DOSSIER · 13F-HR · Q2 2026
Strategic Financial Concepts, LLC
$336M in tracked AUM across 239 positions as of Q2 2026.
SF
CIK 0001870686 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Strategic Financial Concepts, LLC
1. Portfolio Overview
Strategic Financial Concepts, LLC manages a portfolio with a total value of $555.57 million as of September 30, 2025. The firm experienced a positive performance period, with total assets growing by 7.3% (an increase of $37.74 million) from the previous quarter's $517.83 million. The portfolio consists of 166 holdings, indicating a high level of diversification.
The portfolio...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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