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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 5 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BND VANGUARD BD INDEX FDS 12,500.0 $918K 0.27% -1K -10.3% $73.41 -1.6%
82 ILCG ISHARES TR 7,673.0 $898K 0.27% -44K -85.3% $117.02 -1.7%
83 PYPL PAYPAL HLDGS INC Financial Services 20,550.0 $887K 0.26% +10K +87.3% $43.18 +22.0%
84 DGRO ISHARES TR 11,688.0 $886K 0.26% -47K -80.2% $75.79 +4.3%
85 QTUM ETF SER SOLUTIONS 5,253.0 $869K 0.26% -4K -43.1% $165.38 -10.5%
86 PSK SPDR SERIES TRUST 28,368.0 $866K 0.26% +158.0 +0.6% $30.53 -2.9%
87 XLI SELECT SECTOR SPDR TR 4,671.0 $865K 0.26% -896.0 -16.1% $185.23 -5.5%
88 JEPI J P MORGAN EXCHANGE TRADED F 15,154.0 $856K 0.26% +105.0 +0.7% $56.48 +1.8%
89 DKL DELEK LOGISTICS PARTNERS LP Energy 16,129.0 $831K 0.25% NEW $51.54 +7.6%
90 GLD SPDR GOLD TR Financial Services 2,251.0 $829K 0.25% -4K -66.2% $368.38 +10.9%
91 EMXC ISHARES INC 8,108.0 $829K 0.25% -711.0 -8.1% $102.22 -3.9%
92 VXUS VANGUARD STAR FDS 9,308.0 $809K 0.24% -2K -16.5% $86.88 +0.5%
93 SDVY FIRST TR EXCHANGE TRADED FD 18,148.0 $783K 0.23% -4K -19.7% $43.14 +0.2%
94 BOXX EA SERIES TRUST 6,656.0 $779K 0.23% +5K +260.6% $117.09 +0.8%
95 MNBD ALPS ETF TR 29,110.0 $758K 0.23% +483.0 +1.7% $26.04 -1.7%
96 FDVV FIDELITY COVINGTON TRUST 12,494.0 $753K 0.22% NEW $60.29 +4.1%
97 JPEM J P MORGAN EXCHANGE TRADED F 11,595.0 $728K 0.22% -41K -78.1% $62.78 +5.5%
98 MINO PIMCO ETF TR 15,802.0 $723K 0.21% +8K +93.3% $45.76 -2.6%
99 IWM ISHARES TR 2,369.0 $712K 0.21% -564.0 -19.2% $300.46 -2.2%
100 OUSM ALPS ETF TR 14,825.0 $705K 0.21% $47.52 +2.8%
Page 5 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%