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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPEM J P MORGAN EXCHANGE TRADED F 52,872.0 $3.3M 0.81% +22K +73.1% $62.13 +4.3%
22 SPTS SPDR SERIES TRUST 105,629.0 $3.1M 0.76% +9K +9.2% $29.18 -0.4%
23 FIRST TR EXCHANGE TRADED FD 132,697.0 $3.0M 0.75% +29K +27.5% $22.95
24 WMT WALMART INC Consumer Defensive 24,400.0 $3.0M 0.75% +17K +252.5% $124.28 -4.4%
25 IAU ISHARES GOLD TR Financial Services 32,698.0 $2.9M 0.71% +3K +10.6% $88.16 -4.0%
26 USFR WISDOMTREE TR 54,751.0 $2.8M 0.68% +16K +42.4% $50.34 -0.0%
27 BBUS J P MORGAN EXCHANGE TRADED F 22,550.0 $2.6M 0.65% +4K +21.0% $117.18 +16.1%
28 THRO BLACKROCK ETF TRUST 65,358.0 $2.4M 0.58% +21K +46.3% $36.22 +19.5%
29 MSFT MICROSOFT CORP Technology 6,168.0 $2.3M 0.57% +4K +155.0% $372.72 +14.4%
30 STIP ISHARES TR 20,110.0 $2.1M 0.51% +893.0 +4.7% $103.43 +0.2%
31 VOO VANGUARD INDEX FDS 3,447.0 $2.1M 0.51% +3K +329.8% $602.17 +15.2%
32 BAI BLACKROCK ETF TRUST 62,529.0 $2.1M 0.51% +21K +49.3% $32.95 +52.3%
33 GOOG ALPHABET INC Communication Services 6,594.0 $1.9M 0.47% +6K +878.3% $286.86 +35.0%
34 IWY ISHARES TR 6,892.0 $1.7M 0.42% +2K +51.2% $248.83 +19.8%
35 CGGR CAPITAL GROUP GROWTH ETF 40,578.0 $1.6M 0.40% +16K +63.4% $40.19 +18.4%
36 BINC BLACKROCK ETF TRUST II 29,693.0 $1.5M 0.38% +3K +13.0% $51.93 +0.7%
37 XLE SELECT SECTOR SPDR TR 24,464.0 $1.5M 0.37% +11K +85.6% $61.26 -7.0%
38 SPYG SPDR SERIES TRUST 15,203.0 $1.5M 0.37% +9K +127.0% $97.91 +23.4%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,191.0 $1.5M 0.36% +1K +105.0% $667.43 +13.1%
40 GRID FIRST TR EXCHANGE-TRADED FD 8,699.0 $1.4M 0.35% +5K +128.4% $163.58 +18.6%
Page 2 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%