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Portfolio (Quarterly) Guide ↗

Strategic Financial Concepts, LLC

· CIK 0001870686
13F Portfolio $109M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New
Page 3 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYG SPDR SERIES TRUST 6,696.0 $714K 0.65% NEW $106.69 +13.2%
42 J P MORGAN EXCHANGE TRADED F 13,103.0 $663K 0.61% NEW $50.59
43 SPYV SPDR SERIES TRUST 11,543.0 $656K 0.60% NEW $56.81 +7.7%
44 VTI VANGUARD INDEX FDS 1,831.0 $614K 0.56% NEW $335.30 +10.8%
45 PPA INVESCO EXCHANGE TRADED FD T 3,803.0 $596K 0.55% NEW $156.63 +13.7%
46 DEM WISDOMTREE TR 12,671.0 $592K 0.54% NEW $46.71 +18.5%
47 XLE SELECT SECTOR SPDR TR 13,182.0 $589K 0.54% NEW $44.71 +27.3%
48 IJH ISHARES TR 8,923.0 $589K 0.54% NEW $66.00 +12.8%
49 GRID FIRST TR EXCHANGE TRADED FD 3,809.0 $583K 0.53% NEW $153.01 +26.7%
50 AIRR FIRST TR EXCHANGE TRADED FD 5,802.0 $570K 0.52% NEW $98.32 +32.7%
51 SGOV ISHARES TR 5,621.0 $564K 0.52% NEW $100.38 +0.3%
52 OKE ONEOK INC NEW Energy 7,646.0 $562K 0.51% NEW $73.50 +18.4%
53 JGRO J P MORGAN EXCHANGE TRADED F 6,020.0 $559K 0.51% NEW $92.81 +6.3%
54 JBND J P MORGAN EXCHANGE TRADED F 10,201.0 $552K 0.50% NEW $54.07 -1.1%
55 SIVR ABRDN SILVER ETF TRUST Financial Services 8,136.0 $550K 0.50% NEW $67.64 +6.2%
56 SPMD SPDR SERIES TRUST 8,963.0 $519K 0.47% NEW $57.91 +12.7%
57 JNJ JOHNSON & JOHNSON Healthcare 2,508.0 $519K 0.47% NEW $206.91 +11.5%
58 SGOL ETFS GOLD TR Financial Services 12,346.0 $507K 0.46% NEW $41.08 +4.3%
59 VOO VANGUARD INDEX FDS 802.0 $503K 0.46% NEW $627.14 +10.6%
60 ACWV ISHARES INC 4,082.0 $485K 0.44% NEW $118.75 +2.8%
Page 3 of 7  ·  126 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 43.1%
Technology 22.6%
Energy 10.6%
Consumer Cyclical 8.5%
Consumer Defensive 4.4%
Communication Services 3.6%
Industrials 2.0%
Healthcare 1.9%
Basic Materials 1.3%
Real Estate 1.2%