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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 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LTC LTC PPTYS INC Real Estate 18,914.0 $703K 0.17% NEW $37.16 +12.1%
62 EMXC ISHARES INC 8,819.0 $690K 0.17% NEW $78.26 +18.6%
63 PUTNAM ETF TRUST 59,071.0 $681K 0.17% NEW $11.53
64 EVTR MORGAN STANLEY ETF TRUST 13,168.0 $668K 0.17% NEW $50.75 -0.5%
65 ET ENERGY TRANSFER L P Energy 33,782.0 $652K 0.16% NEW $19.30 +4.7%
66 QUAL ISHARES TR 3,396.0 $651K 0.16% NEW $191.81 +15.0%
67 OUSM ALPS ETF TR 14,762.0 $646K 0.16% NEW $43.74 +11.1%
68 META META PLATFORMS INC Communication Services 1,099.0 $641K 0.16% NEW $583.47 +13.9%
69 QQQI NEOS ETF TRUST 12,256.0 $609K 0.15% NEW $49.69 +10.7%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 591.0 $589K 0.14% NEW $996.18 -5.1%
71 XLU SELECT SECTOR SPDR TR 12,780.0 $586K 0.14% NEW $45.89 -0.9%
72 XLP SELECT SECTOR SPDR TR 7,045.0 $578K 0.14% NEW $81.98 +4.7%
73 SPBU AIM ETF PRODUCTS TRUST 21,003.0 $571K 0.14% NEW $27.17 +11.2%
74 ALL ALLSTATE CORP Financial Services 2,689.0 $558K 0.14% NEW $207.34 +16.6%
75 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 50,164.0 $553K 0.14% NEW $11.02 -2.5%
76 BUFD FIRST TR EXCHNG TRADED FD VI 19,498.0 $546K 0.14% NEW $28.00 +6.7%
77 SDOG ALPS ETF TR 8,303.0 $540K 0.13% NEW $65.04 +10.0%
78 LLY ELI LILLY & CO Healthcare 580.0 $533K 0.13% NEW $919.52 +27.3%
79 EMN EASTMAN CHEM CO Basic Materials 6,680.0 $510K 0.13% NEW $76.32 -9.4%
80 PYPL PAYPAL HLDGS INC Financial Services 10,971.0 $496K 0.12% NEW $45.23 +25.4%
Page 4 of 10  ·  184 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%