SEC Form 13F

Strategic Financial Concepts, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$336,191,898
Positions239

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$16,394,00269,265
VANECK ETF TRUSTFLTRIG FLOA RATE ETF$13,504,248528,739
T ROWE PRICE EXCHANGE-TRADEDTBUXULTRA SHRT TRM$11,775,667238,317
VANGUARD INDEX FDSVTITOTAL STK MKT$11,675,44131,553
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$11,299,308113,876
T ROWE PRICE EXCHANGE-TRADEDTFLRFLOATING RATE$8,491,071168,403
APPLE INCAAPLCOM$8,448,14729,196
TESLA INCTSLACOM$8,152,78619,384
T ROWE PRICE EXCHANGE-TRADEDTHYFUS HIGH YIELD$7,913,731153,029
ISHARES TRHEFAHDG MSCI EAFE$7,752,013161,657

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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