SPC Financial, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), SPC Financial, Inc. reported 278 stock positions worth $1.3 billion. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 7.9% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 5.4%) and Wisdomtree Intl QLTY DVD GRW (IQDG, 3.4%). Compared with Q2 2025, it opened 28 new positions, sold out of 12, added to 144 and reduced 70. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +45%) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −40%).
- Most Recent 13F
- Q3 2025
- Location
- ROCKVILLE, MD
- CIK
- 0001415201
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001415201-25-000007 ↗ filed Nov 5, 2025
Holdings Value
Holdings 278 stocks · $1.3B
| RSP Invesco S&P 500 Equal Weight | 7.86% | 530,389 | $100.6M | Add +44.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.42% | 1,622,671 | $69.4M | Add +7.4% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 3.41% | 1,095,888 | $43.7M | Add +3.9% |
| TFLO iShares Treasury Floating Ra | 3.33% | 843,550 | $42.7M | Reduce -40.0% |
| USFR Wisdomtree Floating Rate Tre | 3.08% | 784,701 | $39.4M | Reduce -17.9% |
| JMBS Janus Henderson Mortg Backed | 2.97% | 832,692 | $38.0M | Add +2.8% |
| QUAL iShares MSCI USA Quality Fac | 2.79% | 183,650 | $35.7M | Reduce -1.1% |
| ITA iShares U.S. Aerospace & Def | 2.44% | 149,415 | $31.3M | Add +17.8% |
| IAI iShares U.S. Broker-Dealers | 2.34% | 169,156 | $29.9M | Add +0.2% |
| IJT iShares S&P Small-Cap 600 GR | 2.21% | 199,500 | $28.2M | Reduce -0.6% |
| IGV iShares Expanded Tech-Softwa | 2.20% | 244,572 | $28.1M | Add +1.2% |
| JAAA Janus Henderson Aaa Clo ETF | 2.19% | 551,449 | $28.0M | Add +2.9% |
| JCPB JPMorgan Core Plus Bond ETF | 2.16% | 582,182 | $27.7M | Add +2.9% |
| IJS iShares S&P Small-Cap 600 Va | 2.14% | 248,201 | $27.4M | Reduce -0.0% |
| IVW iShares S&P 500 Growth ETF | 2.12% | 224,358 | $27.1M | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 2.11% | 410,442 | $27.1M | Add +1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.98% | 322,779 | $25.3M | Add +5.5% |
| ILCV iShares Morningstar Value Et | 1.73% | 245,889 | $22.1M | Reduce -0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.69% | 225,286 | $21.6M | Add +0.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.67% | 164,688 | $21.4M | Reduce -0.3% |
| IAK iShares U.S. Insurance ETF | 1.63% | 155,943 | $20.9M | Reduce -0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.60% | 66,485 | $20.5M | Reduce -2.0% |
| IYC iShares US Consumer Discreti | 1.51% | 184,644 | $19.4M | Add +0.2% |
| IYF iShares US Financials ETF | 1.50% | 151,691 | $19.2M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.47% | 39,158 | $18.8M | Reduce -0.3% |
| AAPL Apple Inc. | 1.42% | 71,416 | $18.2M | Add +0.6% |
| MSFT Microsoft Corp. | 1.19% | 29,301 | $15.2M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 1.17% | 22,467 | $15.0M | Add +2.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 132,142 | $11.5M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.86% | 168,905 | $11.0M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 0.86% | 34,783 | $11.0M | Reduce -0.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.83% | 185,277 | $10.6M | Add +13.6% |
| JPEF JPMorgan Equity Focus ETF | 0.82% | 142,141 | $10.5M | Add +11.4% |
| VIG Vanguard Dividend Apprec ETF | 0.77% | 45,399 | $9.8M | Add +0.0% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.69% | 183,542 | $8.9M | Add +1.9% |
| FV First Trust DW Focus 5 Fund | 0.67% | 138,427 | $8.6M | Add +3.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.66% | 20,902 | $8.4M | New |
| IJR iShares Core S&P Small-Cap E | 0.65% | 69,698 | $8.3M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 13,696 | $8.2M | Reduce -4.8% |
| PTLC Pacer Trendpilot US Large Ca | 0.63% | 147,569 | $8.1M | Add +3.4% |
| AIRR First Trust Rba American Ind | 0.59% | 77,696 | $7.5M | Add +8.5% |
| GSEW Goldman Sachs Eql WGHT Large | 0.58% | 87,693 | $7.5M | Reduce -4.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.58% | 129,416 | $7.4M | New |
| MSI Motorola Solutions Inc. | 0.57% | 16,016 | $7.3M | Add +0.4% |
| SKYY First Trust Cloud Computing | 0.54% | 51,711 | $7.0M | Add +10.7% |
| WMT Walmart Inc. | 0.49% | 60,894 | $6.3M | Add +0.1% |
| IEF iShares 7-10 Year Treasury B | 0.47% | 62,543 | $6.0M | Add +8.0% |
| TLH iShares 10-20 Year Treasury | 0.47% | 57,968 | $6.0M | Add +9.1% |
| PTIN Pacer Trendpilot Intl ETF | 0.46% | 191,725 | $5.8M | Add +4.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.46% | 196,930 | $5.8M | Add +23.8% |
| AMZN Amazon.com Inc. | 0.45% | 26,463 | $5.8M | Add +3.2% |
| RSG Republic Services Inc. | 0.44% | 24,660 | $5.7M | Add +0.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.44% | 126,837 | $5.7M | Add +53.6% |
| EHC Encompass Health Corp. | 0.44% | 44,112 | $5.6M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.43% | 29,682 | $5.5M | Reduce -0.0% |
| ITOT iShares Core S&P Total U.S. | 0.42% | 36,778 | $5.4M | Add +874.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 18,380 | $5.2M | Add +0.3% |
| MPC Marathon Petroleum Corp. | 0.40% | 26,297 | $5.1M | Reduce -1.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.36% | 18,459 | $4.6M | Add +33.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.33% | 92,280 | $4.3M | New |
| SPEM State Street SP PTF Em ETF | 0.33% | 89,336 | $4.2M | Add +6.1% |
| ETN Eaton Corp. PLC | 0.33% | 11,128 | $4.2M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 0.32% | 24,627 | $4.1M | Add +0.8% |
| TMUS T-Mobile US Inc. | 0.32% | 17,332 | $4.1M | Add +1.1% |
| DVY iShares Select Dividend ETF | 0.32% | 28,845 | $4.1M | Reduce -31.2% |
| CB Chubb Ltd. | 0.32% | 14,379 | $4.1M | Reduce -0.4% |
| MAR Marriott International Class A | 0.27% | 13,168 | $3.4M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.27% | 49,943 | $3.4M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.27% | 13,979 | $3.4M | Add +0.7% |
| AVGO Broadcom Inc. | 0.25% | 9,603 | $3.2M | Reduce -6.5% |
| T AT&T Inc. | 0.22% | 101,924 | $2.9M | Add +5.1% |
| ROP Roper Technologies Inc. | 0.21% | 5,520 | $2.8M | Add +3.7% |
| IEO iShares U.S. Oil & Gas Explo | 0.20% | 27,001 | $2.5M | Reduce -0.4% |
| XLE SS Energy Select Sector | 0.19% | 27,285 | $2.4M | Add +2.4% |
| RPV Invesco S&P 500 Pure Value E | 0.19% | 24,255 | $2.4M | Add +4.9% |
| ABT Abbott Laboratories | 0.18% | 17,680 | $2.4M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.18% | 12,182 | $2.3M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.17% | 6,489 | $2.2M | Add +4.8% |
| AUB Atlantic Union Bankshares Co. | 0.16% | 56,870 | $2.0M | No change |
| ORCL Oracle Corp. | 0.16% | 7,095 | $2.0M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 6,036 | $2.0M | Reduce -16.5% |
| V Visa Inc. Class A | 0.15% | 5,599 | $1.9M | Add +3.9% |
| PFF iShares Preferred & Income S | 0.15% | 60,037 | $1.9M | Reduce -0.9% |
| TSCO Tractor Supply Company | 0.15% | 33,108 | $1.9M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.14% | 11,764 | $1.8M | Add +5.6% |
| APD Air Products & Chemicals Inc. | 0.14% | 6,521 | $1.8M | Reduce -5.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 34,015 | $1.8M | Add +5.7% |
| HD Home Depot Inc. | 0.13% | 4,081 | $1.7M | Add +5.3% |
| VLO Valero Energy Corp. | 0.13% | 9,396 | $1.6M | Add +0.3% |
| ITB iShares U.S. Home Constructi | 0.12% | 14,807 | $1.6M | Reduce -8.1% |
| IYW iShares Ustechnology ETF | 0.12% | 7,993 | $1.6M | Reduce -2.7% |
| SIL Global X Silver Miners ETF | 0.12% | 21,617 | $1.5M | Add +6.1% |
| RPG Invesco S&P 500 Pure Growth | 0.11% | 30,790 | $1.5M | Reduce -0.3% |
| PCAR Paccar Inc. | 0.11% | 14,944 | $1.5M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 2,194 | $1.5M | Add +26.8% |
| CI The Cigna Group | 0.11% | 4,974 | $1.4M | Add +5.7% |
| NUE Nucor Corp. | 0.11% | 10,182 | $1.4M | No change |
| MRK Merck & Co. Inc. | 0.11% | 16,047 | $1.3M | Add +1.6% |
| MCD McDonald's Corp. | 0.10% | 4,339 | $1.3M | Add +4.6% |
| DUK Duke Energy Corp. | 0.10% | 10,538 | $1.3M | Add +4.6% |
Portfolio Sells Q2 2025 → Q3 2025
| TFLO iShares Treasury Floating Ra | Reduce -40.0% | 3.33% | −2.63 |
| USFR Wisdomtree Floating Rate Tre | Reduce -17.9% | 3.08% | −0.94 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -94.6% | 0.04% | −0.70 |
| KIE SS SPDR S&P Insurance ETF | Sold out | 0.00% | −0.47 |
| OKE Oneok Inc. | Reduce -70.1% | 0.06% | −0.17 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.16 |
| DVY iShares Select Dividend ETF | Reduce -31.2% | 0.32% | −0.15 |
| IAK iShares U.S. Insurance ETF | Reduce -0.9% | 1.63% | −0.14 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.12 |
| MGMT Ballast Small/Mid Cap ETF | Sold out | 0.00% | −0.09 |
| PUI Invesco Dorsey Wright Utilit | Sold out | 0.00% | −0.08 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.1% | 2.79% | −0.05 |
| IYF iShares US Financials ETF | Reduce -0.6% | 1.50% | −0.05 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -4.7% | 0.58% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.3% | 1.67% | −0.04 |
| RJF Raymond James Financial Inc. | Reduce -31.2% | 0.10% | −0.04 |
| BOTZ Global X Robotics & Artifici | Reduce -46.9% | 0.04% | −0.04 |
| MAR Marriott International Class A | Reduce -0.7% | 0.27% | −0.04 |
| CB Chubb Ltd. | Reduce -0.4% | 0.32% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.6% | 2.21% | −0.03 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -16.5% | 0.15% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -5.4% | 0.14% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.8% | 0.64% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.0% | 1.60% | −0.02 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.02 |
| EHC Encompass Health Corp. | Reduce -0.8% | 0.44% | −0.02 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.02 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.18% | −0.02 |
| CME Cme Group Inc. | Reduce -20.7% | 0.04% | −0.02 |
| UNP Union Pacific Corp. | Reduce -10.2% | 0.08% | −0.01 |
| ACNB Acnb Corp. | Reduce -25.0% | 0.03% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 0.33% | −0.01 |
| CAG Conagra Brands Inc. | Reduce -29.4% | 0.02% | −0.01 |
| OLO Olo Inc. Class A | Sold out | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.8% | 0.04% | −0.01 |
| NDAQ Nasdaq Inc. | Reduce -1.2% | 0.08% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -2.4% | 0.07% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -0.9% | 0.15% | −0.01 |
| NFLX Netflix Inc. | Reduce -2.9% | 0.03% | −0.01 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -0.4% | 0.20% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.2% | 0.07% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Reduce -19.6% | 0.02% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.6% | 0.05% | −0.00 |
| CPB The Campbell's Company | Reduce -8.8% | 0.03% | −0.00 |
| PFI Invesco Dorsey Wright Financ | Reduce -0.1% | 0.08% | −0.00 |
| RPG Invesco S&P 500 Pure Growth | Reduce -0.3% | 0.11% | −0.00 |
| TT Trane Technologies PLC | Reduce -1.2% | 0.03% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| RSP Invesco S&P 500 Equal Weight | Add +44.9% | 7.86% | +2.29 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.66% | +0.66 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.58% | +0.58 |
| ITA iShares U.S. Aerospace & Def | Add +17.8% | 2.44% | +0.44 |
| ITOT iShares Core S&P Total U.S. | Add +874.8% | 0.42% | +0.38 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.33% | +0.33 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +7.4% | 5.42% | +0.30 |
| AAPL Apple Inc. | Add +0.6% | 1.42% | +0.20 |
| DIVO Amplify CWP Enhan Divid ETF | Add +53.6% | 0.44% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.5% | 1.98% | +0.11 |
| AIRR First Trust Rba American Ind | Add +8.5% | 0.59% | +0.10 |
| CGXU Cap Group Intl Focus | Add +23.8% | 0.46% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | Add +33.3% | 0.36% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 2.11% | +0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Add +13.6% | 0.83% | +0.08 |
| PEZ Invesco Dorsey Wright Consum | New | 0.08% | +0.08 |
| JPEF JPMorgan Equity Focus ETF | Add +11.4% | 0.82% | +0.07 |
| SKYY First Trust Cloud Computing | Add +10.7% | 0.54% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.27% | +0.06 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.04% | +0.04 |
| SIL Global X Silver Miners ETF | Add +6.1% | 0.12% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 1.17% | +0.03 |
| ORCL Oracle Corp. | Add +1.6% | 0.16% | +0.03 |
| PAG Penske Automotive Group Inc. | New | 0.03% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +6.1% | 0.33% | +0.03 |
| PTLC Pacer Trendpilot US Large Ca | Add +3.4% | 0.63% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +26.8% | 0.11% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +2.4% | 0.65% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +29.9% | 0.06% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | Add +100.9% | 0.05% | +0.02 |
| JNJ Johnson & Johnson | Add +0.2% | 0.18% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| CBNA Chain Bridge Bancorp Inc. Class A | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | Add +0.3% | 0.13% | +0.02 |
| EBAY eBay Inc. | New | 0.02% | +0.02 |
| CG The Carlyle Group Inc. | New | 0.02% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | New | 0.02% | +0.02 |
| OXY Occidental Petroleum Corp. | New | 0.02% | +0.02 |
| KTOS Kratos Defense & Security | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +6.4% | 0.07% | +0.02 |
| KO The Coca-Cola Co. | Add +128.6% | 0.04% | +0.02 |
| MLM Martin Marietta Materials | New | 0.02% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| BBY Best Buy Co. Inc. | New | 0.02% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| IDVO Amplify CWP Intl Enh DVD Inc. | New | 0.02% | +0.02 |
| TECK Teck Resources Ltd.-CLS B | New | 0.02% | +0.02 |
| SJM The JM Smucker Co. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 278 | $1.3B | RSP, SPDW, IQDG, TFLO, USFR |
| Q2 2025 | 262 | $1.2B | TFLO, RSP, SPDW, USFR, IQDG |
| Q1 2025 | 261 | $1.1B | RSP, GSEW, IEFA, USFR, IQDG |
| Q4 2024 | 259 | $1.1B | TFLO, RSP, GSEW, USFR, IQDG |
| Q3 2024 | 252 | $1.1B | RSP, GSEW, IEFA, IQDG, JMBS |
| Q2 2024Amended | 243 | $1.1B | RSP, IEFA, GSEW, USFR, IQDG |
| Q1 2024 | 228 | $1.1B | RSP, IEFA, GSEW, IQDG, USFR |