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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 12 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VWO VANGUARD INTL EQUITY INDEX F 3,924.0 $218K 0.07% -988.0 -20.1% $55.52 +9.0%
222 VIS VANGUARD WORLD FD 600.0 $216K 0.06% NEW $360.67 -6.9%
223 SPBX AIM ETF PRODUCTS TRUST 7,301.0 $213K 0.06% NEW $29.17 +2.2%
224 GEV GE VERNOVA INC Utilities 180.0 $212K 0.06% NEW $1175.13 -23.5%
225 CGDV CAPITAL GROUP DIVIDEND VALUE 4,262.0 $210K 0.06% -10K -69.5% $49.27 +1.3%
226 UPS UNITED PARCEL SVCS INC Industrials 1,905.0 $205K 0.06% NEW $107.50 -3.1%
227 QQQM INVESCO EXCH TRADED FD TR II 675.0 $205K 0.06% -2K -74.8% $303.12 -2.6%
228 JBND J P MORGAN EXCHANGE TRADED F 3,796.0 $203K 0.06% -11K -74.0% $53.50 -1.6%
229 MELI MERCADOLIBRE INC Consumer Cyclical 119.0 $202K 0.06% NEW $1697.39 +14.1%
230 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 13,600.0 $198K 0.06% +300.0 +2.3% $14.54 -0.4%
231 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 15,367.0 $192K 0.06% +368.0 +2.5% $12.52 -4.0%
232 HTGC HERCULES CAPITAL INC Financial Services 12,150.0 $192K 0.06% $15.77 +11.9%
233 PFLT PENNANTPARK FLOATING RATE CA Financial Services 24,700.0 $185K 0.06% -2K -5.9% $7.48 +0.1%
234 THW ABRDN WORLD HEALTHCARE FUND Financial Services 11,900.0 $159K 0.05% $13.40 +4.9%
235 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 16,600.0 $137K 0.04% +500.0 +3.1% $8.27 +2.8%
236 EFC ELLINGTON FINANCIAL INC Real Estate 10,000.0 $136K 0.04% -1K -12.3% $13.61 -1.7%
237 GSBD GOLDMAN SACHS BDC INC Financial Services 13,900.0 $132K 0.04% NEW $9.48 +7.9%
238 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 11,444.0 $131K 0.04% NEW $11.41 -4.5%
239 CLM CORNERSTONE STRATEGIC INVEST Financial Services 15,700.0 $119K 0.04% +1K +6.8% $7.56 -11.9%
Page 12 of 12  ·  239 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%