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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 7 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SOXX ISHARES TR 898.0 $575K 0.17% -877.0 -49.4% $640.78 -20.2%
122 EVTR MORGAN STANLEY ETF TRUST 11,341.0 $575K 0.17% -2K -13.9% $50.71 -1.5%
123 BUFD FIRST TR EXCHNG TRADED FD VI 19,156.0 $569K 0.17% -342.0 -1.8% $29.72 +1.9%
124 MPLX MPLX LP Energy 9,985.0 $562K 0.17% +1K +15.2% $56.33 +5.0%
125 SDOG ALPS ETF TR 8,180.0 $558K 0.17% -123.0 -1.5% $68.22 +6.9%
126 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 49,936.0 $545K 0.16% $10.92 -14.4%
127 MS MORGAN STANLEY Financial Services 2,587.0 $541K 0.16% +289.0 +12.6% $209.04 +2.1%
128 MEAR ISHARES U S ETF TR 10,650.0 $537K 0.16% NEW $50.38 -0.3%
129 JNJ JOHNSON & JOHNSON Healthcare 2,083.0 $529K 0.16% -1K -32.7% $253.93 +4.7%
130 OIH VANECK ETF TRUST 1,400.0 $521K 0.15% -1K -47.1% $372.03 +15.4%
131 THRO BLACKROCK ETF TRUST 11,717.0 $505K 0.15% -54K -82.1% $43.11 +1.7%
132 XLU SELECT SECTOR SPDR TR 10,808.0 $490K 0.15% -2K -15.4% $45.34 -6.9%
133 AGNC AGNC INVT CORP Real Estate 44,842.0 $489K 0.14% -1K -2.9% $10.90 -1.6%
134 YYY AMPLIFY ETF TR 41,750.0 $481K 0.14% +2K +4.8% $11.53 -2.6%
135 HYS PIMCO ETF TR 5,147.0 $481K 0.14% +449.0 +9.6% $93.52 -0.5%
136 SPYD SPDR SERIES TRUST 10,079.0 $481K 0.14% -20K -66.7% $47.71 +4.0%
137 BBUS J P MORGAN EXCHANGE TRADED F 3,566.0 $480K 0.14% -19K -84.2% $134.72 +2.7%
138 XLP SELECT SECTOR SPDR TR 5,694.0 $473K 0.14% -1K -19.2% $83.06 +2.3%
139 EEM ISHARES TR 6,678.0 $457K 0.14% NEW $68.41 -2.0%
140 HYEM VANECK ETF TRUST 22,379.0 $450K 0.13% +2K +8.7% $20.11 -0.4%
Page 7 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%