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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 3 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBUS J P MORGAN EXCHANGE TRADED F 22,550.0 $2.6M 0.65% +4K +21.0% $117.18 +15.5%
42 FALN ISHARES TR 2,672.0 $2.6M 0.65% NEW $984.22 -97.2%
43 SPYM SPDR SERIES TRUST 32,743.0 $2.5M 0.62% -3K -7.5% $76.54 +15.5%
44 THRO BLACKROCK ETF TRUST 65,358.0 $2.4M 0.58% +21K +46.3% $36.22 +17.7%
45 FFIN FIRST FINL BANKSHARES INC Financial Services 79,202.0 $2.3M 0.57% NEW $29.45 +23.9%
46 RSP INVESCO EXCHANGE TRADED FD T 12,129.0 $2.3M 0.57% NEW $191.91 +12.1%
47 MSFT MICROSOFT CORP Technology 6,168.0 $2.3M 0.57% +4K +155.0% $372.72 +7.6%
48 VV VANGUARD INDEX FDS 7,228.0 $2.2M 0.53% NEW $299.72 +15.3%
49 SCHA SCHWAB STRATEGIC TR 72,818.0 $2.1M 0.52% NEW $29.08 +17.8%
50 GOOGL ALPHABET INC Communication Services 7,297.0 $2.1M 0.52% NEW $287.57 +23.3%
51 STIP ISHARES TR 20,110.0 $2.1M 0.51% +893.0 +4.7% $103.43 -2.0%
52 VOO VANGUARD INDEX FDS 3,447.0 $2.1M 0.51% +3K +329.8% $602.17 +14.6%
53 JEPQ J P MORGAN EXCHANGE TRADED F 37,124.0 $2.1M 0.51% NEW $55.52 +6.7%
54 BAI BLACKROCK ETF TRUST 62,529.0 $2.1M 0.51% +21K +49.3% $32.95 +30.9%
55 WTV WISDOMTREE TR 20,708.0 $2.0M 0.48% NEW $94.73 +11.6%
56 DGRS WISDOMTREE TR 36,918.0 $2.0M 0.48% NEW $52.96 +14.1%
57 EWS ISHARES INC 68,871.0 $1.9M 0.48% NEW $28.22 +12.7%
58 IDMO INVESCO EXCH TRADED FD TR II 34,519.0 $1.9M 0.47% NEW $54.84 +8.2%
59 GOOG ALPHABET INC Communication Services 6,594.0 $1.9M 0.47% +6K +878.3% $286.86 +23.3%
60 SPEM SPDR INDEX SHS FDS 38,148.0 $1.8M 0.44% NEW $46.91 +8.8%
Page 3 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%