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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $405M AUM 298 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 92 Added 18 Reduced 12 Exited
Page 3 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 3,039.0 $1.0M 0.25% NEW $337.89 +151.3%
42 BND VANGUARD BD INDEX FDS 13,939.0 $1.0M 0.25% NEW $73.64 -1.1%
43 IYW ISHARES TR 5,600.0 $1.0M 0.25% NEW $181.42 +31.9%
44 QTUM ETF SER SOLUTIONS 9,237.0 $991K 0.24% NEW $107.30 +32.1%
45 FTSM FIRST TR EXCHANGE-TRADED FD 16,002.0 $977K 0.24% NEW $61.04 -1.9%
46 UNIT UNITI GROUP LLC Real Estate 103,773.0 $973K 0.24% NEW $9.38 +17.7%
47 DEUS DBX ETF TR 15,482.0 $927K 0.23% NEW $59.89 +10.4%
48 EWZ ISHARES INC 24,009.0 $922K 0.23% NEW $38.39 -8.2%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 3,728.0 $904K 0.22% NEW $242.36 -12.2%
50 XLI SELECT SECTOR SPDR TR 5,567.0 $900K 0.22% NEW $161.74 +10.9%
51 SDVY FIRST TR EXCHANGE TRADED FD 22,603.0 $891K 0.22% NEW $39.43 +10.0%
52 PSK SPDR SERIES TRUST 28,210.0 $870K 0.21% NEW $30.84 -1.3%
53 VXUS VANGUARD STAR FDS 11,142.0 $857K 0.21% NEW $76.94 +8.4%
54 IWP ISHARES TR 6,682.0 $856K 0.21% NEW $128.12 +7.4%
55 CEF SPROTT ASSET MANAGEMENT LP Financial Services 26,965.0 $855K 0.21% NEW $31.72 +24.5%
56 JEPI J P MORGAN EXCHANGE TRADED F 15,049.0 $853K 0.21% NEW $56.68 -0.2%
57 MINT PIMCO ETF TR 8,435.0 $848K 0.21% NEW $100.57 +0.1%
58 MNBD ALPS ETF TR 28,627.0 $740K 0.18% NEW $25.83 +0.3%
59 REM ISHARES TR 33,954.0 $729K 0.18% NEW $21.47 +3.8%
60 IWM ISHARES TR 2,933.0 $728K 0.18% NEW $248.04 +18.6%
Page 3 of 10  ·  184 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
Financial Services 25.9%
Technology 24.4%
Consumer Cyclical 15.7%
Energy 10.7%
Communication Services 6.6%
Real Estate 5.4%
Consumer Defensive 5.2%
Healthcare 2.1%
Industrials 2.1%
Basic Materials 1.2%