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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 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHP SCHWAB STRATEGIC TR 38,288.0 $1.0M 0.30% -769.0 -2.0% $26.50 -2.2%
42 SPYG SPDR SERIES TRUST 8,466.0 $1.0M 0.30% -7K -44.3% $118.99 +1.6%
43 GRID FIRST TR EXCHANGE-TRADED FD 5,058.0 $970K 0.29% -4K -41.9% $191.74 -7.0%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 3,389.0 $953K 0.28% -339.0 -9.1% $281.18 -16.8%
45 TBLL INVESCO EXCH TRADED FD TR II 8,705.0 $919K 0.27% -1K -12.0% $105.57 +0.1%
46 BND VANGUARD BD INDEX FDS 12,500.0 $918K 0.27% -1K -10.3% $73.41 -1.6%
47 ILCG ISHARES TR 7,673.0 $898K 0.27% -44K -85.3% $117.02 -1.7%
48 DGRO ISHARES TR 11,688.0 $886K 0.26% -47K -80.2% $75.79 +4.3%
49 QTUM ETF SER SOLUTIONS 5,253.0 $869K 0.26% -4K -43.1% $165.38 -10.5%
50 XLI SELECT SECTOR SPDR TR 4,671.0 $865K 0.26% -896.0 -16.1% $185.23 -5.5%
51 GLD SPDR GOLD TR Financial Services 2,251.0 $829K 0.25% -4K -66.2% $368.38 +10.9%
52 EMXC ISHARES INC 8,108.0 $829K 0.25% -711.0 -8.1% $102.22 -3.9%
53 VXUS VANGUARD STAR FDS 9,308.0 $809K 0.24% -2K -16.5% $86.88 +0.5%
54 SDVY FIRST TR EXCHANGE TRADED FD 18,148.0 $783K 0.23% -4K -19.7% $43.14 +0.2%
55 JPEM J P MORGAN EXCHANGE TRADED F 11,595.0 $728K 0.22% -41K -78.1% $62.78 +5.5%
56 IWM ISHARES TR 2,369.0 $712K 0.21% -564.0 -19.2% $300.46 -2.2%
57 XLV SELECT SECTOR SPDR TR 4,398.0 $698K 0.21% -3K -38.1% $158.66 +7.5%
58 PUTNAM ETF TRUST 58,251.0 $692K 0.21% -820.0 -1.4% $11.88
59 BERKSHIRE HATHAWAY INC DEL 1,393.0 $682K 0.20% -122.0 -8.1% $489.61
60 QCOM QUALCOMM INC Technology 3,687.0 $681K 0.20% -156.0 -4.1% $184.77 -7.7%
Page 3 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%