account_balance
Investment manager · 13F filer · SEC CIK 1870686
Strategic Financial Concepts, LLC
Reported value$336Mas of Jun 30, 2026
Positions239 28 new, 87 sold out
Top 10 weight31.4%VIG alone is 5%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
4.9%
FLTRVaneck ETF Trust
4.0%Trimmed −3%
TBUXT Rowe Price Exchange-Traded
3.5%Trimmed −17%
VTIVanguard Index FDS
3.5%Added +2%
JGROJ P Morgan Exchange Traded F
3.4%Added +33%
TFLRT Rowe Price Exchange-Traded
2.5%Added +17%
AAPLApple Inc.
2.5%Trimmed −27%
TSLATesla, Inc.
2.4%
THYFT Rowe Price Exchange-Traded
2.4%Added +23%
HEFAiShares Tr
2.3%Added +103%
SCHBSchwab Strategic Tr
2.1%−21%
GDX1.5%
VIGVanguard Specialized Funds
4.9%
FLTRVaneck ETF Trust
4.0%Trimmed −3%
TBUXT Rowe Price Exchange-Traded
3.5%−17%
VTIVanguard Index FDS
3.5%+2%
JGROJ P Morgan Exchange Traded F
3.4%+33%
TFLRT Rowe Price Exchange-Traded
2.5%
AAPLApple Inc.
2.5%
TSLATesla, Inc.
2.4%
THYFT Rowe Price Exchange-Traded
2.4%
HEFA2.3%
SCHB2.1%
GDX1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Specialized Funds 4.9% Held
FLTR Vaneck ETF Trust 4.0% Trimmed −3%
TBUX T Rowe Price Exchange-Traded 3.5% Trimmed −17%
VTI Vanguard Index FDS 3.5% Added +2%
JGRO J P Morgan Exchange Traded F 3.4% Added +33%
TFLR T Rowe Price Exchange-Traded 2.5% Added +17%
AAPL Apple Inc. 2.5% Trimmed −27%TSLA Tesla, Inc. 2.4% HeldTHYF T Rowe Price Exchange-Traded 2.4% Added +23%
HEFA iShares Tr 2.3% Added +103%
SCHB Schwab Strategic Tr 2.1% Trimmed −21%
GDX Vaneck ETF Trust 1.5% Added +2%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- IGV $3M
- SPHD $2.76M
- ARKG $2.14M
- CIBR $1.51M
arrow_upwardAdded
- FALN +3618%
- PFFR +1231%
- BOXX +261%
- GARP +256%
arrow_downwardTrimmed
- ILCG −85%
- TLH −83%
- DYNF −81%
- DGRO −80%
remove_circleSold out
- SPTS $3.08M
- STIP $2.08M
- EWS $1.94M
- CGGR $1.63M
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