Q3 2026 13F · SEC CIK 1802365

Strategic Wealth Investment Group, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $806.3M
Reported positions: 100
Top holdings a year, 3 yrs: +15.4%
Assets under management: $1.4B

Strategic Wealth Investment Group, LLC is a wealth manager that reported 100 positions worth $806.3M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Spdr Series Trust (SPTI, 7.5%), Vanguard Scottsdale Fds (VCIT, 6.1%), Exchange Listed Fds Tr (BCUS, 4.3%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Strategic Wealth Investment Group, LLC holdings largest 50 of 100 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Strategic Wealth Investment Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPTISpdr Series Trust	7.5%	7.8%	2,212,701	-1.9%	$60.4M
VCITVanguard Scottsdale Fds	6.1%	6.3%	627,698	-0.5%	$49.2M
BCUSExchange Listed Fds Tr	4.3%	4.7%	1,020,918	-1.8%	$34.6M
AAPLApple Inc	3.6%	3.3%	87,331	-6.1%	$29.1M
AMZNAmazon Com Inc	3.6%	3.5%	115,448	-5.3%	$28.8M
SPYState Str Spdr S&p 500 ETF T	3.2%	3.1%	34,256	-0.1%	$26.1M
MSFTMicrosoft Corp	3.1%	2.5%	48,111	-11.3%	$24.7M
NVDANvidia Corporation	2.9%	2.6%	103,114	-4.5%	$23.5M
METAMeta Platforms Inc	2.8%	2.2%	30,947	-2.5%	$22.4M
AVGOBroadcom Inc	2.7%	2.9%	62,197	-2.9%	$21.8M
SPTLSpdr Series Trust	2.5%	2.7%	846,785	-1.6%	$20.2M
GLDSpdr Gold Tr	2.5%	2.4%	52,940	-0.6%	$20.2M
JPMJpmorgan Chase & Co	2.5%	2.5%	59,992	-6.2%	$19.8M
TMOThermo Fisher Scientific Inc	2.4%	1.9%	28,973	-9.2%	$19.6M
BCILExchange Listed Fds Tr	2.1%	2.2%	592,934	-1.9%	$17.1M
VEUVanguard Intl Equity Index F	2.0%	2.1%	199,044	-1.6%	$16.5M
GOOGLAlphabet Inc	1.9%	2.0%	45,380	-3.1%	$15.6M
CRMSalesforce Inc	1.6%	1.2%	57,593	-6.2%	$13.2M
GSGoldman Sachs Group Inc	1.6%	1.8%	14,366	-2.9%	$12.9M
ROPEEa Series Trust	1.6%	—	444,904	—	$12.9M
VVisa Inc	1.5%	1.5%	33,883	-6.9%	$12.2M
JNJJohnson & Johnson	1.5%	1.5%	45,609	-5.0%	$12.1M
VYMIVanguard Whitehall Fds	1.5%	1.5%	118,365	-4.3%	$12.0M
LLYEli Lilly & Co	1.4%	1.5%	10,016	-5.2%	$11.6M
COSTCostco Wholesale Corporation	1.4%	1.4%	12,589	+0.8%	$11.5M
NEENextera Energy Inc	1.3%	1.5%	143,086	+0.5%	$10.8M
EMREmerson Elec Co	1.3%	1.2%	67,272	-3.6%	$10.4M
XLUSelect Sector Spdr Tr	1.3%	1.4%	257,382	+0.2%	$10.2M
PGProcter & Gamble Co	1.3%	1.3%	69,453	-2.3%	$10.1M
LINLinde PLC	1.2%	1.3%	20,829	-2.8%	$9.9M
CRWDCrowdstrike Hldgs Inc	1.2%	0.9%	37,214	+280.1%	$9.9M
BXBlackstone Inc	1.2%	1.3%	84,830	-5.1%	$9.5M
VNQVanguard Index Fds	1.2%	1.3%	106,007	-7.8%	$9.5M
ORLYOreilly Automotive Inc	1.2%	1.2%	108,974	+0.7%	$9.3M
BILSpdr Series Trust	1.1%	1.5%	101,030	-23.0%	$9.3M
BSXBoston Scientific Corp	1.1%	1.1%	207,211	-1.1%	$9.0M
NFLXNetflix Inc.	1.1%	1.1%	128,068	+0.3%	$8.9M
PEPPepsico Inc	1.1%	1.1%	68,333	+0.4%	$8.7M
IXCIshares Tr	1.1%	0.9%	151,075	-4.2%	$8.6M
BABoeing Co	1.1%	1.2%	45,667	-1.1%	$8.5M
DHRDanaher Corp Del	1.0%	0.9%	38,058	-4.9%	$8.4M
ABBVAbbvie Inc	1.0%	1.1%	31,865	-13.9%	$8.3M
IBMInternational Business Machs	1.0%	1.2%	37,630	+6.9%	$8.3M
UBERUber Technologies Inc	1.0%	1.1%	116,796	-4.1%	$8.0M
HUBBHubbell Inc	0.9%	1.7%	16,264	-37.8%	$7.4M
AXPAmerican Express Co	0.9%	1.0%	23,206	-4.1%	$7.1M
QQQInvesco Qqq Tr	0.8%	0.8%	9,098	+1.6%	$6.7M
SCHDSchwab Strategic Tr	0.8%	0.8%	204,983	-3.2%	$6.7M
XOMExxonmobil Holdings Corp	0.6%	—	31,930	—	$5.2M
DUKDuke Energy Corp New	0.6%	0.7%	43,727	-9.5%	$5.0M

What Strategic Wealth Investment Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.3% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +6.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$806.3M	100
Q2 2026	$824.7M	104
Q1 2026	$788.1M	94
Q4 2025	$813.6M	93
Q3 2025	$1.2B	130
Q2 2025	$69.1M	151
Q1 2025	$57.5M	47
Q4 2024	$905.1M	131
Q3 2024	$933.3M	129
Q2 2024	$791.2M	135
Q4 2023	$665.3M	130
Q3 2023	$551.7M	102

Questions about Strategic Wealth Investment Group, LLC's portfolio

What stocks does Strategic Wealth Investment Group, LLC own?

Strategic Wealth Investment Group, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 100 positions worth $806.3M. The largest are Spdr Series Trust (SPTI) at 7.5%, Vanguard Scottsdale Fds (VCIT) at 6.1%, Exchange Listed Fds Tr (BCUS) at 4.3%, Apple Inc (AAPL) at 3.6% and Amazon Com Inc (AMZN) at 3.6%.

What did Strategic Wealth Investment Group, LLC buy last quarter?

In Q3 2026, Strategic Wealth Investment Group, LLC added Crowdstrike Hldgs Inc (CRWD) (+280.1% shares) and International Business Machs (IBM) (+6.9% shares), compared with its Q2 2026 filing.

What did Strategic Wealth Investment Group, LLC sell last quarter?

In Q3 2026, Strategic Wealth Investment Group, LLC cut from its top 50 Waste Mgmt Inc Del (WM), cut from its top 50 Exxon Mobil Corp (XOM), Hubbell Inc (HUBB) (-37.8% shares), Spdr Series Trust (BIL) (-23.0% shares) and Abbvie Inc (ABBV) (-13.9% shares), compared with its Q2 2026 filing.

How has Strategic Wealth Investment Group, LLC's portfolio performed?

A portfolio copying Strategic Wealth Investment Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.3% against +20.1%. Over 5 years: +6.4% a year against +11.6%.

When is Strategic Wealth Investment Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Strategic Wealth Investment Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Strategic Wealth Investment Group, LLC manage?

Strategic Wealth Investment Group, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $806.3M.