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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VWO VANGUARD INTL EQUITY INDEX F 3,924.0 $218K 0.07% -988.0 -20.1% $55.52 +9.0%
122 CGDV CAPITAL GROUP DIVIDEND VALUE 4,262.0 $210K 0.06% -10K -69.5% $49.27 +1.3%
123 QQQM INVESCO EXCH TRADED FD TR II 675.0 $205K 0.06% -2K -74.8% $303.12 -2.6%
124 JBND J P MORGAN EXCHANGE TRADED F 3,796.0 $203K 0.06% -11K -74.0% $53.50 -1.6%
125 PFLT PENNANTPARK FLOATING RATE CA Financial Services 24,700.0 $185K 0.06% -2K -5.9% $7.48 +0.1%
126 EFC ELLINGTON FINANCIAL INC Real Estate 10,000.0 $136K 0.04% -1K -12.3% $13.61 -1.7%
Page 7 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%