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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 1,515.0 $726K 0.18% +1K +263.3% $479.20
62 JAVA J P MORGAN EXCHANGE TRADED F 9,150.0 $657K 0.16% +3K +45.9% $71.75 +12.0%
63 MO ALTRIA GROUP INC Consumer Defensive 9,733.0 $642K 0.16% +5K +129.5% $65.99 +11.9%
64 QQQM INVESCO EXCH TRADED FD TR II 2,681.0 $637K 0.16% +2K +224.6% $237.66 +21.3%
65 CGBL CAPITAL GROUP CORE BALANCED 18,213.0 $627K 0.15% +12K +184.3% $34.41 +8.4%
66 HDV ISHARES TR 4,453.0 $604K 0.15% +3K +166.8% $135.71 -79.2%
67 CGDV CAPITAL GROUP DIVIDEND VALUE 13,957.0 $594K 0.15% +5K +49.5% $42.54 +15.0%
68 IEFA ISHARES TR 6,464.0 $585K 0.14% +3K +69.5% $90.53 +6.3%
69 SOXX ISHARES TR 1,775.0 $583K 0.14% +875.0 +97.2% $328.67 +60.8%
70 ACWV ISHARES INC 4,616.0 $552K 0.14% +534.0 +13.1% $119.51 +1.9%
71 FDL FIRST TR EXCHANGE-TRADED FD 10,600.0 $538K 0.13% +5K +98.4% $50.80 +0.5%
72 HD HOME DEPOT INC Consumer Cyclical 1,552.0 $510K 0.13% +371.0 +31.4% $328.79 +3.7%
73 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,491.0 $504K 0.12% +691.0 +86.4% $337.86 +18.8%
74 XLF SELECT SECTOR SPDR TR 8,820.0 $435K 0.11% +5K +131.9% $49.37 +14.2%
75 AVGO BROADCOM INC Technology 1,362.0 $422K 0.10% +771.0 +130.5% $309.50 +21.3%
76 JPM JPMORGAN CHASE & CO Financial Services 1,442.0 $421K 0.10% +158.0 +12.3% $292.17 +17.6%
77 ESGU ISHARES TR 2,888.0 $408K 0.10% +733.0 +34.0% $141.43 +15.7%
78 FDV FEDERATED HERMES ETF TRUST 12,416.0 $382K 0.09% +1K +8.8% $30.80 +5.8%
79 DE DEERE & CO Industrials 633.0 $356K 0.09% +111.0 +21.3% $562.97 +6.2%
80 MAIN MAIN STR CAP CORP Financial Services 6,664.0 $353K 0.09% +698.0 +11.7% $52.96 +5.2%
Page 4 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%