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Strategic Wealth Advisors

Latest statistics and disclosures from Strategic Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107449

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Positions held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Strategic Wealth Advisors

Strategic Wealth Advisors holds 267 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.7	$11M	17k	650.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.3	$9.1M	14k	653.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.7	$7.2M	24k	302.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.3	$6.6M	31k	217.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.2	$6.5M	167k	38.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.1	$6.4M	81k	79.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.7	$5.9M	174k	33.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.5	$5.6M	111k	50.60	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.4	$4.3M	181k	23.65	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	3.4	$4.3M	86k	49.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.1	$3.9M	85k	45.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.6	$3.3M	18k	184.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.5	$3.2M	15k	213.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.5	$3.1M	40k	78.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.5	$3.1M	31k	100.54	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	2.4	$3.0M	67k	44.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.3	$2.9M	11k	257.35	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.3	$2.8M	84k	33.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$2.6M	4.3k	597.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$2.1M	4.8k	426.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$1.9M	22k	88.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.6M	6.1k	261.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$1.5M	27k	56.66	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$1.5M	29k	50.98	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.3M	18k	69.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.1M	13k	90.52	View chart
Apple (AAPL)	0.9	$1.1M	4.4k	253.79	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.8	$940k	15k	63.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$808k	11k	73.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$674k	9.2k	73.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$672k	2.3k	287.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$663k	7.5k	88.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$654k	1.8k	356.40	View chart
Allstate Corporation (ALL)	0.5	$623k	3.0k	207.11	View chart
Merck & Co (MRK)	0.5	$618k	5.1k	120.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$569k	11k	49.88	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.4	$555k	11k	50.81	View chart
Microsoft Corporation (MSFT)	0.4	$536k	1.4k	369.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$505k	2.7k	189.49	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$400k	4.4k	91.37	View chart
Amgen (AMGN)	0.3	$385k	1.1k	351.60	View chart
McDonald's Corporation (MCD)	0.3	$356k	1.1k	310.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$272k	1.1k	247.72	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.2	$265k	5.1k	52.45	View chart
Costco Wholesale Corporation (COST)	0.2	$225k	226.00	995.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$211k	659.00	320.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$202k	2.6k	78.32	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$197k	2.0k	98.50	View chart
Vanguard World Health Car Etf (VHT)	0.2	$193k	710.00	271.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$187k	652.00	286.81	View chart
Microchip Technology (MCHP)	0.1	$187k	2.9k	64.44	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$185k	4.4k	42.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$167k	562.00	297.15	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$165k	3.1k	52.72	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$164k	4.1k	40.05	View chart
Morgan Stanley Com New (MS)	0.1	$159k	970.00	163.92	View chart
Wal-Mart Stores (WMT)	0.1	$154k	1.2k	123.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$151k	2.1k	70.53	View chart
W.W. Grainger (GWW)	0.1	$151k	139.00	1086.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$137k	477.00	287.21	View chart
Johnson & Johnson (JNJ)	0.1	$126k	517.00	243.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$125k	979.00	127.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$123k	2.3k	53.83	View chart
Realty Income (O)	0.1	$123k	2.0k	60.74	View chart
JPMorgan Chase & Co. (JPM)	0.1	$114k	389.00	293.06	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$113k	1.8k	61.88	View chart
International Business Machines (IBM)	0.1	$108k	449.00	240.53	View chart
NVIDIA Corporation (NVDA)	0.1	$107k	617.00	173.42	View chart
Ge Aerospace Com New (GE)	0.1	$104k	370.00	281.08	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$103k	712.00	144.66	View chart
Procter & Gamble Company (PG)	0.1	$102k	708.00	144.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$98k	171.00	573.10	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$95k	260.00	365.38	View chart
CSX Corporation (CSX)	0.1	$89k	2.2k	40.64	View chart
Spdr Index Shs Fds State Street Spd (RWX)	0.1	$88k	3.3k	26.47	View chart
Trane Technologies SHS (TT)	0.1	$82k	198.00	414.14	View chart
Northrop Grumman Corporation (NOC)	0.1	$79k	116.00	681.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$78k	409.00	190.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$76k	771.00	98.57	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$76k	1.1k	71.70	View chart
Pepsi (PEP)	0.1	$75k	485.00	154.64	View chart
Union Pacific Corporation (UNP)	0.1	$75k	313.00	239.62	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$75k	1.5k	49.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$72k	500.00	144.00	View chart
Abbvie (ABBV)	0.1	$71k	330.00	215.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$68k	610.00	111.48	View chart
Charles Schwab Corporation (SCHW)	0.1	$67k	720.00	93.06	View chart
Vanguard World Materials Etf (VAW)	0.1	$67k	300.00	223.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$66k	687.00	96.07	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$64k	175.00	365.71	View chart
Automatic Data Processing (ADP)	0.1	$64k	317.00	201.89	View chart
Exxon Mobil Corporation (XOM)	0.0	$60k	357.00	168.07	View chart
Pfizer (PFE)	0.0	$58k	2.1k	27.65	View chart
Novartis Sponsored Adr (NVS)	0.0	$58k	382.00	151.83	View chart
Spdr Series Trust State Street Spd (XHS)	0.0	$56k	560.00	100.00	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$55k	374.00	147.06	View chart
Kinder Morgan (KMI)	0.0	$55k	1.7k	33.23	View chart
Marathon Petroleum Corp (MPC)	0.0	$54k	223.00	242.15	View chart
General Dynamics Corporation (GD)	0.0	$54k	160.00	337.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$53k	575.00	92.17	View chart
Colgate-Palmolive Company (CL)	0.0	$51k	604.00	84.44	View chart
Amphenol Corp Cl A (APH)	0.0	$51k	407.00	125.31	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$51k	2.2k	23.64	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$48k	872.00	55.05	View chart
AFLAC Incorporated (AFL)	0.0	$47k	436.00	107.80	View chart
Wec Energy Group (WEC)	0.0	$47k	414.00	113.53	View chart
Capital One Financial (COF)	0.0	$47k	263.00	178.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$46k	1.5k	30.14	View chart
Prologis (PLD)	0.0	$46k	355.00	129.58	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$46k	679.00	67.75	View chart
Xcel Energy (XEL)	0.0	$46k	590.00	77.97	View chart
Ge Vernova (GEV)	0.0	$45k	52.00	865.38	View chart
Amazon (AMZN)	0.0	$44k	215.00	204.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$44k	455.00	96.70	View chart
Stryker Corporation (SYK)	0.0	$43k	131.00	328.24	View chart
Medtronic SHS (MDT)	0.0	$41k	474.00	86.50	View chart
Norfolk Southern (NSC)	0.0	$41k	146.00	280.82	View chart
Emerson Electric (EMR)	0.0	$41k	315.00	130.16	View chart
Coca-Cola Company (KO)	0.0	$40k	533.00	75.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$38k	347.00	109.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$36k	567.00	63.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$36k	416.00	86.54	View chart
Hilltop Holdings (HTH)	0.0	$35k	1.0k	35.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$35k	208.00	168.27	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$34k	1.0k	32.88	View chart
Edwards Lifesciences (EW)	0.0	$33k	415.00	79.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$31k	600.00	51.67	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$31k	418.00	74.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$31k	72.00	430.56	View chart
Boeing Company (BA)	0.0	$31k	156.00	198.72	View chart
Chevron Corporation (CVX)	0.0	$30k	145.00	206.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$30k	50.00	600.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$30k	400.00	75.00	View chart
Honeywell International (HON)	0.0	$26k	116.00	224.14	View chart
At&t (T)	0.0	$26k	925.00	28.11	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$25k	430.00	58.14	View chart
EQT Corporation (EQT)	0.0	$24k	378.00	63.49	View chart
Meta Platforms Cl A (META)	0.0	$24k	42.00	571.43	View chart
Intel Corporation (INTC)	0.0	$23k	533.00	43.15	View chart
Corteva (CTVA)	0.0	$22k	266.00	82.71	View chart
Cisco Systems (CSCO)	0.0	$22k	285.00	77.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$21k	466.00	45.06	View chart
Bank of America Corporation (BAC)	0.0	$21k	449.00	46.77	View chart
TJX Companies (TJX)	0.0	$21k	133.00	157.89	View chart
Home Depot (HD)	0.0	$20k	61.00	327.87	View chart
SLB Com Stk (SLB)	0.0	$20k	401.00	49.88	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$20k	133.00	150.38	View chart
Kimberly-Clark Corporation (KMB)	0.0	$19k	199.00	95.48	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$18k	252.00	71.43	View chart
Broadcom (AVGO)	0.0	$18k	61.00	295.08	View chart
Tesla Motors (TSLA)	0.0	$18k	49.00	367.35	View chart
Abbott Laboratories (ABT)	0.0	$18k	176.00	102.27	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$17k	298.00	57.05	View chart
Rocket Lab Corp (RKLB)	0.0	$17k	280.00	60.71	View chart
Regions Financial Corporation (RF)	0.0	$17k	668.00	25.45	View chart
Eli Lilly & Co. (LLY)	0.0	$16k	18.00	888.89	View chart
Northwest Natural Holdin (NWN)	0.0	$16k	313.00	51.12	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$15k	655.00	22.90	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$15k	105.00	142.86	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.0	$14k	368.00	38.04	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$14k	32.00	437.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$14k	47.00	297.87	View chart
Southwest Airlines (LUV)	0.0	$14k	375.00	37.33	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$13k	145.00	89.66	View chart
Ishares Tr Future Exponenti (XT)	0.0	$13k	194.00	67.01	View chart
Shell Spon Ads (SHEL)	0.0	$12k	133.00	90.23	View chart
Mastercard Incorporated Cl A (MA)	0.0	$12k	26.00	461.54	View chart
Gra (GGG)	0.0	$12k	150.00	80.00	View chart
Fifth Third Ban (FITB)	0.0	$11k	257.00	42.80	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$11k	402.00	27.36	View chart
Dow (DOW)	0.0	$11k	266.00	41.35	View chart
Ishares Msci Cda Etf (EWC)	0.0	$11k	215.00	51.16	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$11k	123.00	89.43	View chart
Phathom Pharmaceuticals (PHAT)	0.0	$11k	1.0k	11.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$11k	138.00	79.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$10k	28.00	357.14	View chart
Micron Technology (MU)	0.0	$10k	30.00	333.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$10k	187.00	53.48	View chart
Nucor Corporation (NUE)	0.0	$9.0k	55.00	163.64	View chart
Visa Com Cl A (V)	0.0	$9.0k	33.00	272.73	View chart
Target Corporation (TGT)	0.0	$9.0k	80.00	112.50	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$9.0k	128.00	70.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$9.0k	43.00	209.30	View chart
Targa Res Corp (TRGP)	0.0	$9.0k	39.00	230.77	View chart
Ishares Msci Aust Etf (EWA)	0.0	$8.0k	310.00	25.81	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$8.0k	175.00	45.71	View chart
Prudential Financial (PRU)	0.0	$8.0k	88.00	90.91	View chart
Advanced Micro Devices (AMD)	0.0	$8.0k	40.00	200.00	View chart
Kla Corp Com New (KLAC)	0.0	$8.0k	6.00	1333.33	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$8.0k	92.00	86.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$8.0k	61.00	131.15	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$8.0k	85.00	94.12	View chart
Ford Motor Company (F)	0.0	$7.0k	678.00	10.32	View chart
Palantir Technologies Cl A (PLTR)	0.0	$7.0k	52.00	134.62	View chart
Marvell Technology (MRVL)	0.0	$7.0k	77.00	90.91	View chart
Qnity Electronics Common Stock (Q)	0.0	$7.0k	66.00	106.06	View chart
Old Dominion Freight Line (ODFL)	0.0	$7.0k	36.00	194.44	View chart
Harley-Davidson (HOG)	0.0	$6.0k	334.00	17.96	View chart
Bristol Myers Squibb (BMY)	0.0	$6.0k	111.00	54.05	View chart
Dupont De Nemours (DD)	0.0	$6.0k	133.00	45.11	View chart
Applied Materials (AMAT)	0.0	$6.0k	19.00	315.79	View chart
Rockwell Automation (ROK)	0.0	$6.0k	17.00	352.94	View chart
GSK Sponsored Adr (GSK)	0.0	$6.0k	120.00	50.00	View chart
Intuitive Surgical Com New (ISRG)	0.0	$6.0k	14.00	428.57	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$6.0k	102.00	58.82	View chart
Baxter International (BAX)	0.0	$5.0k	300.00	16.67	View chart
Olin Corp Com Par $1 (OLN)	0.0	$5.0k	180.00	27.78	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$5.0k	75.00	66.67	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$5.0k	18.00	277.78	View chart
Spotify Technology S A SHS (SPOT)	0.0	$5.0k	12.00	416.67	View chart
Texas Instruments Incorporated (TXN)	0.0	$5.0k	26.00	192.31	View chart
Applovin Corp Com Cl A (APP)	0.0	$5.0k	13.00	384.62	View chart
Eaton Corp SHS (ETN)	0.0	$5.0k	16.00	312.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$5.0k	38.00	131.58	View chart
Occidental Petroleum Corporation (OXY)	0.0	$5.0k	85.00	58.82	View chart
Hewlett Packard Enterprise (HPE)	0.0	$5.0k	240.00	20.83	View chart
Hp (HPQ)	0.0	$4.0k	240.00	16.67	View chart
Dutch Bros Cl A (BROS)	0.0	$4.0k	93.00	43.01	View chart
Martin Marietta Materials (MLM)	0.0	$4.0k	7.00	571.43	View chart
United Rentals (URI)	0.0	$4.0k	6.00	666.67	View chart
Clorox Company (CLX)	0.0	$4.0k	40.00	100.00	View chart
Nuvation Bio Com Cl A (NUVB)	0.0	$4.0k	1.0k	4.00	View chart
Coherent Corp (COHR)	0.0	$4.0k	20.00	200.00	View chart
Sherwin-Williams Company (SHW)	0.0	$4.0k	13.00	307.69	View chart
Insmed Com Par $.01 (INSM)	0.0	$4.0k	29.00	137.93	View chart
Doordash Cl A (DASH)	0.0	$4.0k	30.00	133.33	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$4.0k	86.00	46.51	View chart
On Hldg Namen Akt A (ONON)	0.0	$3.0k	93.00	32.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$3.0k	49.00	61.22	View chart
Ross Stores (ROST)	0.0	$3.0k	17.00	176.47	View chart
Motorola Solutions Com New (MSI)	0.0	$3.0k	8.00	375.00	View chart
Guardant Health (GH)	0.0	$3.0k	40.00	75.00	View chart
Cloudflare Cl A Com (NET)	0.0	$3.0k	16.00	187.50	View chart
Intuit (INTU)	0.0	$3.0k	7.00	428.57	View chart
Organon & Co Common Stock (OGN)	0.0	$3.0k	590.00	5.08	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$2.0k	120.00	16.67	View chart
Boston Scientific Corporation (BSX)	0.0	$2.0k	39.00	51.28	View chart
Alcon Ord Shs (ALC)	0.0	$2.0k	30.00	66.67	View chart
Snowflake Com Shs (SNOW)	0.0	$2.0k	19.00	105.26	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$2.0k	28.00	71.43	View chart
Walt Disney Company (DIS)	0.0	$2.0k	26.00	76.92	View chart
Waste Connections (WCN)	0.0	$2.0k	13.00	153.85	View chart
Tko Group Holdings Cl A (TKO)	0.0	$2.0k	13.00	153.85	View chart
Carnival Corp Common Stock (CCL)	0.0	$2.0k	100.00	20.00	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$2.0k	4.00	500.00	View chart
Verra Mobility Corp Cl A Com Stk (VRRM)	0.0	$2.0k	200.00	10.00	View chart
Datadog Cl A Com (DDOG)	0.0	$2.0k	25.00	80.00	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$2.0k	24.00	83.33	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$2.0k	44.00	45.45	View chart
Samsara Com Cl A (IOT)	0.0	$2.0k	82.00	24.39	View chart
Opendoor Technologies (OPEN)	0.0	$2.0k	635.00	3.15	View chart
ConAgra Foods (CAG)	0.0	$2.0k	167.00	11.98	View chart
Haleon Spon Ads (HLN)	0.0	$1.0k	150.00	6.67	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$1.0k	89.00	11.24	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$1.0k	60.00	16.67	View chart
Chemours (CC)	0.0	$1.0k	83.00	12.05	View chart
United Parcel Svcs CL B (UPS)	0.0	$1.0k	15.00	66.67	View chart
Zscaler Incorporated (ZS)	0.0	$1.0k	11.00	90.91	View chart
D.R. Horton (DHI)	0.0	$1.0k	10.00	100.00	View chart
Cigna Corp (CI)	0.0	$999.999700	7.00	142.86	View chart
Devon Energy Corporation (DVN)	0.0	$0	10.00	0.00	View chart
Verizon Communications (VZ)	0.0	$0	10.00	0.00	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$0	50.00	0.00	View chart
Proshares Tr Ultra Xrp Etf (UXRP)	0.0	$0	115.00	0.00	View chart
Opendoor Technologies *w Exp 11/20/202 (OPENW)	0.0	$0	21.00	0.00	View chart
Opendoor Technologies *w Exp 11/20/202 (OPENL)	0.0	$0	21.00	0.00	View chart
Opendoor Technologies *w Exp 11/20/202 (OPENZ)	0.0	$0	21.00	0.00	View chart

Past Filings by Strategic Wealth Advisors

SEC 13F filings are viewable for Strategic Wealth Advisors going back to 2026

Strategic Wealth Advisors 2026 Q1 filed May 1, 2026

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