SPC Financial, Inc.

ROCKVILLE, MD · CIK 1415201 · 13F filing filed 2025-11-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRockville, MD

$1.3bn reported value +7.2% vs Q2 2025

278positions

35.9%in top 10

28 new 144 added 70 reduced 12 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	530,389	$100.6m7.86%	7.86%	Added +164.3k	+164,251 44.9%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,622,671	$69.4m5.42%	5.42%	Added +111.2k	+111,199 7.4%
3	WISDOMTREE TR INTL QULTY DIV IQDG	IQDG	1,095,888	$43.7m3.41%	3.41%	Added +41.6k	+41,572 3.9%
4	ISHARES TR TRS FLT RT BD TFLO	TFLO	843,550	$42.7m3.33%	3.33%	Reduced -562.9k	-562,876 -40.0%
5	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	784,701	$39.4m3.08%	3.08%	Reduced -170.8k	-170,811 -17.9%
6	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	832,692	$38.0m2.97%	2.97%	Added +22.4k	+22,372 2.8%
7	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	183,650	$35.7m2.79%	2.79%	Reduced -2.1k	-2,109 -1.1%
8	ISHARES TR US AER DEF ETF ITA	ITA	149,415	$31.3m2.44%	2.44%	Added +22.6k	+22,584 17.8%
9	ISHARES TR US BR DEL SE ETF IAI	IAI	169,156	$29.9m2.34%	2.34%	Added +298	+298 0.2%
10	ISHARES TR S&P SML 600 GWT IJT	IJT	199,500	$28.2m2.21%	2.21%	Reduced -1.2k	-1,158 -0.6%
11	ISHARES TR EXPANDED TECH IGV	IGV	244,572	$28.1m2.20%	2.20%	Added +2.8k	+2,794 1.2%
12	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	551,449	$28.0m2.19%	2.19%	Added +15.4k	+15,392 2.9%
13	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	582,182	$27.7m2.16%	2.16%	Added +16.2k	+16,174 2.9%
14	ISHARES TR SP SMCP600VL ETF IJS	IJS	248,201	$27.4m2.14%	2.14%	Reduced -42	-42 -0.0%
15	ISHARES TR S&P 500 GRWT ETF IVW	IVW	224,358	$27.1m2.12%	2.12%	Reduced -4.4k	-4,440 -1.9%
16	ISHARES INC CORE MSCI EMKT IEMG	IEMG	410,442	$27.1m2.11%	2.11%	Added +6.5k	+6,451 1.6%
17	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	322,779	$25.3m1.98%	1.98%	Added +16.9k	+16,919 5.5%
18	ISHARES TR MORNINGSTAR VALU ILCV	ILCV	245,889	$22.1m1.73%	1.73%	Reduced -848	-848 -0.3%
19	ISHARES TR S&P MC 400GR ETF IJK	IJK	225,286	$21.6m1.69%	1.69%	Added +363	+363 0.2%
20	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	164,688	$21.4m1.67%	1.67%	Reduced -448	-448 -0.3%
21	ISHARES TR U.S. INSRNCE ETF IAK	IAK	155,943	$20.9m1.63%	1.63%	Reduced -1.4k	-1,376 -0.9%
22	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	66,485	$20.5m1.60%	1.60%	Reduced -1.4k	-1,350 -2.0%
23	ISHARES TR US CONSUM DISCRE IYC	IYC	184,644	$19.4m1.51%	1.51%	Added +301	+301 0.2%
24	ISHARES TR U.S. FINLS ETF IYF	IYF	151,691	$19.2m1.50%	1.50%	Reduced -968	-968 -0.6%
25	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	39,158	$18.8m1.47%	1.47%	Reduced -130	-130 -0.3%
26	APPLE INC COM AAPL	AAPL	71,416	$18.2m1.42%	1.42%	Added +403	+403 0.6%
27	MICROSOFT CORP COM MSFT	MSFT	29,301	$15.2m1.19%	1.19%	Added +378	+378 1.3%
28	ISHARES TR CORE S&P500 ETF IVV	IVV	22,467	$15.0m1.17%	1.17%	Added +519	+519 2.4%
29	ISHARES TR CORE MSCI EAFE IEFA	IEFA	132,142	$11.5m0.90%	0.90%	Added +2.3k	+2,326 1.8%
30	ISHARES TR CORE S&P MCP ETF IJH	IJH	168,905	$11.0m0.86%	0.86%	Added +5.5k	+5,500 3.4%
31	JPMORGAN CHASE & CO COM JPM	JPM	34,783	$11.0m0.86%	0.86%	Reduced -233	-233 -0.7%
32	PACER FDS TR US CASH COWS 100 COWZ	COWZ	185,277	$10.6m0.83%	0.83%	Added +22.2k	+22,156 13.6%
33	J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF JPEF	JPEF	142,141	$10.5m0.82%	0.82%	Added +14.5k	+14,527 11.4%
34	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	45,399	$9.8m0.77%	0.77%	Added +4	+4 0.0%
35	STRATEGY SHS DAY HAGAN NED SSUS	SSUS	183,542	$8.9m0.69%	0.69%	Added +3.5k	+3,488 1.9%
36	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	138,427	$8.6m0.67%	0.67%	Added +5.0k	+4,973 3.7%
37	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	20,902	$8.4m0.66%	0.66%	New
38	ISHARES TR CORE S&P SCP ETF IJR	IJR	69,698	$8.3m0.65%	0.65%	Added +1.6k	+1,636 2.4%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	13,696	$8.2m0.64%	0.64%	Reduced -690	-690 -4.8%
40	PACER FDS TR TRENDP US LAR CP PTLC	PTLC	147,569	$8.1m0.63%	0.63%	Added +4.9k	+4,893 3.4%
41	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	77,696	$7.5m0.59%	0.59%	Added +6.1k	+6,065 8.5%
42	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	87,693	$7.5m0.58%	0.58%	Reduced -4.3k	-4,305 -4.7%
43	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	129,416	$7.4m0.58%	0.58%	New
44	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	16,016	$7.3m0.57%	0.57%	Added +64	+64 0.4%
45	FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING SKYY	SKYY	51,711	$7.0m0.54%	0.54%	Added +5.0k	+4,978 10.7%
46	WALMART INC COM WMT	WMT	60,894	$6.3m0.49%	0.49%	Added +65	+65 0.1%
47	ISHARES TR 7-10 YR TRSY BD IEF	IEF	62,543	$6.0m0.47%	0.47%	Added +4.7k	+4,652 8.0%
48	ISHARES TR 10-20 YR TRS ETF TLH	TLH	57,968	$6.0m0.47%	0.47%	Added +4.8k	+4,814 9.1%
49	PACER FDS TR TRENDPILOT INTL PTIN	PTIN	191,725	$5.8m0.46%	0.46%	Added +8.0k	+7,980 4.3%
50	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	196,930	$5.8m0.46%	0.46%	Added +37.9k	+37,885 23.8%
51	AMAZON COM INC COM AMZN	AMZN	26,463	$5.8m0.45%	0.45%	Added +819	+819 3.2%
52	REPUBLIC SVCS INC COM RSG	RSG	24,660	$5.7m0.44%	0.44%	Added +159	+159 0.7%
53	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	126,837	$5.7m0.44%	0.44%	Added +44.2k	+44,242 53.6%
54	ENCOMPASS HEALTH CORP COM EHC	EHC	44,112	$5.6m0.44%	0.44%	Reduced -355	-355 -0.8%
55	NVIDIA CORPORATION COM NVDA	NVDA	29,682	$5.5m0.43%	0.43%	Reduced -3	-3 -0.0%
56	ISHARES TR CORE S&P TTL STK ITOT	ITOT	36,778	$5.4m0.42%	0.42%	Added +33.0k	+33,005 874.8%
57	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	18,380	$5.2m0.41%	0.41%	Added +45	+45 0.2%
58	MARATHON PETE CORP COM MPC	MPC	26,297	$5.1m0.40%	0.40%	Reduced -302	-302 -1.1%
59	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	18,459	$4.6m0.36%	0.36%	Added +4.6k	+4,608 33.3%
60	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	92,280	$4.3m0.33%	0.33%	New
61	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	89,336	$4.2m0.33%	0.33%	Added +5.1k	+5,123 6.1%
62	EATON CORP PLC SHS ETN	ETN	11,128	$4.2m0.33%	0.33%	Reduced -128	-128 -1.1%
63	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	24,627	$4.1m0.32%	0.32%	Added +208	+208 0.8%
64	T-MOBILE US INC COM TMUS	TMUS	17,332	$4.1m0.32%	0.32%	Added +195	+195 1.1%
65	ISHARES TR SELECT DIVID ETF DVY	DVY	28,845	$4.1m0.32%	0.32%	Reduced -13.1k	-13,094 -31.2%
66	CHUBB LIMITED COM CB	CB	14,379	$4.1m0.32%	0.32%	Reduced -54	-54 -0.4%
67	MARRIOTT INTL INC NEW CL A MAR	MAR	13,168	$3.4m0.27%	0.27%	Reduced -93	-93 -0.7%
68	CISCO SYS INC COM CSCO	CSCO	49,943	$3.4m0.27%	0.27%	Added +536	+536 1.1%
69	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,979	$3.4m0.27%	0.27%	Added +96	+96 0.7%
70	BROADCOM INC COM AVGO	AVGO	9,603	$3.2m0.25%	0.25%	Reduced -673	-673 -6.5%
71	AT&T INC COM T	T	101,924	$2.9m0.22%	0.22%	Added +4.9k	+4,937 5.1%
72	ROPER TECHNOLOGIES INC COM ROP	ROP	5,520	$2.8m0.22%	0.22%	Added +195	+195 3.7%
73	ISHARES TR US OIL GS EX ETF IEO	IEO	27,001	$2.5m0.20%	0.20%	Reduced -111	-111 -0.4%
74	SELECT SECTOR SPDR TR ENERGY XLE	XLE	27,285	$2.4m0.19%	0.19%	Added +650	+650 2.4%
75	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	24,255	$2.4m0.19%	0.19%	Added +1.1k	+1,130 4.9%
76	ABBOTT LABS COM ABT	ABT	17,680	$2.4m0.18%	0.18%	Reduced -29	-29 -0.2%
77	JOHNSON & JOHNSON COM JNJ	JNJ	12,182	$2.3m0.18%	0.18%	Added +19	+19 0.2%
78	UNITEDHEALTH GROUP INC COM UNH	UNH	6,489	$2.2m0.18%	0.18%	Added +295	+295 4.8%
79	ATLANTIC UN BANKSHARES CORP COM AUB	AUB	56,870	$2.0m0.16%	0.16%	Unchanged
80	ORACLE CORP COM ORCL	ORCL	7,095	$2.0m0.16%	0.16%	Added +109	+109 1.6%
81	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,036	$2.0m0.15%	0.15%	Reduced -1.2k	-1,192 -16.5%
82	VISA INC COM CL A V	V	5,599	$1.9m0.15%	0.15%	Added +208	+208 3.9%
83	ISHARES TR PFD AND INCM SEC PFF	PFF	60,037	$1.9m0.15%	0.15%	Reduced -561	-561 -0.9%
84	TRACTOR SUPPLY CO COM TSCO	TSCO	33,108	$1.9m0.15%	0.15%	Added +312	+312 0.9%
85	PROCTER AND GAMBLE CO COM PG	PG	11,764	$1.8m0.14%	0.14%	Added +625	+625 5.6%
86	AIR PRODS & CHEMS INC COM APD	APD	6,521	$1.8m0.14%	0.14%	Reduced -372	-372 -5.4%
87	BANK AMERICA CORP COM BAC	BAC	34,015	$1.8m0.14%	0.14%	Added +1.8k	+1,840 5.7%
88	HOME DEPOT INC COM HD	HD	4,081	$1.7m0.13%	0.13%	Added +206	+206 5.3%
89	VALERO ENERGY CORP COM VLO	VLO	9,396	$1.6m0.12%	0.12%	Added +24	+24 0.3%
90	ISHARES TR US HOME CONS ETF ITB	ITB	14,807	$1.6m0.12%	0.12%	Reduced -1.3k	-1,305 -8.1%
91	ISHARES TR U.S. TECH ETF IYW	IYW	7,993	$1.6m0.12%	0.12%	Reduced -219	-219 -2.7%
92	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	21,617	$1.5m0.12%	0.12%	Added +1.2k	+1,238 6.1%
93	INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT RPG	RPG	30,790	$1.5m0.11%	0.11%	Reduced -80	-80 -0.3%
94	PACCAR INC COM PCAR	PCAR	14,944	$1.5m0.11%	0.11%	Added +255	+255 1.7%
95	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,194	$1.5m0.11%	0.11%	Added +464	+464 26.8%
96	THE CIGNA GROUP COM CI	CI	4,974	$1.4m0.11%	0.11%	Added +270	+270 5.7%
97	NUCOR CORP COM NUE	NUE	10,182	$1.4m0.11%	0.11%	Unchanged
98	MERCK & CO INC COM MRK	MRK	16,047	$1.3m0.11%	0.11%	Added +261	+261 1.6%
99	MCDONALDS CORP COM MCD	MCD	4,339	$1.3m0.10%	0.10%	Added +191	+191 4.6%
100	DUKE ENERGY CORP NEW COM NEW DUK	DUK	10,538	$1.3m0.10%	0.10%	Added +462	+462 4.6%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
SPDR SER TR KIE	KIE	94,658	$5.7m94.7k shares
GODADDY INC GDDY	GDDY	10,774	$1.9m10.8k shares
STEEL DYNAMICS INC STLD	STLD	11,443	$1.5m11.4k shares
UNIFIED SER TR MGMT	MGMT	27,953	$1.1m28.0k shares
INVESCO EXCHANGE TRADED FD T PUI	PUI	23,756	$993.7k23.8k shares
EXCHANGE TRADED CONCEPTS TRU ROBO	ROBO	15,274	$913.1k15.3k shares
VANGUARD STAR FDS VXUS	VXUS	5,215	$360.3k5.2k shares
FIDELITY NATL INFORMATION SV FIS	FIS	3,037	$247.2k3.0k shares
WK KELLOGG CO KLG	KLG	13,707	$218.5k13.7k shares
DOCUSIGN INC DOCU	DOCU	2,625	$204.5k2.6k shares
OLO INC OLO	OLO	13,120	$116.8k13.1k shares
VERRICA PHARMACEUTICALS INC		30,000	$15.9k30.0k shares