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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SIVR ABRDN SILVER ETF TRUST Financial Services 8,868.0 $305K 0.07% +732.0 +9.0% $34.41 +108.9%
82 SHM SPDR SERIES TRUST 6,193.0 $296K 0.07% +620.0 +11.1% $47.83 +0.0%
83 SPSM SPDR SERIES TRUST 6,008.0 $290K 0.07% +297.0 +5.2% $48.32 +12.5%
84 NOBL PROSHARES TR 2,646.0 $281K 0.07% +466.0 +21.4% $106.02 -49.1%
85 JEMA J P MORGAN EXCHANGE TRADED F 5,155.0 $268K 0.07% +364.0 +7.6% $52.02 +21.7%
86 AVUS AMERICAN CENTY ETF TR 2,231.0 $248K 0.06% +99.0 +4.6% $111.18 +14.7%
87 SDY SPDR SERIES TRUST 1,698.0 $248K 0.06% +160.0 +10.4% $145.98 +2.7%
88 TIP ISHARES TR 2,244.0 $248K 0.06% +208.0 +10.2% $110.30 +0.8%
89 JMST J P MORGAN EXCHANGE TRADED F 4,838.0 $247K 0.06% +550.0 +12.8% $50.98 -0.0%
90 SMB VANECK ETF TRUST 13,843.0 $239K 0.06% +256.0 +1.9% $17.30 -0.1%
91 JMHI J P MORGAN EXCHANGE TRADED F 4,733.0 $236K 0.06% +350.0 +8.0% $49.83 +0.7%
92 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 17,274.0 $130K 0.03% +5K +37.6% $7.54 +5.4%
Page 5 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%