Strategic Financial Concepts, LLC
Strategic Financial Concepts, LLC reported 239 positions worth $336.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VIG (4.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $16.4M | 4.88% | 69,265 | — | — | |
| ▸ 2 | FLTR | SH | $13.5M | 4.02% | 528,739 | — | — | |
| ▸ 3 | TBUX | SH | $11.8M | 3.50% | 238,317 | — | — | |
| ▸ 4 | VTI | SH | $11.7M | 3.47% | 31,553 | — | — | |
| ▸ 5 | JGRO | SH | $11.3M | 3.36% | 113,876 | — | — | |
| ▸ 6 | TFLR | SH | $8.5M | 2.53% | 168,403 | — | — | |
| ▸ 7 | AAPL | SH | $8.4M | 2.51% | 29,196 | — | — | |
| ▸ 8 | TSLA | SH | $8.2M | 2.43% | 19,384 | — | — | |
| ▸ 9 | THYF | SH | $7.9M | 2.35% | 153,029 | — | — | |
| ▸ 10 | HEFA | SH | $7.8M | 2.31% | 161,657 | — | — |
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Frequently Asked Questions
What stocks does Strategic Financial Concepts, LLC hold as of Q2 2026?
Strategic Financial Concepts, LLC reported 239 positions worth $336.2M in its Q2 2026 13F filing. Largest positions: VIG (4.9%), FLTR (4.0%), TBUX (3.5%), VTI (3.5%) and JGRO (3.4%).
What did Strategic Financial Concepts, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Strategic Financial Concepts, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.