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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 8 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ISHARES TR 20,262.0 $449K 0.13% $22.14
142 RSPT INVESCO EXCHANGE TRADED FD T 6,947.0 $448K 0.13% $64.50 +0.8%
143 TFLO ISHARES TR 8,820.0 $447K 0.13% -18K -66.8% $50.63 +0.0%
144 VYM VANGUARD WHITEHALL FDS 2,791.0 $441K 0.13% -3K -52.2% $158.03 +3.7%
145 CVX CHEVRON CORPORATION Energy 2,654.0 $440K 0.13% -2K -42.9% $165.77 +24.4%
146 CGBL CAPITAL GROUP CORE BALANCED 11,484.0 $436K 0.13% -7K -37.0% $37.96 +0.0%
147 USFR WISDOMTREE TR 8,462.0 $426K 0.13% -46K -84.5% $50.35 +0.1%
148 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 454.0 $425K 0.13% -137.0 -23.2% $936.44 +0.8%
149 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 886.0 $423K 0.13% -605.0 -40.6% $477.34 -13.0%
150 IAU ISHARES GOLD TR Financial Services 5,579.0 $421K 0.12% -27K -82.9% $75.51 +10.9%
151 AIRR FIRST TR EXCHANGE TRADED FD 3,137.0 $418K 0.12% -7K -68.5% $133.27 -18.8%
152 EPS WISDOMTREE TR 5,238.0 $407K 0.12% -150.0 -2.8% $77.79 +3.7%
153 VCIT VANGUARD SCOTTSDALE FDS 4,880.0 $403K 0.12% -648.0 -11.7% $82.64 -1.9%
154 FIRST TR EXCHANGE TRADED FD 16,642.0 $397K 0.12% -116K -87.5% $23.85
155 CWI SPDR INDEX SHS FDS 9,632.0 $392K 0.12% +173.0 +1.8% $40.67 +1.6%
156 MCD MCDONALDS CORP Consumer Cyclical 1,448.0 $391K 0.12% NEW $270.23 -2.5%
157 CHAT TIDAL TRUST II 3,890.0 $384K 0.11% NEW $98.68 -11.4%
158 AVGO BROADCOM INC Technology 1,016.0 $384K 0.11% -346.0 -25.4% $377.75 -2.0%
159 ACYN FIRST TR EXCHANGE-TRADED FD 18,006.0 $374K 0.11% +5K +34.6% $20.79 +0.2%
160 BINC BLACKROCK ETF TRUST II 7,134.0 $373K 0.11% -23K -76.0% $52.34 -0.7%
Page 8 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%