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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 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 7,654.0 $1.5M 0.43% -334.0 -4.2% $190.36 -2.0%
62 QQQI NEOS ETF TRUST 25,413.0 $1.4M 0.43% +13K +107.3% $56.79 -3.9%
63 IWY ISHARES TR 4,853.0 $1.4M 0.42% -2K -29.6% $290.60 -1.2%
64 REZ ISHARES TR 14,491.0 $1.4M 0.41% +1K +7.8% $94.69 -1.0%
65 SCHG SCHWAB STRATEGIC TR 39,424.0 $1.3M 0.40% -2K -5.2% $33.84 +5.4%
66 IYW ISHARES TR 5,167.0 $1.3M 0.39% -433.0 -7.7% $252.23 -0.4%
67 QUAL ISHARES TR 5,898.0 $1.3M 0.39% +3K +73.7% $219.43 +1.5%
68 SDIV GLOBAL X FDS 51,707.0 $1.3M 0.38% -1K -2.4% $24.37 +2.2%
69 DYNF BLACKROCK ETF TRUST 18,339.0 $1.2M 0.37% -78K -81.0% $68.01 +2.1%
70 VB VANGUARD INDEX FDS 4,090.0 $1.2M 0.37% -1K -20.9% $303.12 -1.3%
71 TLH ISHARES TR 11,882.0 $1.2M 0.35% -56K -82.6% $100.35 -3.3%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,472.0 $1.1M 0.33% -719.0 -32.8% $747.00 +2.7%
73 LOW LOWES COS INC Consumer Cyclical 4,713.0 $1.0M 0.31% -970.0 -17.1% $220.48 -7.2%
74 IWP ISHARES TR 7,043.0 $1.0M 0.31% +361.0 +5.4% $146.40 -4.1%
75 SCHP SCHWAB STRATEGIC TR 38,288.0 $1.0M 0.30% -769.0 -2.0% $26.50 -2.2%
76 DEUS DBX ETF TR 15,496.0 $1.0M 0.30% $65.30 +2.6%
77 SPYG SPDR SERIES TRUST 8,466.0 $1.0M 0.30% -7K -44.3% $118.99 +1.6%
78 GRID FIRST TR EXCHANGE-TRADED FD 5,058.0 $970K 0.29% -4K -41.9% $191.74 -7.0%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 3,389.0 $953K 0.28% -339.0 -9.1% $281.18 -16.8%
80 TBLL INVESCO EXCH TRADED FD TR II 8,705.0 $919K 0.27% -1K -12.0% $105.57 +0.1%
Page 4 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%