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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 14 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OGE OGE ENERGY CORP Utilities 4,863.0 $233K 0.06% NEW $47.96 -1.2%
262 BNDX VANGUARD CHARLOTTE FDS 4,825.0 $232K 0.06% NEW $48.05 +0.4%
263 SPBW AIM ETF PRODUCTS TRUST 8,353.0 $227K 0.06% NEW $27.22 +5.1%
264 IWF ISHARES TR 527.0 $225K 0.06% NEW $426.45 -70.2%
265 NEE NEXTERA ENERGY INC Utilities 2,415.0 $224K 0.06% NEW $92.88 -6.1%
266 USHY ISHARES TR 6,086.0 $224K 0.06% NEW $36.84 +0.7%
267 GOAU ETF SER SOLUTIONS 5,034.0 $223K 0.06% NEW $44.36 -5.3%
268 SFLR INNOVATOR ETFS TRUST 6,290.0 $223K 0.06% NEW $35.41 +9.4%
269 V VISA INC Financial Services 730.0 $221K 0.05% NEW $302.39 +8.3%
270 FBND FIDELITY MERRIMACK STR TR 4,763.0 $217K 0.05% NEW $45.62 -0.3%
271 SLV ISHARES SILVER TR Financial Services 3,182.0 $217K 0.05% -435.0 -12.0% $68.14 +0.3%
272 BOXX EA SERIES TRUST 1,846.0 $215K 0.05% NEW $116.29 +0.5%
273 FV FIRST TR EXCHANGE TRADED FD 3,525.0 $213K 0.05% NEW $60.43 +19.8%
274 IXN ISHARES TR 2,130.0 $213K 0.05% NEW $99.97 +41.4%
275 PFLT PENNANTPARK FLOATING RATE CA Financial Services 26,239.0 $211K 0.05% NEW $8.04 +2.2%
276 LUMN LUMEN TECHNOLOGIES INC Communication Services 30,300.0 $211K 0.05% NEW $6.95 +54.0%
277 MMM 3M CO Industrials 1,438.0 $209K 0.05% NEW $145.27 +5.2%
278 PM PHILIP MORRIS INTL INC Consumer Defensive 1,256.0 $208K 0.05% NEW $165.28 +8.0%
279 SPMO INVESCO EXCH TRADED FD TR II 1,740.0 $206K 0.05% NEW $118.55 +26.6%
280 BOTZ GLOBAL X FDS 6,205.0 $206K 0.05% NEW $33.22 +21.3%
Page 14 of 15  ·  298 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%