BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSP INVESCO EXCHANGE TRADED FD T 12,033.0 $2.6M 0.76% -96.0 -0.8% $212.75 +3.1%
22 GOOG ALPHABET INC 6,309.0 $2.2M 0.66% -285.0 -4.3% $353.31
23 JEPQ J P MORGAN EXCHANGE TRADED F 36,242.0 $2.2M 0.66% -882.0 -2.4% $61.46 -2.0%
24 WMT WALMART INC Consumer Defensive 18,367.0 $2.1M 0.62% -6K -24.7% $113.26 -7.4%
25 AGG ISHARES TR 20,810.0 $2.1M 0.61% -19K -47.1% $98.89 -1.5%
26 VOO VANGUARD INDEX FDS 2,706.0 $1.9M 0.58% -741.0 -21.5% $715.96 -1.5%
27 BUFR FIRST TR EXCHNG TRADED FD VI 51,018.0 $1.9M 0.55% -69K -57.6% $36.53 +2.4%
28 XOM EXXON MOBIL CORP Energy 13,030.0 $1.8M 0.53% -8K -37.2% $136.72 +17.7%
29 MSFT MICROSOFT CORP Technology 4,432.0 $1.7M 0.49% -2K -28.1% $373.03 +36.0%
30 FVD FIRST TR EXCHANGE-TRADED FD 31,142.0 $1.5M 0.45% -2K -6.7% $48.18 +4.2%
31 XLK SELECT SECTOR SPDR TR 7,654.0 $1.5M 0.43% -334.0 -4.2% $190.36 -2.0%
32 IWY ISHARES TR 4,853.0 $1.4M 0.42% -2K -29.6% $290.60 -1.2%
33 SCHG SCHWAB STRATEGIC TR 39,424.0 $1.3M 0.40% -2K -5.2% $33.84 +5.4%
34 IYW ISHARES TR 5,167.0 $1.3M 0.39% -433.0 -7.7% $252.23 -0.4%
35 SDIV GLOBAL X FDS 51,707.0 $1.3M 0.38% -1K -2.4% $24.37 +2.2%
36 DYNF BLACKROCK ETF TRUST 18,339.0 $1.2M 0.37% -78K -81.0% $68.01 +2.1%
37 VB VANGUARD INDEX FDS 4,090.0 $1.2M 0.37% -1K -20.9% $303.12 -1.3%
38 TLH ISHARES TR 11,882.0 $1.2M 0.35% -56K -82.6% $100.35 -3.3%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,472.0 $1.1M 0.33% -719.0 -32.8% $747.00 +2.7%
40 LOW LOWES COS INC Consumer Cyclical 4,713.0 $1.0M 0.31% -970.0 -17.1% $220.48 -7.2%
Page 2 of 7  ·  126 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%