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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 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 70,622.0 $15.2M 3.74% +69K +4029.9% $214.58 +9.0%
2 AAPL APPLE INC Technology 39,950.0 $10.1M 2.50% +27K +204.6% $253.94 +22.3%
3 VTI VANGUARD INDEX FDS 30,926.0 $10.1M 2.49% +29K +1589.0% $326.71 +13.7%
4 IVV ISHARES TR 13,722.0 $9.0M 2.21% +4K +42.8% $653.19 +16.0%
5 SCHB SCHWAB STRATEGIC TR 302,668.0 $7.6M 1.87% +293K +2960.7% $25.10 +16.0%
6 JGRO J P MORGAN EXCHANGE TRADED F 85,415.0 $7.3M 1.79% +79K +1318.8% $84.96 +16.1%
7 TSLA TESLA INC Consumer Cyclical 19,456.0 $7.2M 1.78% +19K +3313.3% $371.74 +18.7%
8 TLH ISHARES TR 68,172.0 $6.9M 1.69% +38K +122.6% $100.72 -0.9%
9 DYNF BLACKROCK ETF TRUST 96,587.0 $5.6M 1.39% +33K +52.5% $58.18 +15.7%
10 SCHD SCHWAB STRATEGIC TR 182,475.0 $5.6M 1.38% +116K +174.1% $30.69 +6.3%
11 QQQ INVESCO QQQ TR Financial Services 8,864.0 $5.2M 1.27% +4K +77.7% $582.22 +26.3%
12 ILCG ISHARES TR 52,038.0 $5.0M 1.23% +10K +23.0% $95.48 +23.8%
13 AMZN AMAZON COM INC Consumer Cyclical 21,469.0 $4.5M 1.10% +15K +244.2% $208.58 +30.5%
14 VTV VANGUARD INDEX FDS 21,636.0 $4.2M 1.05% +19K +825.0% $196.20 +7.9%
15 DGRO ISHARES TR 59,016.0 $4.1M 1.02% +12K +26.2% $70.18 +6.4%
16 SGOV ISHARES TR 40,812.0 $4.1M 1.01% +35K +626.1% $100.66 -0.0%
17 BUFR FIRST TR EXCHNG TRADED FD VI 120,317.0 $4.1M 1.00% +59K +96.4% $33.77 +7.9%
18 AGG ISHARES TR 39,356.0 $3.7M 0.92% +21K +115.9% $94.77 +4.5%
19 NVDA NVIDIA CORPORATION Technology 21,129.0 $3.7M 0.91% +16K +278.9% $174.52 +22.9%
20 XOM EXXON MOBIL CORP Energy 20,741.0 $3.4M 0.84% +13K +155.2% $164.59 -10.6%
Page 1 of 5  ·  92 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%