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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NEM NEWMONT CORP Basic Materials 5,186 $316K 0.08% SOLD
42 NULG NUSHARES ETF TR 3,455 $314K 0.08% SOLD
43 NXE NEXGEN ENERGY LTD Energy 44,680 $310K 0.08% SOLD
44 SIVR ABRDN SILVER ETF TRUST Financial Services 8,868 $305K 0.07% SOLD
45 SHM SPDR SERIES TRUST 6,193 $296K 0.07% SOLD
46 SSYS STRATASYS LTD Technology 25,717 $295K 0.07% SOLD
47 SPSM SPDR SERIES TRUST 6,008 $290K 0.07% SOLD
48 PULS PGIM ETF TR 5,754 $285K 0.07% SOLD
49 NOBL PROSHARES TR 2,646 $281K 0.07% SOLD
50 RTX RTX CORPORATION Industrials 1,734 $274K 0.07% SOLD
51 CGIC CAPITAL GROUP INTERNATIONAL 8,185 $271K 0.07% SOLD
52 JEMA J P MORGAN EXCHANGE TRADED F 5,155 $268K 0.07% SOLD
53 USMV ISHARES TR 2,867 $266K 0.07% SOLD
54 SUSA ISHARES TR 2,000 $264K 0.07% SOLD
55 LNT ALLIANT ENERGY CORP Utilities 3,604 $259K 0.06% SOLD
56 CLOI VANECK ETF TRUST 4,801 $253K 0.06% SOLD
57 ABBV ABBVIE INC Healthcare 1,161 $252K 0.06% SOLD
58 PAVE GLOBAL X FDS 4,947 $251K 0.06% SOLD
59 FISV FISERV INC Technology 4,485 $250K 0.06% SOLD
60 AVUS AMERICAN CENTY ETF TR 2,231 $248K 0.06% SOLD
Page 3 of 5  ·  87 positions
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%