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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 11 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IRM IRON MTN INC DEL Real Estate 3,236.0 $331K 0.08% -764.0 -19.1% $102.16 +21.2%
202 AMLP ALPS ETF TR 6,218.0 $327K 0.08% NEW $52.64 +2.8%
203 VDE VANGUARD WORLD FD 1,886.0 $326K 0.08% NEW $173.01 -6.1%
204 TOTL SSGA ACTIVE ETF TR 8,175.0 $325K 0.08% -1K -13.2% $39.73 -1.4%
205 SHEL SHELL PLC Energy 3,462.0 $322K 0.08% NEW $92.99 -6.5%
206 IWR ISHARES TR 3,267.0 $318K 0.08% NEW $97.22 +12.2%
207 XAR SPDR SERIES TRUST 1,249.0 $317K 0.08% NEW $253.97 +2.3%
208 NEM NEWMONT CORP Basic Materials 5,186.0 $316K 0.08% NEW $61.02 +47.2%
209 RSPT INVESCO EXCHANGE TRADED FD T 6,942.0 $314K 0.08% NEW $45.26 +31.1%
210 NULG NUSHARES ETF TR 3,455.0 $314K 0.08% -419.0 -10.8% $90.94 +23.0%
211 NXE NEXGEN ENERGY LTD Energy 44,680.0 $310K 0.08% NEW $6.95 +26.9%
212 SIVR ABRDN SILVER ETF TRUST Financial Services 8,868.0 $305K 0.07% +732.0 +9.0% $34.41 +54.5%
213 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 482.0 $297K 0.07% NEW $616.13 +11.5%
214 SHM SPDR SERIES TRUST 6,193.0 $296K 0.07% +620.0 +11.1% $47.83 -0.1%
215 SSYS STRATASYS LTD Technology 25,717.0 $295K 0.07% NEW $11.47 -28.9%
216 AMD ADVANCED MICRO DEVICES INC Technology 1,432.0 $291K 0.07% NEW $203.43 +142.4%
217 MGV VANGUARD WORLD FD 2,008.0 $291K 0.07% NEW $144.95 +11.7%
218 SPSM SPDR SERIES TRUST 6,008.0 $290K 0.07% +297.0 +5.2% $48.32 +17.1%
219 EVSD MORGAN STANLEY ETF TRUST 5,673.0 $289K 0.07% NEW $50.94 -0.1%
220 ROK ROCKWELL AUTOMATION INC Industrials 796.0 $286K 0.07% $358.83 +27.8%
Page 11 of 15  ·  298 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%