Strategic Wealth Designers

Strategic Wealth Investment Group as of March 31, 2026

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