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Aryn Sands

Strategic Financial Concepts, Llc

Assets Managed
$405.481M
Holdings
298
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
270.67%(2Q avg: 93.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Financial Concepts, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 298 positions.

Assets under management

The assets under management (AUM) of Strategic Financial Concepts, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 405.481M in assets, with a quarterly growth rate of 270.67% and a 2-quarter average growth rate of 93.28%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 4029.95%
3.74%
$15.154M
70,622 shares@ $214.58 avg price
TBUX
T Rowe Price Ultra Short-ter
Recent Activity
New Position
3.49%
$14.118M
286,399 shares@ $49.3 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
New Position
3.41%
$13.801M
543,234 shares@ $25.41 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
2.75%
$11.134M
123,059 shares@ $90.48 avg price
AAPL
Apple Inc
Recent Activity
Increased 204.59%
2.51%
$10.145M
39,950 shares@ $253.94 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1589.03%
2.5%
$10.104M
30,926 shares@ $326.71 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 42.79%
2.22%
$8.963M
13,722 shares@ $653.19 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 2960.66%
1.88%
$7.597M
302,668 shares@ $25.1 avg price
TFLR
T Rowe Price Floating Rt Etf
Recent Activity
New Position
1.8%
$7.267M
143,547 shares@ $50.63 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 1318.86%
1.79%
$7.257M
85,415 shares@ $84.96 avg price

1-10 of 298