§ 13F · FUND PROFILE
Strategic Wealth Investment Group, LLC.
AUM · $825M (13F)Positions · 104Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | 2.26M | $64M | 7.8% | +2% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 631K | $52M | 6.3% | +32% |
| 3 | BCUS | EXCHANGE LISTED FDS TR | 1.04M | $38M | 4.7% | −8% |
| 4 | AMZN | AMAZON COM INC | 122K | $29M | 3.5% | −16% |
| 5 | AAPL | APPLE INC | 93K | $27M | 3.3% | −7% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 34K | $26M | 3.1% | −1% |
| 7 | AVGO | BROADCOM INC | 64K | $24M | 2.9% | −9% |
| 8 | SPTL | SPDR SERIES TRUST | 860K | $23M | 2.7% | −23% |
| 9 | NVDA | NVIDIA CORPORATION | 108K | $22M | 2.6% | −9% |
| 10 | JPM | JPMORGAN CHASE & CO | 64K | $21M | 2.5% | −10% |
§ 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 $825 million in assets. The fund runs a portfolio of 104 positions.
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