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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 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTSM FIRST TR EXCHANGE-TRADED FD 37,455.0 $2.2M 0.67% +21K +134.1% $59.78 -0.2%
42 IDMO INVESCO EXCH TRADED FD TR II 37,113.0 $2.2M 0.67% +3K +7.5% $60.29 +3.3%
43 GOOG ALPHABET INC 6,309.0 $2.2M 0.66% -285.0 -4.3% $353.31
44 WTV WISDOMTREE TR 21,901.0 $2.2M 0.66% +1K +5.8% $101.72 +6.2%
45 JEPQ J P MORGAN EXCHANGE TRADED F 36,242.0 $2.2M 0.66% -882.0 -2.4% $61.46 -2.0%
46 ARKG ARK ETF TR 50,995.0 $2.1M 0.64% NEW $42.06 +12.3%
47 WMT WALMART INC Consumer Defensive 18,367.0 $2.1M 0.62% -6K -24.7% $113.26 -7.4%
48 AGG ISHARES TR 20,810.0 $2.1M 0.61% -19K -47.1% $98.89 -1.5%
49 SPEM SPDR INDEX SHS FDS 39,450.0 $2.0M 0.61% +1K +3.4% $51.78 +1.6%
50 VOO VANGUARD INDEX FDS 2,706.0 $1.9M 0.58% -741.0 -21.5% $715.96 -1.5%
51 MACH NATURAL RESOURCES LP 148,618.0 $1.9M 0.56% +46K +44.6% $12.64
52 BUFR FIRST TR EXCHNG TRADED FD VI 51,018.0 $1.9M 0.55% -69K -57.6% $36.53 +2.4%
53 GOOD GLADSTONE COMMERCIAL CORP Real Estate 151,511.0 $1.9M 0.55% +7K +4.9% $12.30 +5.4%
54 XOM EXXON MOBIL CORP Energy 13,030.0 $1.8M 0.53% -8K -37.2% $136.72 +17.7%
55 MSFT MICROSOFT CORP Technology 4,432.0 $1.7M 0.49% -2K -28.1% $373.03 +36.0%
56 JHMM JOHN HANCOCK EXCHANGE TRADED 20,837.0 $1.6M 0.47% $74.96 -0.4%
57 SRLN SSGA ACTIVE ETF TR 38,519.0 $1.6M 0.46% +2K +4.1% $40.29 +1.3%
58 RPV INVESCO EXCHANGE TRADED FD T 13,599.0 $1.5M 0.46% +75.0 +0.6% $113.82 +6.2%
59 CIBR FIRST TR EXCHANGE-TRADED FD 16,780.0 $1.5M 0.45% NEW $89.85 +11.5%
60 FVD FIRST TR EXCHANGE-TRADED FD 31,142.0 $1.5M 0.45% -2K -6.7% $48.18 +4.2%
Page 3 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%