§ 13F · FUND PROFILE
Strategic Wealth Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 130Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | 2.21M | $63M | 8.1% | +1% |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 479K | $40M | 5.0% | +1% |
| 3 | BCUS | EXCHANGE LISTED FDS TR | 1.13M | $36M | 4.6% | +1% |
| 4 | AMZN | AMAZON COM INC | 146K | $30M | 3.9% | +3% |
| 5 | SPTL | SPDR SERIES TRUST | 1.11M | $29M | 3.7% | +1% |
| 6 | AAPL | APPLE INC | 100K | $25M | 3.2% | −1% |
| 7 | MSFT | MICROSOFT CORP | 64K | $24M | 3.0% | +11% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 35K | $23M | 2.9% | −1% |
| 9 | AVGO | BROADCOM INC | 70K | $22M | 2.8% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO | 71K | $21M | 2.6% | +1% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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