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Strategic Financial Concepts, LLC

Q2 2026 13F filing

Updated 47 days ago

239 disclosed positions worth $336.2M

Portfolio value
$336.2M
Total holdings
239
New positions
28
Closed positions
87
Increased
71
Decreased
130
Turnover
48.1%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

B
1.BX

VANGUARD SPECIALIZED FUNDS

-1.9%
Value
$16.4M
Shares
69.3K
% Port
4.88%
?
2.N/A

VANECK ETF TRUST

-2.7%
Value
$13.5M
Shares
528.7K
% Port
4.02%
?
3.N/A

T ROWE PRICE EXCHANGE-TRADED

-16.8%
Value
$11.8M
Shares
238.3K
% Port
3.50%
V

VANGUARD INDEX FDS

+2.0%
Value
$11.7M
Shares
31.6K
% Port
3.47%
J

J P MORGAN EXCHANGE TRADED F

+33.3%
Value
$11.3M
Shares
113.9K
% Port
3.36%
?
6.N/A

T ROWE PRICE EXCHANGE-TRADED

+17.3%
Value
$8.5M
Shares
168.4K
% Port
2.53%
A

APPLE INC

-26.9%
Value
$8.4M
Shares
29.2K
% Port
2.51%
T

TESLA INC

-0.4%
Value
$8.2M
Shares
19.4K
% Port
2.42%
?
9.N/A

T ROWE PRICE EXCHANGE-TRADED

+23.3%
Value
$7.9M
Shares
153.0K
% Port
2.35%
E
10.ETHA

ISHARES TR

+103.1%
Value
$7.8M
Shares
161.7K
% Port
2.31%
S

SCHWAB STRATEGIC TR

-20.6%
Value
$7M
Shares
240.4K
% Port
2.07%
H
12.HODL

VANECK ETF TRUST

+2.0%
Value
$4.9M
Shares
65.4K
% Port
1.47%
V
13.VGES

VANGUARD INDEX FDS

-3.1%
Value
$4.6M
Shares
21.0K
% Port
1.37%
?
14.N/A

J P MORGAN EXCHANGE TRADED F

-15.5%
Value
$4.5M
Shares
67.9K
% Port
1.34%
E
15.ETHA

ISHARES TR

+256.4%
Value
$4.3M
Shares
51.1K
% Port
1.29%
V
16.VGES

VANGUARD INDEX FDS

+466.2%
Value
$4.2M
Shares
48.6K
% Port
1.24%
S

SCHWAB STRATEGIC TR

-32.7%
Value
$3.9M
Shares
122.9K
% Port
1.16%
A
18.AMZN

AMAZON COM INC

-25.8%
Value
$3.8M
Shares
15.9K
% Port
1.13%
M
19.MU

MICRON TECHNOLOGY INC

+7.4%
Value
$3.8M
Shares
3.3K
% Port
1.12%
?
20.N/A

T ROWE PRICE EXCHANGE-TRADED

-24.0%
Value
$3.5M
Shares
86.7K
% Port
1.04%
Q
21.QQQ

INVESCO QQQ TR

-48.0%
Value
$3.5M
Shares
4.6K
% Port
1.03%
S

SCHWAB STRATEGIC TR

-2.5%
Value
$3.5M
Shares
126.1K
% Port
1.03%
N
23.NVDA

NVIDIA CORPORATION

-21.1%
Value
$3.3M
Shares
16.7K
% Port
0.99%
S

SPDR SERIES TRUST

-67.5%
Value
$3.3M
Shares
40.0K
% Port
0.97%
E
25.ETHA

ISHARES TR

Value
$3M
Shares
33.1K
% Port
0.89%
E
26.ETHA

ISHARES TR

-29.3%
Value
$2.9M
Shares
28.9K
% Port
0.86%
F
27.FPF

FIRST TR EXCHANGE-TRADED FD

+2.0%
Value
$2.9M
Shares
57.5K
% Port
0.86%
E
28.ETHA

ISHARES TR

-72.0%
Value
$2.8M
Shares
3.8K
% Port
0.83%
V
29.VGES

VANGUARD TAX-MANAGED FDS

-9.2%
Value
$2.8M
Shares
38.9K
% Port
0.83%
?
30.N/A

INVESCO EXCH TRADED FD TR II

Value
$2.8M
Shares
54.3K
% Port
0.82%
G

ALPHABET INC

+5.4%
Value
$2.7M
Shares
7.7K
% Port
0.82%
?
32.N/A

ISHARES TR

+3618.0%
Value
$2.7M
Shares
99.3K
% Port
0.80%
F
33.FFIN

FIRST FINL BANKSHARES INC

-1.7%
Value
$2.7M
Shares
77.8K
% Port
0.80%
S

SPDR SERIES TRUST

-7.0%
Value
$2.7M
Shares
30.4K
% Port
0.80%
S

SCHWAB STRATEGIC TR

-2.4%
Value
$2.6M
Shares
71.1K
% Port
0.76%
I
36.IVZ

INVESCO EXCHANGE TRADED FD T

-0.8%
Value
$2.6M
Shares
12.0K
% Port
0.76%
V
37.VGES

VANGUARD INDEX FDS

+0.2%
Value
$2.5M
Shares
7.2K
% Port
0.74%
?
38.N/A

ETFIS SER TR I

+1230.9%
Value
$2.5M
Shares
141.6K
% Port
0.73%
B
39.BTCW

WISDOMTREE TR

+8.8%
Value
$2.4M
Shares
40.2K
% Port
0.71%
H
40.HODL

VANECK ETF TRUST

+19.7%
Value
$2.3M
Shares
3.5K
% Port
0.69%
F
41.FFA

FIRST TR EXCHANGE-TRADED FD

+134.1%
Value
$2.2M
Shares
37.5K
% Port
0.67%
?
42.N/A

INVESCO EXCH TRADED FD TR II

+7.5%
Value
$2.2M
Shares
37.1K
% Port
0.67%
G

ALPHABET INC

-4.3%
Value
$2.2M
Shares
6.3K
% Port
0.66%
B
44.BTCW

WISDOMTREE TR

+5.8%
Value
$2.2M
Shares
21.9K
% Port
0.66%
J

J P MORGAN EXCHANGE TRADED F

-2.4%
Value
$2.2M
Shares
36.2K
% Port
0.66%
?
46.N/A

ARK ETF TR

Value
$2.1M
Shares
51.0K
% Port
0.64%
W
47.WMT

WALMART INC

-24.7%
Value
$2.1M
Shares
18.4K
% Port
0.62%
E
48.ETHA

ISHARES TR

-47.1%
Value
$2.1M
Shares
20.8K
% Port
0.61%
S

SPDR INDEX SHS FDS

+3.4%
Value
$2M
Shares
39.5K
% Port
0.61%
V
50.VGES

VANGUARD INDEX FDS

-21.5%
Value
$1.9M
Shares
2.7K
% Port
0.58%