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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MGV VANGUARD WORLD FD 2,008.0 $291K 0.07% NEW $144.95 +8.8%
122 EVSD MORGAN STANLEY ETF TRUST 5,673.0 $289K 0.07% NEW $50.94 +0.0%
123 PULS PGIM ETF TR 5,754.0 $285K 0.07% NEW $49.50 +0.1%
124 IBIE ISHARES TR 10,770.0 $283K 0.07% NEW $26.24 +0.6%
125 VWO VANGUARD INTL EQUITY INDEX F 4,912.0 $275K 0.07% NEW $56.00 +7.4%
126 AVUV AMERICAN CENTY ETF TR 2,478.0 $274K 0.07% NEW $110.47 +9.1%
127 RTX RTX CORPORATION Industrials 1,734.0 $274K 0.07% NEW $157.78 +12.1%
128 PDI PIMCO DYNAMIC INCOME FD Financial Services 15,950.0 $273K 0.07% NEW $17.11 -2.2%
129 CGIC CAPITAL GROUP INTERNATIONAL 8,185.0 $271K 0.07% NEW $33.11 +10.8%
130 GE GE AEROSPACE Industrials 955.0 $271K 0.07% NEW $283.68 +12.4%
131 CSCO CISCO SYS INC Technology 3,466.0 $269K 0.07% NEW $77.59 +51.8%
132 IMCG ISHARES TR 3,386.0 $267K 0.07% NEW $78.77 +18.4%
133 USMV ISHARES TR 2,867.0 $266K 0.07% NEW $92.75 +3.9%
134 SUB ISHARES TR 2,587.0 $266K 0.07% NEW $102.63 +3.8%
135 CFR CULLEN FROST BANKERS INC Financial Services 1,928.0 $264K 0.07% NEW $137.08 -1.5%
136 ISRG INTUITIVE SURGICAL INC Healthcare 572.0 $264K 0.07% NEW $460.99 -8.4%
137 JCPB J P MORGAN EXCHANGE TRADED F 5,411.0 $255K 0.06% NEW $47.08 -0.3%
138 FCT FIRST TR SR FLTG RATE INCOME Financial Services 26,400.0 $254K 0.06% NEW $9.64 +0.6%
139 CLOI VANECK ETF TRUST 4,801.0 $253K 0.06% NEW $52.70 +0.5%
140 ABBV ABBVIE INC Healthcare 1,161.0 $252K 0.06% NEW $217.42 +0.2%
Page 7 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%