Strategic Financial Concepts, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$535.4M
Holdings
298
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 80%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Increased +71.3% (1.7k → 2.9k shares)
3.7%
02
$TBUX
T ROWE PRICE ETF INC
Q1 2026: New position (3.40M shares)
3.5%
03
$FLTR
VANECK ETF TRUST
Q4 2025: Exited (was 530.3k shares)
3.4%
04
$BIL
SPDR SERIES TRUST
Q1 2026: New position (4.6k shares)
2.7%
05
$AAPL
APPLE INC
Q1 2026: Increased +1254.8% (13.1k → 177.7k shares)
2.5%
06
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +75.5% (1.8k → 3.2k shares)
2.5%
07
$IVV
ISHARES TR
Q1 2026: Sold 86.2% (9.6k → 1.3k shares)
2.2%
08
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Sold 96.5% (284.8k → 9.9k shares)
1.9%
09
$TFLR
T ROWE PRICE ETF INC
Q4 2025: Exited (was 85.1k shares)
1.8%
10
$JGRO
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 6.0k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.