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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $336M AUM 239 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 65 Added 126 Reduced 87 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOD GLADSTONE COMMERCIAL CORP Real Estate 151,511.0 $1.9M 0.55% +7K +4.9% $12.30 +5.4%
22 SRLN SSGA ACTIVE ETF TR 38,519.0 $1.6M 0.46% +2K +4.1% $40.29 +1.3%
23 RPV INVESCO EXCHANGE TRADED FD T 13,599.0 $1.5M 0.46% +75.0 +0.6% $113.82 +6.2%
24 QQQI NEOS ETF TRUST 25,413.0 $1.4M 0.43% +13K +107.3% $56.79 -3.9%
25 REZ ISHARES TR 14,491.0 $1.4M 0.41% +1K +7.8% $94.69 -1.0%
26 QUAL ISHARES TR 5,898.0 $1.3M 0.39% +3K +73.7% $219.43 +1.5%
27 IWP ISHARES TR 7,043.0 $1.0M 0.31% +361.0 +5.4% $146.40 -4.1%
28 PYPL PAYPAL HLDGS INC Financial Services 20,550.0 $887K 0.26% +10K +87.3% $43.18 +22.0%
29 PSK SPDR SERIES TRUST 28,368.0 $866K 0.26% +158.0 +0.6% $30.53 -2.9%
30 JEPI J P MORGAN EXCHANGE TRADED F 15,154.0 $856K 0.26% +105.0 +0.7% $56.48 +1.8%
31 BOXX EA SERIES TRUST 6,656.0 $779K 0.23% +5K +260.6% $117.09 +0.8%
32 MNBD ALPS ETF TR 29,110.0 $758K 0.23% +483.0 +1.7% $26.04 -1.7%
33 MINO PIMCO ETF TR 15,802.0 $723K 0.21% +8K +93.3% $45.76 -2.6%
34 ET ENERGY TRANSFER L P Energy 36,119.0 $691K 0.20% +2K +6.9% $19.12 +12.5%
35 AIQ GLOBAL X FDS 10,429.0 $684K 0.20% +2K +18.4% $65.61 -2.0%
36 CAT CATERPILLAR INC Industrials 640.0 $682K 0.20% +69.0 +12.1% $1065.25 -25.1%
37 SPYI NEOS ETF TRUST 11,816.0 $627K 0.19% +3K +34.9% $53.09 +1.1%
38 SUB ISHARES TR 5,753.0 $613K 0.18% +3K +122.4% $106.48 -0.2%
39 SMMU PIMCO ETF TR 11,818.0 $597K 0.18% +7K +135.5% $50.50 -0.4%
40 ELFY ALPS ETF TR 12,875.0 $579K 0.17% +495.0 +4.0% $44.95 -10.5%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.1%
Financial Services 20.7%
Consumer Cyclical 20.4%
Energy 7.1%
Communication Services 5.7%
Real Estate 4.2%
Consumer Defensive 4.2%
Healthcare 3.5%
Industrials 2.4%
Utilities 0.7%