Strategic Financial Concepts, LLC Portfolio Holdings
Strategic Financial Concepts, LLC
- $688 Billion
- Q3 2025
Strategic Financial Concepts, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $688 Billion distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $91.5B, Spdr Ser Tr Spdr Portfolio Int with a value of $59.2B, Spdr Portfolio S&P 500 Value E with a value of $55.4B, Spdr Ser Tr Spdr Portfolio Mor with a value of $43B, and Spdr Portfolio Intermediate Te with a value of $31.3B.
Examining the 13F form we can see an decrease of $22.7B in the current position value, from $711B to 688B.
Strategic Financial Concepts, LLC is based out at San Antonio, TX
Below you can find more details about Strategic Financial Concepts, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 266
- Current Value $688 Billion
- Prior Value $711 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 47 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks