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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 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QCOM QUALCOMM INC Technology 3,843.0 $495K 0.12% NEW $128.80 +33.4%
162 MPLX MPLX LP Energy 8,670.0 $495K 0.12% NEW $57.07 -0.0%
163 ELFY ALPS ETF TR 12,380.0 $487K 0.12% NEW $39.34 +5.1%
164 SPMD SPDR SERIES TRUST 8,221.0 $487K 0.12% -742.0 -8.3% $59.22 +11.8%
165 AGNC AGNC INVT CORP Real Estate 46,171.0 $463K 0.11% NEW $10.03 +11.9%
166 CCJ CAMECO CORP Energy 6,205.0 $462K 0.11% NEW $74.41 +15.1%
167 VCIT VANGUARD SCOTTSDALE FDS 5,528.0 $457K 0.11% NEW $82.75 -1.0%
168 ISHARES TR 20,262.0 $451K 0.11% NEW $22.28
169 HYDB ISHARES TR 9,688.0 $451K 0.11% -25K -71.8% $46.52 -0.0%
170 YYY AMPLIFY ETF TR 39,850.0 $440K 0.11% NEW $11.03 +3.9%
171 HYS PIMCO ETF TR 4,698.0 $438K 0.11% NEW $93.27 -0.2%
172 XLF SELECT SECTOR SPDR TR 8,820.0 $435K 0.11% +5K +131.9% $49.37 +14.0%
173 SPYI NEOS ETF TRUST 8,760.0 $432K 0.11% NEW $49.37 +7.5%
174 FTGC FIRST TR EXCHANGE TRAD FD VI 14,987.0 $430K 0.11% NEW $28.71 +0.4%
175 AVGO BROADCOM INC Technology 1,362.0 $422K 0.10% +771.0 +130.5% $309.50 +19.8%
176 JPM JPMORGAN CHASE & CO Financial Services 1,442.0 $421K 0.10% +158.0 +12.3% $292.17 +16.7%
177 CAT CATERPILLAR INC Industrials 571.0 $411K 0.10% NEW $720.32 +22.2%
178 AIQ GLOBAL X FDS 8,811.0 $411K 0.10% NEW $46.67 +25.8%
179 ESGU ISHARES TR 2,888.0 $408K 0.10% +733.0 +34.0% $141.43 +15.3%
180 TDIV FIRST TR EXCHANGE TRADED FD 4,340.0 $406K 0.10% -516.0 -10.6% $93.66 +15.2%
Page 9 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%