§ 13F · FUND PROFILE
Strategic Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 260Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$116.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 17K | $11.5B | 9.8% | NEW |
| 2 | IVV | ISHARES TR | 13K | $9.0B | 7.7% | NEW |
| 3 | VBK | VANGUARD INDEX FDS | 24K | $7.2B | 6.2% | NEW |
| 4 | VBR | VANGUARD INDEX FDS | 31K | $6.5B | 5.5% | NEW |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 166K | $6.3B | 5.4% | NEW |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 74K | $5.9B | 5.0% | NEW |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 152K | $4.9B | 4.2% | NEW |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 90K | $4.5B | 3.9% | NEW |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 82K | $3.9B | 3.3% | NEW |
| 10 | DFAR | DIMENSIONAL ETF TRUST | 166K | $3.8B | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed