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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 9 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LMBS FIRST TR EXCHANGE-TRADED FD 7,455.0 $371K 0.11% +77.0 +1.0% $49.78 -0.6%
162 MGV VANGUARD WORLD FD 2,212.0 $366K 0.11% +204.0 +10.2% $165.67 +0.9%
163 IWR ISHARES TR 3,275.0 $361K 0.11% $110.33 +1.2%
164 MO ALTRIA GROUP INC Consumer Defensive 4,987.0 $359K 0.11% -5K -48.8% $71.95 -4.8%
165 SPG SIMON PPTY GROUP INC NEW Real Estate 1,601.0 $358K 0.11% -472.0 -22.8% $223.64 -5.1%
166 EPD ENTERPRISE PRODS PARTNERS L 9,617.0 $354K 0.10% +730.0 +8.2% $36.76
167 VANGUARD MUN BD FDS 4,587.0 $352K 0.10% NEW $76.64
168 MSOS ADVISORSHARES TR 69,133.0 $351K 0.10% NEW $5.08 -2.6%
169 ANGL VANECK ETF TRUST 11,823.0 $346K 0.10% +148.0 +1.3% $29.24 -0.8%
170 VDE VANGUARD WORLD FD 2,301.0 $345K 0.10% +415.0 +22.0% $150.15 +20.0%
171 AMAT APPLIED MATLS INC Technology 474.0 $343K 0.10% NEW $723.54 -36.6%
172 FESM FIDELITY COVINGTON TRUST 6,792.0 $328K 0.10% NEW $48.29 -2.4%
173 EVSD MORGAN STANLEY ETF TRUST 6,310.0 $321K 0.10% +637.0 +11.2% $50.85 -0.4%
174 IMCG ISHARES TR 3,244.0 $319K 0.10% -142.0 -4.2% $98.31 -1.4%
175 GE GE AEROSPACE Industrials 821.0 $307K 0.09% -134.0 -14.0% $373.82 -10.2%
176 TOPT ISHARES TR 9,300.0 $306K 0.09% -3K -24.3% $32.92 +2.2%
177 AVUV AMERICAN CENTY ETF TR 2,440.0 $304K 0.09% -38.0 -1.5% $124.74 +0.2%
178 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 427.0 $301K 0.09% -55.0 -11.4% $704.14 -2.4%
179 OKE ONEOK INC NEW Energy 3,457.0 $301K 0.09% -8K -68.6% $86.93 +10.4%
180 CSCO CISCO SYS INC Technology 2,537.0 $298K 0.09% -929.0 -26.8% $117.48 -5.9%
Page 9 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%