Strategic Financial Concepts, LLC: 13F holdings
CIK 18706862026Q2
| Positions | 239 |
|---|
| Reported value | $336.2m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 239 (-59 vs prior quarter) |
|---|
| Reported value | $336.2m (-16.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD SPECIALIZED FUNDS | 69,265 | $16.4m | 4.9% |
| FLTR VANECK ETF TRUST | 528,739 | $13.5m | 4.0% |
| TBUX T ROWE PRICE EXCHANGE-TRADED | 238,317 | $11.8m | 3.5% |
| VTI VANGUARD INDEX FDS | 31,553 | $11.7m | 3.5% |
| JGRO J P MORGAN EXCHANGE TRADED F | 113,876 | $11.3m | 3.4% |
| T ROWE PRICE EXCHANGE-TRADED | 168,403 | $8.5m | 2.5% |
| AAPL APPLE INC | 29,196 | $8.4m | 2.5% |
| TSLA TESLA INC | 19,384 | $8.2m | 2.4% |
| T ROWE PRICE EXCHANGE-TRADED | 153,029 | $7.9m | 2.4% |
| HEFA ISHARES TR | 161,657 | $7.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1870686")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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