Fund HoldingsStrategic Financial Concepts, LLC

Total Portfolio Value
$109.39M
Total Bought
$71.30M
Total Sold
$650.33M
Net Transaction
-$579.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR09,610+9,61006,5826.02%+6,582
BLACKROCK ETF TRUST
ISHARES US EQUIT
063,330+63,33003,8513.52%+3,851
ISHARES TR11,38742,306+30,9191,1914,4024.02%+3,210
ISHARES TR030,621+30,62103,1132.85%+3,113
SPDR SERIES TRUST
ST STR P500ETF
035,418+35,41802,8412.60%+2,841
SPDR SERIES TRUST
ST SHO TREAS ETF
096,721+96,72102,8322.59%+2,832
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
0104,048+104,04802,4582.25%+2,458
ISHARES GOLD TR(IAU)029,563+29,56302,4002.19%+2,400
ISHARES TR
0-5 YR TIPS ETF
019,217+19,21701,9681.80%+1,968
ISHARES TR
CORE DIV GRWTH
046,763+46,76303,2462.97%+3,246
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
018,630+18,63002,2972.10%+2,297
WISDOMTREE TR(WT)020,431+20,43101,8271.67%+1,827
BLACKROCK ETF TRUST
ISHA US THEM ETF
044,675+44,67501,7231.57%+1,723
SPDR GOLD TR(GLD)3,1787,140+3,9621,1302,8302.59%+1,700
ISHARES TR
HIGH YLD SYSTM B
034,292+34,29201,6241.48%+1,624
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
030,551+30,55101,8551.70%+1,855
WISDOMTREE TR(WT)038,453+38,45301,9351.77%+1,935
BLACKROCK ETF TRUST
ISHA I IN TE ETF
041,874+41,87401,3941.27%+1,394
BLACKROCK ETF TRUST II026,269+26,26901,3861.27%+1,386
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
015,669+15,66901,1331.04%+1,133
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
024,835+24,83501,1041.01%+1,104
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
30,27161,266+30,9951,0122,0991.92%+1,087
SPDR SERIES TRUST
ST STR SP500DIV
021,441+21,44109270.85%+927
ISHARES TR09,988+9,98808270.76%+827
WISDOMTREE TR(WT)012,106+12,10607970.73%+797
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
022,832+22,83201,0600.97%+1,060
SPDR SERIES TRUST
ST STR P500GRW
06,696+6,69607140.65%+714
ISHARES TR04,558+4,55801,2621.15%+1,262
SPDR SERIES TRUST
ST STR P500VAL
011,543+11,54306560.60%+656
AMPLIFY ETF TR019,867+19,86708840.81%+884
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
03,803+3,80305960.54%+596
WISDOMTREE TR(WT)012,671+12,67105920.54%+592
SELECT SECTOR SPDR TR
ST STR ENERG ETF
013,182+13,18205890.54%+589
ISHARES TR08,923+8,92305890.54%+589
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
010,201+10,20105520.50%+552
ISHARES TR
TRS FLT RT BD
018,187+18,18709180.84%+918
SPDR SERIES TRUST
ST STR P400MID
08,963+8,96305190.47%+519
ETFS GOLD TR(SGOL)012,346+12,34605070.46%+507
ISHARES INC04,082+4,08204850.44%+485
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
04,856+4,85604700.43%+470
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
06,271+6,27104500.41%+450
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,871+2,87104440.41%+444
EOG RES INC(EOG)04,000+4,00004200.38%+420
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
09,339+9,33904080.37%+408
CHENIERE ENERGY INC(LNG)02,084+2,08404050.37%+405
INVESCO QQQ TR04,989+4,98903,0652.80%+3,065
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
09,422+9,42203790.35%+379
NUSHARES ETF TR
NUVEEN ESG LRGCP
03,874+3,87403790.35%+379
INVESCO DB MULTI-SECTOR COMM(DBO)029,791+29,79103630.33%+363
BANCO SANTANDER SA(SAN)029,001+29,00103400.31%+340
IRON MTN INC DEL(IRM)04,000+4,00003320.30%+332
FEDERATED HERMES ETF TRUST
US STRATEGIC DIV
011,416+11,41603270.30%+327
SPDR SERIES TRUST
ST STR NUVEE ETF
07,030+7,03003210.29%+321
ISHARES TR
ESG AWR MSCI USA
02,155+2,15503210.29%+321
ONEOK INC NEW(OKE)07,646+7,64605620.51%+562
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
05,802+5,80205700.52%+570
ROCKWELL AUTOMATION INC(ROK)0793+79303090.28%+309
ANGLOGOLD ASHANTI PLC(AU)03,560+3,56003040.28%+304
ISHARES TR02,000+2,00002790.25%+279
SPDR SERIES TRUST
ST STR SP600 SML
05,711+5,71102680.24%+268
SPDR SERIES TRUST
ST NUVE TERM ETF
05,573+5,57302670.24%+267
DEERE & CO(DE)0522+52202430.22%+243
AMERICAN CENTY ETF TR02,132+2,13202380.22%+238
VANECK ETF TRUST
VANECK SHRT MUNI
013,587+13,58702370.22%+237
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
04,791+4,79102350.21%+235
ALLIANT ENERGY CORP(LNT)03,604+3,60402340.21%+234
ISHARES SILVER TR(SLV)03,617+3,61702330.21%+233
PROSHARES TR
S&P 500 DV ARIST
02,180+2,18002270.21%+227
ISHARES TR02,036+2,03602240.20%+224
J P MORGAN EXCHANGE TRADED F
HIGH YIELD MUNI
04,383+4,38302200.20%+220
SPDR SERIES TRUST
ST STR R1K YLD
01,933+1,93302200.20%+220
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
04,288+4,28802180.20%+218
SPDR SERIES TRUST
ST STR SP DIV
01,538+1,53802140.20%+214
AT&T INC(T)019,321+19,32104800.44%+480
PACER FDS TR
US CASH COWS 100
07,901+7,90104750.43%+475
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,803+3,80302080.19%+208
NUSHARES ETF TR
ESG LARGE CAP
04,352+4,35202080.19%+208
ISHARES TR0557+55702080.19%+208
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
07,527+7,52702050.19%+205
ISHARES TR
CORE HIGH DV ETF
01,669+1,66902030.19%+203
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
013,103+13,10306630.61%+663
VALE S A013,700+13,70001790.16%+179
FIRST MAJESTIC SILVER CORP(AG)010,111+10,11101680.15%+168
DENISON MINES CORP(DNN)057,815+57,81501540.14%+154
ABRDN SILVER ETF TRUST8,9908,136-8544005500.50%+150
MAIN STR CAP CORP(MAIN)05,966+5,96603600.33%+360
JOHNSON & JOHNSON(JNJ)02,508+2,50805190.47%+519
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
3,1983,809+6114795830.53%+104
NUVEEN PFD & INCOME OPPORTUN(JPC)012,554+12,55401020.09%+102
PACER FDS TR
GLOBL CASH ETF
018,961+18,96107820.71%+782
VANGUARD WHITEHALL FDS02,860+2,86004100.38%+410
ISHARES TR0900+90002710.25%+271
VERIZON COMMUNICATIONS INC(VZ)07,372+7,37203000.27%+300
RIVERNORTH OPPORTUNITIES FD000000
FIRST TR EXCHANGE-TRADED FD05,342+5,34202370.22%+237
TEUCRIUM COMMODITY TR(BTCK)000000
GAMCO GLOBAL GOLD NAT RES &000000
BROADCOM INC(AVGO)806591-2152662040.19%-62
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,133826-3072802090.19%-71
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0800+80002430.22%+243
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