2.0K +$90.2K
5 Boeing BA	+13.35%	1.3K → 1.5K +$38.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares 0-3 Month Treasury Bond SGOV	Sold	79.0K → 0 −$8.0M
2 Industrial Select Sector SPDR Fund XLI	Sold	46.2K → 0 −$6.8M
3 Financial Select Sector SPDR Fund XLF	Sold	74.7K → 0 −$3.9M
4 BlackRock High Yield Muni Income Bond HYMU	Sold	20.9K → 0 −$467.3K
5 VanEck Short High Yield Muni SHYD	Sold	19.4K → 0 −$438.3K