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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 6 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DEUS DBX ETF TR 15,482.0 $927K 0.23% NEW $59.89 +10.3%
102 EWZ ISHARES INC 24,009.0 $922K 0.23% NEW $38.39 -8.4%
103 IBM INTERNATIONAL BUSINESS MACHS Technology 3,728.0 $904K 0.22% NEW $242.36 -12.9%
104 XLI SELECT SECTOR SPDR TR 5,567.0 $900K 0.22% NEW $161.74 +10.9%
105 SDVY FIRST TR EXCHANGE TRADED FD 22,603.0 $891K 0.22% NEW $39.43 +9.7%
106 SHY ISHARES TR 10,543.0 $871K 0.21% +555.0 +5.6% $82.57 -0.7%
107 PSK SPDR SERIES TRUST 28,210.0 $870K 0.21% NEW $30.84 -1.3%
108 VYM VANGUARD WHITEHALL FDS 5,837.0 $864K 0.21% +3K +104.1% $148.09 +8.1%
109 VXUS VANGUARD STAR FDS 11,142.0 $857K 0.21% NEW $76.94 +8.2%
110 IWP ISHARES TR 6,682.0 $856K 0.21% NEW $128.12 +7.1%
111 CEF SPROTT ASSET MANAGEMENT LP Financial Services 26,965.0 $855K 0.21% NEW $31.72 +24.0%
112 JEPI J P MORGAN EXCHANGE TRADED F 15,049.0 $853K 0.21% NEW $56.68 -0.3%
113 MINT PIMCO ETF TR 8,435.0 $848K 0.21% NEW $100.57 +0.1%
114 DGRW WISDOMTREE TR 9,534.0 $837K 0.21% -11K -53.3% $87.84 +9.1%
115 DOL WISDOMTREE TR 12,203.0 $830K 0.20% +97.0 +0.8% $67.99 +7.7%
116 TFI SPDR SERIES TRUST 17,993.0 $816K 0.20% +11K +155.9% $45.34 +0.0%
117 J P MORGAN EXCHANGE TRADED F 15,752.0 $797K 0.20% +3K +20.2% $50.61
118 COWZ PACER FDS TR 12,597.0 $788K 0.19% +5K +59.4% $62.56 +3.8%
119 JBND J P MORGAN EXCHANGE TRADED F 14,577.0 $784K 0.19% +4K +42.9% $53.77 -1.2%
120 JNJ JOHNSON & JOHNSON Healthcare 3,096.0 $759K 0.19% +588.0 +23.4% $245.20 +3.4%
Page 6 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%