§ 13F · FUND PROFILE
Strategic Wealth Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1188.1T (13F)Positions · 130Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.7T 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 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | 2.20M | $63.4T | 7.8% | −34% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 473K | $39.6T | 4.9% | −24% |
| 3 | BCUS | EXCHANGE LISTED FDS TR | 1.12M | $36.1T | 4.4% | −35% |
| 4 | AMZN | AMAZON COM INC | 142K | $32.8T | 4.0% | −29% |
| 5 | SPTL | SPDR SERIES TRUST | 1.10M | $29.2T | 3.6% | −37% |
| 6 | MSFT | MICROSOFT CORP | 58K | $28.2T | 3.5% | −32% |
| 7 | AAPL | APPLE INC | 101K | $27.5T | 3.4% | −32% |
| 8 | AVGO | BROADCOM INC | 70K | $24.4T | 3.0% | −31% |
| 9 | SPY | SPDR S&P 500 ETF TR | 35K | $24.0T | 2.9% | −50% |
| 10 | JPM | JPMORGAN CHASE & CO. | 70K | $22.6T | 2.8% | −30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Wealth Investment Group, LLC is a Other fund managing $1188136.4 trillion in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed