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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLG INVESCO EXCHANGE TRADED FD T 3,981.0 $247K 0.07% NEW $62.00 +0.8%
22 VIS VANGUARD WORLD FD 600.0 $216K 0.06% NEW $360.67 -6.9%
23 SPBX AIM ETF PRODUCTS TRUST 7,301.0 $213K 0.06% NEW $29.17 +2.2%
24 GEV GE VERNOVA INC Utilities 180.0 $212K 0.06% NEW $1175.13 -23.5%
25 UPS UNITED PARCEL SVCS INC Industrials 1,905.0 $205K 0.06% NEW $107.50 -3.0%
26 MELI MERCADOLIBRE INC Consumer Cyclical 119.0 $202K 0.06% NEW $1697.39 +14.1%
27 GSBD GOLDMAN SACHS BDC INC Financial Services 13,900.0 $132K 0.04% NEW $9.48 +7.9%
28 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 11,444.0 $131K 0.04% NEW $11.41 -4.5%
Page 2 of 2  ·  28 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%