Notify me when Strategic Financial Concepts, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 126 | $109,393,805 | +$64,957,485 | -$651,054,737 | -$586,097,252 | IVV, ILCG, DYNF, AAPL, DGRO | 13F-HR | 06 Feb 2026, 21:17 |
| Q3 2025 | 266 | $688,129,225 | +$48,217,624 | -$106,796,003 | -$58,578,379 | SPYG, SPTI, SPYV, SPMB, SPIB | 13F-HR | 12 Nov 2025, 18:43 |
| Q2 2025 | 279 | $710,874,565 | +$381,148,221 | -$231,919,962 | +$149,228,259 | SPYG, SPTI, SPYV, SPMB, SPIB | 13F-HR | 05 Aug 2025, 06:28 |
| Q1 2025 | 336 | $533,218,562 | +$51,877,329 | -$28,729,974 | +$23,147,355 | AVUS, BIL, RSP, TBUX, VOO | 13F-HR | 28 Apr 2025, 15:16 |
| Q4 2024 | 330 | $521,362,072 | +$221,818,760 | -$8,009,616 | +$213,809,144 | AVUS, BIL, AAPL, TBUX, RSP | Restatement | 30 Jan 2025, 16:58 |
| Q3 2024 | 244 | $313,979,062 | +$2,625,307 | -$2,929,275,895 | -$2,926,650,588 | AVUS, BIL, TBUX, VTI, VIG | 13F-HR | 12 Nov 2024, 13:13 |
| Q2 2024 | 770 | $2,481,012,090 | $0 | $0 | $0 | AVUS, SCHB, LOW, GOOG, TILL | 13F-HR | 06 Aug 2024, 13:55 |
| Q1 2024 | 313 | $415,080,798 | +$243,446,041 | -$3,610,951 | +$239,835,090 | BIL, AVUS, VOO, PG, AAPL | 13F-HR | 22 Apr 2024, 11:05 |
| Q4 2023 | 147 | $168,675,118 | +$9,653,393 | -$152,738,608 | -$143,085,215 | PG, AGG, RSP, VOO, FIXD | 13F-HR | 18 Jan 2024, 15:26 |
| Q3 2023 | 267 | $296,093,788 | +$51,389,396 | -$17,016,733 | +$34,372,663 | AAPL, BIL, PG, AGG, TSLA | 13F-HR | 07 Nov 2023, 18:52 |
| Q2 2023 | 254 | $271,311,476 | +$32,325,991 | -$20,742,043 | +$11,583,948 | AAPL, PG, TSLA, VOO, QQQ | 13F-HR | 06 Sep 2023, 19:26 |
| Q1 2023 | 241 | $247,911,273 | $0 | $0 | $0 | AAPL, PG, BND, VXUS, VOO | 13F-HR | 06 Sep 2023, 19:24 |