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Strategic Wealth Designers

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

Top 5 stock holdings are SPTI, VCIT, BCUS, AMZN, SPTL, and represent 25.24% of Strategic Wealth Investment Group's stock portfolio.
Added to shares of these 10 stocks: MSFT, BCIL, BX, META, CRM, BSX, NFLX, AMZN, TMO, ANGL.
Started 6 new stock positions in FDCF, DFNL, CGDV, SPMO, CGGR, CMCT.
Reduced shares in these 10 stocks: BIL, GLD, GOOGL, JNJ, QQQ, , HUBB, SPY, LLY, GOOG.
Sold out of its positions in GOOG, CINF, FDN, SPAB, UPS.
Strategic Wealth Investment Group was a net buyer of stock by $11M.
Strategic Wealth Investment Group has $788M in assets under management (AUM), dropping by -3.14%.
Central Index Key (CIK): 0001802365

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Portfolio Holdings for Strategic Wealth Investment Group

Strategic Wealth Investment Group holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPTI)	8.1	$64M		2.2M	28.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.0	$40M		479k	82.75	View chart
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)	4.6	$36M		1.1M	31.94	View chart
Amazon (AMZN)	3.9	$30M	+2%	146k	208.27	View chart
Spdr Series Trust State Street Spd (SPTL)	3.7	$29M		1.1M	26.30	View chart
Apple (AAPL)	3.2	$26M		100k	253.79	View chart
Microsoft Corporation (MSFT)	3.0	$24M	+10%	64k	370.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$23M		35k	650.33	View chart
Broadcom (AVGO)	2.8	$22M		71k	309.51	View chart
JPMorgan Chase & Co. (JPM)	2.6	$21M		71k	294.16	View chart
Spdr Gold Tr Gold Shs (GLD)	2.6	$21M	-3%	48k	430.29	View chart
NVIDIA Corporation (NVDA)	2.6	$21M		118k	174.40	View chart
Meta Platforms Cl A (META)	2.4	$19M	+6%	33k	572.13	View chart
Thermo Fisher Scientific (TMO)	2.3	$18M	+4%	36k	491.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.1	$16M	+2%	182k	88.70	View chart
Hubbell (HUBB)	2.0	$16M		32k	490.74	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$16M	+4%	549k	28.72	View chart
Goldman Sachs (GS)	1.9	$15M		17k	846.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$15M	-3%	50k	287.56	View chart
Johnson & Johnson (JNJ)	1.8	$14M	-3%	58k	244.44	View chart
Exchange Listed Fds Tr Bancreek Int Lc (BCIL)	1.7	$14M	+11%	515k	26.28	View chart
Visa Com Cl A (V)	1.6	$12M	+2%	41k	302.24	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.5	$12M		129k	94.24	View chart
Spdr Series Trust State Street Spd (BIL)	1.5	$12M	-13%	129k	91.64	View chart
salesforce (CRM)	1.5	$12M	+9%	63k	186.67	View chart
Linde SHS (LIN)	1.5	$12M		23k	495.76	View chart
Eli Lilly & Co. (LLY)	1.4	$11M		12k	919.77	View chart
Pepsi (PEP)	1.4	$11M		69k	155.29	View chart
Costco Wholesale Corporation (COST)	1.3	$10M		10k	996.44	View chart
Ishares Tr Global Energ Etf (IXC)	1.3	$10M	-2%	180k	57.61	View chart
Procter & Gamble Company (PG)	1.3	$10M		72k	144.44	View chart
Danaher Corporation (DHR)	1.3	$10M		53k	189.60	View chart
Duke Energy Corp Com New (DUK)	1.3	$9.9M		76k	130.94	View chart
American Express Company (AXP)	1.3	$9.9M		33k	302.48	View chart
O'reilly Automotive (ORLY)	1.2	$9.7M	+2%	105k	92.31	View chart
Uber Technologies (UBER)	1.2	$9.6M	+4%	134k	71.93	View chart
Marsh & McLennan Companies (MRSH)	1.2	$9.5M	+2%	55k	173.45	View chart
Abbvie (ABBV)	1.2	$9.2M		42k	217.49	View chart
Boeing Company (BA)	1.2	$9.2M		46k	199.03	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$8.4M	+15%	73k	114.99	View chart
International Business Machines (IBM)	1.0	$8.2M	+6%	34k	242.39	View chart
Boston Scientific Corporation (BSX)	0.9	$7.3M	+14%	117k	62.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$6.6M		218k	30.32	View chart
Waste Management (WM)	0.8	$6.5M		28k	229.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$6.5M	-4%	11k	577.15	View chart
Netflix (NFLX)	0.8	$6.2M	+14%	65k	96.15	View chart
Exxon Mobil Corporation (XOM)	0.8	$6.0M	+5%	35k	169.66	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.7	$5.9M		128k	45.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$5.6M	+11%	75k	75.10	View chart
Ea Series Trust Coastal Compass (ROPE)	0.3	$2.6M	+21%	94k	28.19	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$2.5M	-4%	12k	218.72	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.3	$2.5M		34k	73.94	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.3	$2.3M		21k	112.45	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.2	$1.8M		21k	84.50	View chart
Vanguard World Materials Etf (VAW)	0.2	$1.7M		7.5k	225.33	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.6M	-2%	23k	67.59	View chart
Ishares Tr Future Exponenti (XT)	0.2	$1.5M	-3%	22k	68.15	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.2	$1.5M		30k	49.81	View chart
Tesla Motors (TSLA)	0.1	$1.0M	-3%	2.8k	371.75	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$1.0M	-2%	25k	40.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	-14%	2.3k	436.78	View chart
Amphenol Corp Cl A (APH)	0.1	$980k	-5%	7.8k	126.35	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$972k		4.9k	198.29	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$850k	+36%	11k	75.09	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$722k	-10%	2.1k	337.95	View chart
Houlihan Lokey Cl A (HLI)	0.1	$704k		4.9k	143.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$655k	-16%	3.0k	215.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$613k	-3%	5.8k	106.01	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$573k	-17%	7.6k	75.71	View chart
Wal-Mart Stores (WMT)	0.1	$539k	-12%	4.3k	124.27	View chart
McDonald's Corporation (MCD)	0.1	$520k	-5%	1.7k	310.81	View chart
Keysight Technologies (KEYS)	0.1	$518k		1.8k	282.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$464k	-7%	1.4k	320.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$444k	NEW	4.0k	112.11	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$436k	NEW	11k	40.19	View chart
Davis Fundamental Etf Tr Select Finl (DFNL)	0.1	$422k	NEW	9.4k	44.84	View chart
Capital One Financial (COF)	0.1	$411k	-2%	2.3k	182.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$410k		5.8k	70.19	View chart
Fidelity Covington Trust Disruptive Commu (FDCF)	0.0	$360k	NEW	8.4k	43.04	View chart
Coca-Cola Company (KO)	0.0	$313k		4.1k	76.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$308k		472.00	653.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$292k		2.0k	148.09	View chart
Walt Disney Company (DIS)	0.0	$275k	-2%	2.9k	96.37	View chart
Steris Shs Usd (STE)	0.0	$265k	-25%	1.2k	221.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$262k	NEW	6.2k	42.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$253k	-6%	362.00	697.89	View chart
Truist Financial Corp equities (TFC)	0.0	$247k	-6%	5.4k	45.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$238k		827.00	287.18	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$236k		6.5k	36.27	View chart
Marriott Intl Cl A (MAR)	0.0	$233k		713.00	326.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$225k	-13%	470.00	479.20	View chart
McKesson Corporation (MCK)	0.0	$224k		259.00	865.36	View chart
Home Depot (HD)	0.0	$218k	-13%	661.00	329.10	View chart
Creative Media & Cmnty Tr Com New (CMCT)	0.0	$6.8k	NEW	11k	0.61	View chart

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 2026 Q1 filed May 11, 2026
Strategic Wealth Investment Group 2025 Q4 filed Feb. 11, 2026
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

View all past filings

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