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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 4 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 1,136.0 $660K 0.20% -296.0 -20.7% $580.91 -19.0%
62 BAI BLACKROCK ETF TRUST 12,067.0 $636K 0.19% -50K -80.7% $52.72 -16.4%
63 XLE SELECT SECTOR SPDR TR 11,766.0 $625K 0.19% -13K -51.9% $53.11 +20.4%
64 META META PLATFORMS INC Communication Services 1,077.0 $607K 0.18% -22.0 -2.0% $563.23 +1.6%
65 ALL ALLSTATE CORP Financial Services 2,489.0 $592K 0.18% -200.0 -7.4% $237.94 +8.3%
66 SOXX ISHARES TR 898.0 $575K 0.17% -877.0 -49.4% $640.78 -20.2%
67 EVTR MORGAN STANLEY ETF TRUST 11,341.0 $575K 0.17% -2K -13.9% $50.71 -1.5%
68 BUFD FIRST TR EXCHNG TRADED FD VI 19,156.0 $569K 0.17% -342.0 -1.8% $29.72 +1.9%
69 SDOG ALPS ETF TR 8,180.0 $558K 0.17% -123.0 -1.5% $68.22 +6.9%
70 JNJ JOHNSON & JOHNSON Healthcare 2,083.0 $529K 0.16% -1K -32.7% $253.93 +4.7%
71 OIH VANECK ETF TRUST 1,400.0 $521K 0.15% -1K -47.1% $372.03 +15.4%
72 THRO BLACKROCK ETF TRUST 11,717.0 $505K 0.15% -54K -82.1% $43.11 +1.7%
73 XLU SELECT SECTOR SPDR TR 10,808.0 $490K 0.15% -2K -15.4% $45.34 -6.9%
74 AGNC AGNC INVT CORP Real Estate 44,842.0 $489K 0.14% -1K -2.9% $10.90 -1.6%
75 SPYD SPDR SERIES TRUST 10,079.0 $481K 0.14% -20K -66.7% $47.71 +4.0%
76 BBUS J P MORGAN EXCHANGE TRADED F 3,566.0 $480K 0.14% -19K -84.2% $134.72 +2.7%
77 XLP SELECT SECTOR SPDR TR 5,694.0 $473K 0.14% -1K -19.2% $83.06 +2.3%
78 TFLO ISHARES TR 8,820.0 $447K 0.13% -18K -66.8% $50.63 +0.0%
79 VYM VANGUARD WHITEHALL FDS 2,791.0 $441K 0.13% -3K -52.2% $158.03 +3.7%
80 CVX CHEVRON CORPORATION Energy 2,654.0 $440K 0.13% -2K -42.9% $165.77 +24.4%
Page 4 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%