Strategic Financial Concepts, LLC - Portfolio overview

Strategic Financial Concepts, LLC has 362 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPTI - SPDR SERIES TRUST, 9.59%
2. SPMB - SPDR SERIES TRUST, 6.97%
3. SPIB - SPDR SERIES TRUST, 5.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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