Strategic Financial Concepts, LLC DEUS — DBX ETF TR

Ownership history in Strategic Financial Concepts, LLC  ·  10 quarters on record

AI Ownership Summary

Strategic Financial Concepts, LLC reported DBX ETF TR (DEUS) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows DEUS at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DEUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Financial Concepts, LLC's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DEUS was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DEUS stock page Strategic Financial Concepts, LLC fund profile Strategic Financial Concepts, LLC full holdings
How Strategic Financial Concepts, LLC held DEUS — position size vs. price
% of Fund (quarterly)    DEUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 15,482 +90 +0.6% 0.23% $927K 2026-05-13 $63.29
2025 Q3 REDUCED — — — 15,392 -16 -0.1% 0.13% $894K 2025-11-13 $57.20
2025 Q2 REDUCED — — — 15,408 -50 -0.3% 0.12% $866K 2025-08-05 $55.98
2025 Q1 REDUCED 98.1% +5.3% ❌ 15,458 -793,752 -98.1% 0.16% $829K 2025-04-28 $51.72
2024 Q4 ADDED — — — 809,210 +794,861 +5539.5% 0.15% $809.2M 2025-01-28 $54.56
2024 Q3 REDUCED 98.1% -1.4% ✅ 14,349 -739,941 -98.1% 0.25% $786K 2024-11-12 $55.51
2024 Q2 ADDED — — — 754,290 +741,233 +5676.9% 0.01% $14.3M 2024-08-06 $49.19
2024 Q1 ADDED — — — 13,057 +57 +0.4% 0.16% $681K 2024-04-22 $47.82
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DEUS

As of 2026 Q1 — sorted by position size

BKM Wealth Management, LLC 3.78% Wealth Alliance Advisory Group, LLC 3Y 7Y 1.75% Crumly & Associates Inc. 3Y 1.2% Gaddis Premier Wealth Advisors LLC 0.78% Garden State Investment Advisory Services LLC 3Y 0.68% RVW Wealth, LLC 3Y 7Y 0.37% L & S Advisors Inc 3Y 7Y 0.29% Goldstein Advisors, LLC 3Y 0.17% Family Capital Trust Co 3Y 7Y 0.13% Kingsview Wealth Management, LLC 3Y 0.11%

FAQ About Strategic Financial Concepts, LLC and DEUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Financial Concepts, LLC reported owning DEUS?

Strategic Financial Concepts, LLC reported DEUS across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DEUS position in Strategic Financial Concepts, LLC's portfolio?

The largest reported portfolio weight for DEUS was 0.25% in 2024 Q3.

What is the latest reported DEUS position on this page?

The most recent filing on this page is 2026 Q1, when Strategic Financial Concepts, LLC reported 15,482 shares, equal to 0.23% of portfolio, with an estimated market value of $927K.

What does the chart on this DEUS ownership page compare?

The chart compares Strategic Financial Concepts, LLC's quarterly DEUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Financial Concepts, LLC time their DEUS position?

Based on 13F filing dates vs. subsequent DEUS price moves, Strategic Financial Concepts, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on DEUS relative to SPY over the holding period was -5.4%.

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