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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 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QCOM QUALCOMM INC Technology 3,843.0 $495K 0.12% NEW $128.80 +95.9%
82 MPLX MPLX LP Energy 8,670.0 $495K 0.12% NEW $57.07 -4.0%
83 ELFY ALPS ETF TR 12,380.0 $487K 0.12% NEW $39.34 +12.3%
84 AGNC AGNC INVT CORP Real Estate 46,171.0 $463K 0.11% NEW $10.03 +3.5%
85 CCJ CAMECO CORP Energy 6,205.0 $462K 0.11% NEW $74.41 +46.5%
86 VCIT VANGUARD SCOTTSDALE FDS 5,528.0 $457K 0.11% NEW $82.75 +0.1%
87 ISHARES TR 20,262.0 $451K 0.11% NEW $22.28
88 YYY AMPLIFY ETF TR 39,850.0 $440K 0.11% NEW $11.03 +4.9%
89 HYS PIMCO ETF TR 4,698.0 $438K 0.11% NEW $93.27 +0.5%
90 SPYI NEOS ETF TRUST 8,760.0 $432K 0.11% NEW $49.37 +9.2%
91 FTGC FIRST TR EXCHANGE TRAD FD VI 14,987.0 $430K 0.11% NEW $28.71 +1.8%
92 CAT CATERPILLAR INC Industrials 571.0 $411K 0.10% NEW $720.32 +22.3%
93 AIQ GLOBAL X FDS 8,811.0 $411K 0.10% NEW $46.67 +43.5%
94 HYEM VANECK ETF TRUST 20,597.0 $406K 0.10% NEW $19.73 +2.2%
95 SPG SIMON PPTY GROUP INC NEW Real Estate 2,073.0 $387K 0.10% NEW $186.52 +10.3%
96 MS MORGAN STANLEY Financial Services 2,298.0 $378K 0.09% NEW $164.57 +24.8%
97 QYLD GLOBAL X FDS 21,985.0 $377K 0.09% NEW $17.15 +5.4%
98 LMBS FIRST TR EXCHANGE-TRADED FD 7,378.0 $367K 0.09% NEW $49.81 -0.0%
99 EPS WISDOMTREE TR 5,388.0 $367K 0.09% NEW $68.12 +15.8%
100 MINO PIMCO ETF TR 8,176.0 $359K 0.09% NEW $43.94 +3.6%
Page 5 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%