Strategic Financial Concepts, LLC
Top Portfolio Positions
98 positions ·
$88,890,558 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,950 | $10,138,910 | 11.41% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,456 | $7,232,768 | 8.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,864 | $5,116,123 | 5.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,469 | $4,471,348 | 5.03% | |
| NVDA |
Nvidia Corp
Technology
|
21,129 | $3,684,897 | 4.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
20,741 | $3,518,918 | 3.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
24,400 | $3,032,432 | 3.41% | |
| IAU |
Ishares Gold Trust
|
32,698 | $2,882,655 | 3.24% | |
| GLD |
Spdr Gold Trust
|
6,663 | $2,867,022 | 3.23% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
79,202 | $2,332,498 | 2.62% |
Portfolio Trend
13 quarters · across all stocks
Holdings in SSYS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,849 | 25,717 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||