What does Financial Concepts Unlimited, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Financial Concepts Unlimited, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE

$17M36K14.8%

INVESCO QQQ TRUST

$16M27K14.0%

SPDR S&P 500 ETF

$10M16K9.3%

FEDERATED HME MDT LAR VAL ETF NAV CF

$10M311K8.8%

NVIDIA CORP

$9M51K8.0%

FEDERATED HME MDT SML COR ETF NAV CF

$6M201K5.3%

ISHARES CORE S&P 500 ETF

$5M8K4.9%

FEDERATED HERMES ETF TR MDT

$5M201K4.7%

SPDR S&P 600 SMALL CAP GROWTH ETF

$5M50K4.3%

SPDR S&P 400 MID CAP GROWTH ETF

$4M46K3.9%

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