Institutions / Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC
CIK 1802365 · Institution · as of Dec 31, 2025
Portfolio value
$813.63M
Positions
93
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 93 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $63.40M | 7.8% |
| Vanguard Scottsdale Fds | $39.62M | 4.9% |
| Exchange Listed Fds Tr | $36.10M | 4.4% |
| Amazon.com Inc | $32.81M | 4.0% |
| SPDR Series Trust | $29.23M | 3.6% |
| Microsoft Corp | $28.15M | 3.5% |
| Apple Inc. | $27.53M | 3.4% |
| Broadcom Inc. | $24.36M | 3.0% |
| SPDR S&P 500 ETF Tr | $23.97M | 2.9% |
| JPMorgan Chase & Co | $22.62M | 2.8% |
| NVIDIA Corp | $22.14M | 2.7% |
| Meta Platforms Inc | $20.75M | 2.5% |
| Thermo Fisher Scientific Inc. | $20.13M | 2.5% |
| SPDR Gold Tr | $19.74M | 2.4% |
| Alphabet Inc. | $16.32M | 2.0% |
| Vanguard Index Fds | $15.72M | 1.9% |
| VanEck ETF Trust | $15.51M | 1.9% |
| The Goldman Sachs Group, Inc. | $15.29M | 1.9% |
| Salesforce Inc | $15.12M | 1.9% |
| Hubbell Inc | $14.57M | 1.8% |
| Visa Inc | $13.84M | 1.7% |
| SPDR Series Trust | $13.57M | 1.7% |
| ELI LILLY & Co | $13.24M | 1.6% |
| Exchange Listed Fds Tr | $12.92M | 1.6% |
| Johnson & Johnson | $12.48M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.