Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc. is an Investment Adviser institutional filer with the SEC under CIK 2112099, reporting 44 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: MD
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-06

Top 10 portfolio positions

The largest reported holdings in Financial Concepts Unlimited, Inc.'s most recent 13F filing, ranked by reported market value.

1. INVESCO QQQ TRUST (QQQ)
2. SPDR DJ INDL AVG ETF TR (DIA)
3. SPDR S&P 500 ETF (SPY)
4. FED HME MDT LAR VAL ETF NAV (FLCV)
5. NVIDIA CORP (NVDA)
6. FEDERATED HME MDT SML COR (FSCC)
7. ISHARES CORE S&P 500 ETF (IVV)
8. SPDR S&P 600 SM CAP GR (SLYG)
9. FEDERATED HERMES ETF TR (MKTN)
10. SPDR S&P 400 MID CAP GR (MDYG)