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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PAVE GLOBAL X FDS 4,947.0 $251K 0.06% NEW $50.81 +11.1%
142 FISV FISERV INC Technology 4,485.0 $250K 0.06% NEW $55.80 +1.1%
143 SCHV SCHWAB STRATEGIC TR 8,132.0 $248K 0.06% NEW $30.50 +10.2%
144 EFG ISHARES TR 2,225.0 $248K 0.06% NEW $111.39 +11.0%
145 SMTH ALPS ETF TR 9,612.0 $248K 0.06% NEW $25.76 -0.0%
146 SMMU PIMCO ETF TR 5,019.0 $243K 0.06% NEW $48.45 +4.2%
147 ENB ENBRIDGE INC Energy 4,469.0 $242K 0.06% NEW $54.14 +1.9%
148 IXG ISHARES TR 2,100.0 $239K 0.06% NEW $114.00 +6.6%
149 VDC VANGUARD WORLD FD 1,040.0 $234K 0.06% NEW $224.68 -0.1%
150 FEZ SPDR INDEX SHS FDS 3,759.0 $233K 0.06% NEW $62.08 +9.7%
151 OGE OGE ENERGY CORP Utilities 4,863.0 $233K 0.06% NEW $47.96 -2.2%
152 BNDX VANGUARD CHARLOTTE FDS 4,825.0 $232K 0.06% NEW $48.05 +0.5%
153 SPBW AIM ETF PRODUCTS TRUST 8,353.0 $227K 0.06% NEW $27.22 +5.1%
154 IWF ISHARES TR 527.0 $225K 0.06% NEW $426.45 -70.0%
155 NEE NEXTERA ENERGY INC Utilities 2,415.0 $224K 0.06% NEW $92.88 -7.5%
156 USHY ISHARES TR 6,086.0 $224K 0.06% NEW $36.84 +0.8%
157 GOAU ETF SER SOLUTIONS 5,034.0 $223K 0.06% NEW $44.36 -4.8%
158 SFLR INNOVATOR ETFS TRUST 6,290.0 $223K 0.06% NEW $35.41 +9.8%
159 V VISA INC Financial Services 730.0 $221K 0.05% NEW $302.39 +8.7%
160 FBND FIDELITY MERRIMACK STR TR 4,763.0 $217K 0.05% NEW $45.62 -0.2%
Page 8 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%