Strategic Wealth Designers

Strategic Wealth Investment Group as of June 30, 2026

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