Strategic Financial Concepts, LLC - Portfolio Stock Holdings
Strategic Financial Concepts, LLC disclosed 310 stock positions in a recent SEC 13F filing. $399,551,317 of stock holdings were filed, with the largest holdings including VIG, TBUX, and FLTR. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.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:
March 31, 2026No. of Stocks:
310Est. Stock Holding Value:
$399,551,317Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Financial Concepts, LLC
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