SPC Financial, Inc.

Est. AUM

$1.28B

13F long equity, this entity only

Positions

278

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$100.6M	530389	7.86%	SOLE
2	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$69.4M	1622671	5.42%	SOLE
3	WISDOMTREE TR	INTL QULTY DIV	$43.7M	1095888	3.41%	SOLE
4	ISHARES TR	TRS FLT RT BD	$42.7M	843550	3.33%	SOLE
5	WISDOMTREE TR	FLOATNG RAT TREA	$39.4M	784701	3.08%	SOLE
6	JANUS DETROIT STR TR	HENDERSON MTG	$38.0M	832692	2.97%	SOLE
7	ISHARES TR	MSCI USA QLT FCT	$35.7M	183650	2.79%	SOLE
8	ISHARES TR	US AER DEF ETF	$31.3M	149415	2.44%	SOLE
9	ISHARES TR	US BR DEL SE ETF	$29.9M	169156	2.34%	SOLE
10	ISHARES TR	S&P SML 600 GWT	$28.2M	199500	2.21%	SOLE
11	ISHARES TR	EXPANDED TECH	$28.1M	244572	2.20%	SOLE
12	JANUS DETROIT STR TR	HENDRSON AAA CL	$28.0M	551449	2.19%	SOLE
13	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$27.7M	582182	2.16%	SOLE
14	ISHARES TR	SP SMCP600VL ETF	$27.4M	248201	2.14%	SOLE
15	ISHARES TR	S&P 500 GRWT ETF	$27.1M	224358	2.12%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$27.1M	410442	2.11%	SOLE
17	SPDR SERIES TRUST	PORTFOLIO S&P500	$25.3M	322779	1.98%	SOLE
18	ISHARES TR	MORNINGSTAR VALU	$22.1M	245889	1.73%	SOLE
19	ISHARES TR	S&P MC 400GR ETF	$21.6M	225286	1.69%	SOLE
20	ISHARES TR	S&P MC 400VL ETF	$21.4M	164688	1.67%	SOLE
21	ISHARES TR	U.S. INSRNCE ETF	$20.9M	155943	1.63%	SOLE
22	VANGUARD INDEX FDS	LARGE CAP ETF	$20.5M	66485	1.60%	SOLE
23	ISHARES TR	US CONSUM DISCRE	$19.4M	184644	1.51%	SOLE
24	ISHARES TR	U.S. FINLS ETF	$19.2M	151691	1.50%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$18.8M	39158	1.47%	SOLE
26	APPLE INC	COM	$18.2M	71416	1.42%	SOLE
27	MICROSOFT CORP	COM	$15.2M	29301	1.19%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$15.0M	22467	1.17%	SOLE
29	ISHARES TR	CORE MSCI EAFE	$11.5M	132142	0.90%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$11.0M	168905	0.86%	SOLE
31	JPMORGAN CHASE & CO.	COM	$11.0M	34783	0.86%	SOLE
32	PACER FDS TR	US CASH COWS 100	$10.6M	185277	0.83%	SOLE
33	J P MORGAN EXCHANGE TRADED F	EQUITY FOCUS ETF	$10.5M	142141	0.82%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.8M	45399	0.77%	SOLE
35	STRATEGY SHS	DAY HAGAN SMART	$8.9M	183542	0.69%	SOLE
36	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$8.6M	138427	0.67%	SOLE
37	VANGUARD WORLD FD	MEGA GRWTH IND	$8.4M	20902	0.66%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$8.3M	69698	0.65%	SOLE
39	INVESCO QQQ TR	UNIT SER 1	$8.2M	13696	0.64%	SOLE
40	PACER FDS TR	TRENDP US LAR CP	$8.1M	147569	0.63%	SOLE
41	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$7.5M	77696	0.59%	SOLE
42	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$7.5M	87693	0.58%	SOLE
43	SPDR SERIES TRUST	PORTFOLIO S&P400	$7.4M	129416	0.58%	SOLE
44	MOTOROLA SOLUTIONS INC	COM NEW	$7.3M	16016	0.57%	SOLE
45	FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$7.0M	51711	0.54%	SOLE
46	WALMART INC	COM	$6.3M	60894	0.49%	SOLE
47	ISHARES TR	7-10 YR TRSY BD	$6.0M	62543	0.47%	SOLE
48	ISHARES TR	10-20 YR TRS ETF	$6.0M	57968	0.47%	SOLE
49	PACER FDS TR	TRENDPILOT INTL	$5.8M	191725	0.46%	SOLE
50	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$5.8M	196930	0.46%	SOLE

1–50 of 278

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.