Financial Concepts Unlimited, Inc.

DOSSIER · 13F-HR · Q1 2026

Financial Concepts Unlimited, Inc.

$112M in tracked AUM across 44 positions as of Q1 2026.

FC

CIK 0002112099 · last filed Mar 31, 2026

Total AUM

$112M

as of Q1 2026

Holdings

44

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIA

SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE

$17M36K14.8%02

QQQ

INVESCO QQQ TRUST

$16M27K14.0%03

SPY

SPDR S&P 500 ETF

$10M16K9.3%04

FLCV

FEDERATED HME MDT LAR VAL ETF NAV CF

$10M311K8.8%05

NVDA

NVIDIA CORP

$9M51K8.0%06

FSCC

FEDERATED HME MDT SML COR ETF NAV CF