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, AAPL, and represent 25.54% of Strategic Wealth Investment Group's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$13M), NEE (+$13M), VEU (+$11M), EMR (+$10M), CRWD (+$7.5M), SCHD (+$6.7M), XLU (+$5.8M), NFLX, ETN, BSX.
- Started 15 new stock positions in IVW, IVE, VOT, SCHD, NEE, EMR, SUSA, SPOT, CRWD, IJT. ETN, GOOG, CINF, PLTR, MLI.
- Reduced shares in these 10 stocks: ANGL (-$16M), MRSH (-$9.5M), SPTL (-$6.6M), VNQ (-$6.5M), PFF (-$6.2M), AMZN (-$5.7M), MSFT, BCUS, DUK, HUBB.
- Sold out of its positions in Creative Media &, HLI, MRSH, MCK, STE.
- Strategic Wealth Investment Group was a net seller of stock by $-2.6M.
- Strategic Wealth Investment Group has $825M in assets under management (AUM), dropping by 4.66%.
- Central Index Key (CIK): 0001802365
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Portfolio Holdings for Strategic Wealth Investment Group
Strategic Wealth Investment Group holds 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Inter Etf (SPTI) | 7.8 | $64M | 2.3M | 28.39 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.3 | $52M | +31% | 631k | 82.65 |
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| Exchange Listed Fds Tr Banc Us Larg Etf (BCUS) | 4.7 | $39M | -8% | 1.0M | 37.04 |
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| Amazon (AMZN) | 3.5 | $29M | -16% | 122k | 238.34 |
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| Apple (AAPL) | 3.3 | $27M | -7% | 93k | 289.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.1 | $26M | 34k | 746.77 |
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| Broadcom (AVGO) | 2.9 | $24M | -9% | 64k | 377.75 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 2.7 | $23M | -22% | 860k | 26.23 |
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| NVIDIA Corporation (NVDA) | 2.6 | $22M | -8% | 108k | 200.09 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $21M | -9% | 64k | 327.33 |
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| Microsoft Corporation (MSFT) | 2.5 | $20M | -15% | 54k | 373.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $20M | +10% | 53k | 368.38 |
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| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 2.2 | $18M | +17% | 604k | 29.98 |
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| Meta Platforms Cl A (META) | 2.2 | $18M | -4% | 32k | 563.29 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $17M | +171% | 202k | 83.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $17M | -6% | 47k | 357.37 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $16M | -11% | 32k | 501.36 |
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| Goldman Sachs (GS) | 1.8 | $15M | -14% | 15k | 1011.38 |
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| Hubbell (HUBB) | 1.7 | $14M | -19% | 26k | 523.20 |
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| Eli Lilly & Co. (LLY) | 1.5 | $13M | -12% | 11k | 1199.47 |
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| Nextera Energy (NEE) | 1.5 | $13M | NEW | 142k | 87.77 |
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| Visa Com Cl A (V) | 1.5 | $13M | -10% | 36k | 343.09 |
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| Johnson & Johnson (JNJ) | 1.5 | $12M | -17% | 48k | 253.97 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.5 | $12M | -4% | 124k | 98.20 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.5 | $12M | 131k | 91.64 |
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| Costco Wholesale Corporation (COST) | 1.4 | $12M | +20% | 13k | 935.50 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.4 | $12M | +100% | 257k | 45.34 |
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| Linde SHS (LIN) | 1.3 | $11M | -7% | 21k | 518.93 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $11M | -36% | 115k | 96.43 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $11M | +23% | 89k | 117.67 |
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| Procter & Gamble Company (PG) | 1.3 | $10M | 71k | 146.64 |
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| Boeing Company (BA) | 1.2 | $10M | 46k | 216.47 |
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| Emerson Electric (EMR) | 1.2 | $10M | NEW | 70k | 143.15 |
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| O'reilly Automotive (ORLY) | 1.2 | $10M | +2% | 108k | 92.09 |
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| International Business Machines (IBM) | 1.2 | $9.9M | +3% | 35k | 281.21 |
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| salesforce (CRM) | 1.2 | $9.6M | 61k | 156.66 |
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| Abbvie (ABBV) | 1.1 | $9.3M | -12% | 37k | 251.64 |
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| Pepsi (PEP) | 1.1 | $9.2M | 68k | 135.40 |
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| Netflix (NFLX) | 1.1 | $9.1M | +96% | 128k | 71.40 |
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| Boston Scientific Corporation (BSX) | 1.1 | $8.9M | +79% | 210k | 42.68 |
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| Uber Technologies (UBER) | 1.1 | $8.8M | -9% | 122k | 72.16 |
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| American Express Company (AXP) | 1.0 | $8.2M | -26% | 24k | 338.25 |
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| Ishares Tr Global Energ Etf (IXC) | 0.9 | $7.7M | -12% | 158k | 49.13 |
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| Danaher Corporation (DHR) | 0.9 | $7.6M | -24% | 40k | 190.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $7.5M | NEW | 9.8k | 763.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $6.7M | NEW | 212k | 31.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $6.6M | -19% | 9.0k | 736.37 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $6.1M | -36% | 48k | 126.58 |
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| Waste Management (WM) | 0.6 | $4.9M | -22% | 22k | 222.88 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $4.7M | 35k | 136.72 |
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| Eaton Corp SHS (ETN) | 0.5 | $4.3M | NEW | 10k | 426.12 |
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| Ea Series Trust Coastal Compass (ROPE) | 0.5 | $3.8M | +35% | 126k | 29.73 |
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| Mueller Industries (MLI) | 0.4 | $3.6M | NEW | 29k | 122.93 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.3 | $2.7M | +30% | 15k | 181.15 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.3 | $2.4M | -4% | 33k | 73.66 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.2 | $1.9M | -29% | 15k | 132.22 |
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| Amplify Etf Tr Block Techn Etf (BLOK) | 0.2 | $1.9M | 30k | 62.63 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $1.7M | 7.4k | 228.79 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.7M | NEW | 5.5k | 306.30 |
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| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.2 | $1.7M | 21k | 79.20 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.2 | $1.3M | +11% | 13k | 104.93 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | +3% | 2.9k | 420.60 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | -12% | 6.8k | 176.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | +480% | 14k | 86.14 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $1.1M | NEW | 6.4k | 178.59 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $1.1M | +3% | 26k | 42.78 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $828k | -18% | 1.7k | 477.57 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $802k | NEW | 6.9k | 116.67 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $760k | NEW | 1.7k | 459.13 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $727k | +13% | 4.5k | 161.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $659k | +86% | 880.00 | 749.15 |
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| Spdr Index Shs Fds St Str Msci Glb (SPGM) | 0.1 | $651k | 7.6k | 85.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $642k | -10% | 2.7k | 236.61 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $632k | +94% | 11k | 56.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $610k | 4.9k | 124.44 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $592k | +15% | 13k | 47.20 |
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| Davis Fundamental Etf Tr Select Finl (DFNL) | 0.1 | $549k | +18% | 11k | 49.37 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $542k | +22% | 7.1k | 75.78 |
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| Capital One Financial (COF) | 0.1 | $539k | +19% | 2.7k | 200.62 |
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| Keysight Technologies (KEYS) | 0.1 | $530k | -17% | 1.5k | 350.07 |
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| Fidelity Covington Trust Disru Commu Etf (FDCF) | 0.1 | $489k | +17% | 9.8k | 49.96 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $485k | -92% | 16k | 30.49 |
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| Wal-Mart Stores (WMT) | 0.1 | $473k | -3% | 4.2k | 113.25 |
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| McDonald's Corporation (MCD) | 0.1 | $458k | 1.7k | 270.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $457k | NEW | 1.3k | 353.33 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $405k | -97% | 14k | 29.24 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $369k | +18% | 2.3k | 158.01 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $355k | +17% | 7.2k | 49.28 |
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| Coca-Cola Company (KO) | 0.0 | $346k | +3% | 4.3k | 81.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $330k | -38% | 891.00 | 370.09 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $323k | -82% | 4.0k | 80.82 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $297k | +587% | 2.5k | 119.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $296k | +25% | 591.00 | 500.39 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $274k | 6.5k | 41.91 |
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| Walt Disney Company (DIS) | 0.0 | $273k | 2.8k | 96.24 |
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| Truist Financial Corp equities (TFC) | 0.0 | $271k | 5.4k | 49.82 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $267k | +300% | 3.3k | 80.57 |
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| Marriott Intl Cl A (MAR) | 0.0 | $264k | 713.00 | 370.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $232k | NEW | 1.7k | 137.52 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $231k | NEW | 1.3k | 185.14 |
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| Home Depot (HD) | 0.0 | $229k | 649.00 | 352.92 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $212k | NEW | 1.4k | 154.30 |
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| Ishares Tr Futu Expo Te Etf (XT) | 0.0 | $211k | -88% | 2.6k | 82.62 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $208k | NEW | 916.00 | 227.16 |
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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 Q2 filed Aug. 4, 2026
- 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