Strategic Financial Concepts, LLC - Portfolio Stock Holdings
Strategic Financial Concepts, LLC disclosed 326 stock positions in a recent SEC 13F filing. $336,443,860 of stock holdings were filed, with the largest holdings including VIG, FLTR, and TBUX. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $927,710,771 and has 41 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
326Est. Stock Holding Value:
$336,443,860Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Financial Concepts, LLC
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Stock
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% of Portfolio
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