Strategic Wealth Designers
Latest statistics and disclosures from Strategic Wealth Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTI, BCUS, VCIT, SPTL, SPY, and represent 25.20% of Strategic Wealth Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SPTI (+$94M), BCUS (+$55M), VCIT (+$51M), SPTL (+$45M), SPY (+$45M), AMZN (+$42M), MSFT (+$42M), AAPL (+$35M), AVGO (+$31M), NVDA (+$30M).
- Started 52 new stock positions in RTX, BAC, BRK.B, IVV, ABT, SPLV, VXUS, KEYS, DFCF, VCSH.
- Reduced shares in these 10 stocks: ARTY, ITOT, ARKG, CBZ, CRSP, , AVTR, CDNS, LRCX, FSLR.
- Sold out of its positions in ARKG, ADBE, ALB, MO, AMGN, AVTR, BIDU, CBZ, CSX, CVS.
- Strategic Wealth Investment Group was a net buyer of stock by $1.1B.
- Strategic Wealth Investment Group has $1.2B in assets under management (AUM), dropping by 1620.19%.
- Central Index Key (CIK): 0001802365
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Portfolio Holdings for Strategic Wealth Investment Group
Strategic Wealth Investment Group holds 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 8.1 | $96M | +4104% | 3.3M | 28.90 |
|
| Exchange Listed Fds Tr Bancreek Us Larg (BCUS) | 4.8 | $57M | +2712% | 1.7M | 32.80 |
|
| Vanguard Scottsdale Fds Intterm Corp (VCIT) | 4.4 | $52M | +3236% | 622k | 84.11 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 4.0 | $47M | +1792% | 1.8M | 26.95 |
|
| Spdr Sp 500 Etf Tr Tr Unit (SPY) | 3.9 | $47M | +2126% | 70k | 666.18 |
|
| Microsoft Corporation (MSFT) | 3.7 | $44M | +1486% | 85k | 517.95 |
|
| Amazon (AMZN) | 3.7 | $44M | +1613% | 201k | 219.57 |
|
| Apple (AAPL) | 3.2 | $38M | +1242% | 148k | 254.63 |
|
| Broadcom (AVGO) | 2.8 | $34M | +1269% | 102k | 329.91 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $33M | +1112% | 174k | 186.58 |
|
| Meta Platforms Cl A (META) | 2.7 | $32M | +1304% | 44k | 734.38 |
|
| JPMorgan Chase & Co. (JPM) | 2.7 | $32M | +1471% | 101k | 315.43 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $31M | +2742% | 86k | 355.47 |
|
| Spdr Series Trust Bloomberg 13 Mo (BIL) | 2.5 | $30M | +149% | 328k | 91.75 |
|
| Thermo Fisher Scientific (TMO) | 2.0 | $24M | +1421% | 50k | 485.02 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.8 | $21M | +2864% | 230k | 91.42 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.7 | $20M | +3726% | 680k | 29.73 |
|
| Goldman Sachs (GS) | 1.7 | $20M | +1507% | 25k | 796.36 |
|
| Hubbell (HUBB) | 1.6 | $19M | +1756% | 45k | 430.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $19M | +904% | 79k | 243.10 |
|
| Visa Com Cl A (V) | 1.6 | $19M | +1397% | 56k | 341.38 |
|
| salesforce (CRM) | 1.6 | $19M | +2272% | 80k | 237.00 |
|
| Uber Technologies (UBER) | 1.5 | $18M | +992% | 182k | 97.97 |
|
| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 1.4 | $16M | +5143% | 568k | 28.94 |
|
| Procter & Gamble Company (PG) | 1.4 | $16M | +1071% | 107k | 153.65 |
|
| Johnson & Johnson (JNJ) | 1.4 | $16M | +1386% | 88k | 185.42 |
|
| American Express Company (AXP) | 1.3 | $16M | +1304% | 47k | 332.16 |
|
| O'reilly Automotive (ORLY) | 1.3 | $16M | +1414% | 143k | 107.81 |
|
| Linde SHS (LIN) | 1.3 | $15M | +1080% | 32k | 474.99 |
|
| Marsh & McLennan Companies (MMC) | 1.3 | $15M | +1251% | 76k | 201.53 |
|
| Danaher Corporation (DHR) | 1.3 | $15M | +1141% | 77k | 198.26 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.2 | $15M | +2570% | 174k | 84.68 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $14M | +2653% | 18k | 763.01 |
|
| Boeing Company (BA) | 1.2 | $14M | +1108% | 64k | 215.83 |
|
| Abbvie (ABBV) | 1.1 | $14M | +2262% | 59k | 231.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $14M | +664433% | 80k | 170.85 |
|
| Pepsi (PEP) | 1.1 | $14M | +1283% | 96k | 140.44 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $13M | +1454% | 15k | 925.63 |
|
| Boston Scientific Corporation (BSX) | 1.1 | $13M | NEW | 133k | 97.63 |
|
| International Business Machines (IBM) | 1.0 | $12M | +2789% | 44k | 282.16 |
|
| Duke Energy Corp Com New (DUK) | 1.0 | $12M | +2580% | 98k | 123.75 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.9 | $11M | +2134% | 270k | 41.75 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $10M | +1264% | 17k | 600.37 |
|
| Select Sector Spdr Tr Sbi Intutils (XLU) | 0.9 | $10M | +1984% | 117k | 87.21 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $9.1M | +1693% | 289k | 31.62 |
|
| Netflix (NFLX) | 0.7 | $8.7M | +7942% | 7.2k | 1198.92 |
|
| Waste Management (WM) | 0.7 | $8.3M | +2793% | 38k | 220.83 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $5.7M | NEW | 79k | 71.37 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.3M | NEW | 38k | 112.75 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $4.0M | +1744% | 24k | 165.45 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.3 | $3.1M | NEW | 28k | 111.56 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $3.1M | +1236% | 35k | 86.30 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.3 | $3.0M | +1387% | 44k | 67.04 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $2.9M | +1389% | 46k | 62.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.9M | +8038% | 8.8k | 328.19 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.2 | $2.6M | +2899% | 35k | 73.45 |
|
| Vanguard World Materials Etf (VAW) | 0.2 | $2.6M | +2869% | 13k | 204.86 |
|
| Ishares Tr Future Exponenti (XT) | 0.2 | $2.3M | +1465% | 32k | 71.94 |
|
| Tesla Motors (TSLA) | 0.2 | $2.0M | +533% | 4.6k | 444.72 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.0M | +1225% | 4.2k | 479.58 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.7M | +936% | 38k | 44.20 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | +2293% | 12k | 123.75 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $1.4M | +3122% | 7.0k | 205.32 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | NEW | 5.1k | 246.60 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.2M | NEW | 11k | 108.70 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | +199% | 5.6k | 215.81 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $1.1M | NEW | 12k | 86.80 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.0M | NEW | 3.6k | 279.29 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $957k | +804% | 13k | 74.90 |
|
| Capital One Financial (COF) | 0.1 | $786k | NEW | 3.7k | 212.58 |
|
| Wal-Mart Stores (WMT) | 0.1 | $739k | NEW | 7.2k | 103.06 |
|
| Ishares Tr Core Sp500 Etf (IVV) | 0.1 | $705k | NEW | 1.1k | 669.14 |
|
| Coca-Cola Company (KO) | 0.1 | $681k | +220% | 10k | 66.32 |
|
| Proshares Tr Sp 500 Dv Arist (NOBL) | 0.1 | $680k | +23467% | 6.6k | 103.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $632k | NEW | 3.5k | 182.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $631k | NEW | 1.3k | 502.74 |
|
| McDonald's Corporation (MCD) | 0.1 | $628k | NEW | 2.1k | 303.89 |
|
| Hp (HPQ) | 0.0 | $594k | NEW | 22k | 27.23 |
|
| Ball Corporation (BALL) | 0.0 | $577k | NEW | 12k | 50.42 |
|
| Vanguard Index Fds Sp 500 Etf Shs (VOO) | 0.0 | $564k | +3442% | 921.00 | 612.38 |
|
| Steris Shs Usd (STE) | 0.0 | $562k | +5881% | 2.3k | 247.44 |
|
| Walt Disney Company (DIS) | 0.0 | $561k | +22150% | 4.9k | 114.51 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $541k | NEW | 724.00 | 746.63 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $514k | NEW | 1.8k | 293.74 |
|
| Home Depot (HD) | 0.0 | $491k | NEW | 1.2k | 405.27 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $464k | +468% | 1.6k | 293.87 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $464k | +1403% | 6.8k | 68.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $409k | NEW | 2.2k | 186.49 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $401k | NEW | 11k | 35.43 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $398k | NEW | 6.8k | 58.85 |
|
| Global X Fds Gbl X Blockchain (BKCH) | 0.0 | $379k | NEW | 4.4k | 86.28 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $373k | +2467% | 2.6k | 140.95 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $371k | 1.8k | 209.34 |
|
|
| Novonordisk A S Adr (NVO) | 0.0 | $365k | 6.6k | 55.49 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $361k | NEW | 8.4k | 42.76 |
|
| Ishares Tr Core Sp Scp Etf (IJR) | 0.0 | $339k | 2.9k | 118.82 |
|
|
| United Bankshares (UBSI) | 0.0 | $336k | NEW | 9.0k | 37.21 |
|
| Abbott Laboratories (ABT) | 0.0 | $335k | NEW | 2.5k | 133.95 |
|
| Keysight Technologies (KEYS) | 0.0 | $321k | NEW | 1.8k | 174.92 |
|
| Ishares Tr SP SML 600 GWT (IJT) | 0.0 | $320k | +396% | 2.3k | 141.52 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $318k | NEW | 4.3k | 74.37 |
|
| Wells Fargo & Company (WFC) | 0.0 | $317k | NEW | 3.8k | 83.82 |
|
| Simon Property (SPG) | 0.0 | $314k | NEW | 1.7k | 187.67 |
|
| Vivos Therapeutics Com New (VVOS) | 0.0 | $310k | NEW | 100k | 3.10 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $298k | NEW | 13k | 23.28 |
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $294k | NEW | 5.2k | 56.80 |
|
| First Tr Exchangetraded Dj Internt Idx (FDN) | 0.0 | $285k | +1043% | 1.0k | 279.84 |
|
| McKesson Corporation (MCK) | 0.0 | $281k | NEW | 364.00 | 772.54 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $279k | NEW | 6.1k | 45.72 |
|
| Chevron Corporation (CVX) | 0.0 | $269k | NEW | 1.7k | 155.29 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $251k | NEW | 1.0k | 247.12 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $251k | NEW | 5.4k | 46.12 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $250k | NEW | 3.4k | 73.46 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.0 | $244k | NEW | 9.4k | 25.85 |
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $242k | NEW | 6.5k | 37.27 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $240k | +1904% | 481.00 | 498.79 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $238k | NEW | 1.4k | 167.36 |
|
| Invesco Exchange Traded Fd T Sp500 Quality (SPHQ) | 0.0 | $238k | NEW | 3.3k | 73.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $237k | NEW | 974.00 | 243.62 |
|
| Bank of America Corporation (BAC) | 0.0 | $237k | NEW | 4.6k | 51.59 |
|
| At&t (T) | 0.0 | $231k | +27180% | 8.2k | 28.24 |
|
| Ishares Tr 05 Yr Tips Etf (STIP) | 0.0 | $229k | NEW | 2.2k | 103.37 |
|
| Verizon Communications (VZ) | 0.0 | $221k | +2518% | 5.0k | 43.95 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $218k | NEW | 1.5k | 145.71 |
|
| Ishares Tr Core Sp Mcp Etf (IJH) | 0.0 | $216k | NEW | 3.3k | 65.26 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $214k | NEW | 2.0k | 104.91 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $206k | NEW | 1.0k | 203.67 |
|
| Advanced Micro Devices (AMD) | 0.0 | $203k | +1489% | 1.3k | 161.79 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $203k | NEW | 2.5k | 79.93 |
|
| Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV) | 0.0 | $201k | NEW | 2.7k | 73.47 |
|
Past Filings by Strategic Wealth Investment Group
SEC 13F filings are viewable for Strategic Wealth Investment Group going back to 2019
- Strategic Wealth Investment Group 2025 Q3 filed Nov. 14, 2025
- Strategic Wealth Investment Group 2025 Q2 filed Aug. 14, 2025
- Strategic Wealth Investment Group 2025 Q1 filed April 14, 2025
- Strategic Wealth Investment Group 2024 Q4 amended filed Jan. 23, 2025
- Strategic Wealth Investment Group 2024 Q3 filed Oct. 24, 2024
- Strategic Wealth Investment Group 2024 Q2 filed Aug. 13, 2024
- Strategic Wealth Investment Group 2023 Q4 filed Jan. 16, 2024
- Strategic Wealth Investment Group 2023 Q3 filed Nov. 3, 2023
- Strategic Wealth Investment Group 2023 Q2 filed July 17, 2023
- Strategic Wealth Investment Group 2023 Q1 restated filed April 24, 2023
- Strategic Wealth Investment Group 2023 Q1 filed April 20, 2023
- Strategic Wealth Investment Group 2022 Q4 filed Jan. 27, 2023
- Strategic Wealth Investment Group 2022 Q3 filed Oct. 21, 2022
- Strategic Wealth Investment Group 2022 Q2 filed Aug. 8, 2022
- Strategic Wealth Investment Group 2022 Q1 filed April 26, 2022
- Strategic Wealth Investment Group 2021 Q4 filed Jan. 21, 2022