§ 13F · FUND PROFILE
Strategic Wealth Advisors LLC.
AUM · $117K (13F)Positions · 260Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 17K | $12K | — | — |
| 2 | IVV | ISHARES TR | 13K | $9K | — | — |
| 3 | VBK | VANGUARD INDEX FDS | 24K | $7K | — | — |
| 4 | VBR | VANGUARD INDEX FDS | 31K | $6K | — | — |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 166K | $6K | — | — |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 74K | $6K | — | — |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 152K | $5K | — | — |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 90K | $5K | — | — |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 82K | $4K | — | — |
| 10 | DFAR | DIMENSIONAL ETF TRUST | 166K | $4K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Wealth Advisors LLC is a Other fund managing $117 thousand in assets. The fund runs a broad portfolio of 260 positions.
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