Strategic Financial Concepts, LLC

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...