Institutions / Strategic Wealth Advisors LLC

Strategic Wealth Advisors LLC

CIK 2107449 · Institution · as of Jun 30, 2026
Portfolio value
$116.9K
Positions
260
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$116.9K+0.0%
$116.9K$116.9K$116.9KQ4 '25Q2 '26

Positions

260+0.0%
260260260Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 260 →
CompanyClassValueShares% of portfolio
SPDR S&P 500 ETF Tr—$11.5K16,8749.8%
iShares Tr—$9.0K13,0767.7%
Vanguard Index Fds—$7.2K23,8486.2%
Vanguard Index Fds—$6.5K30,5765.5%
Dimensional ETF Trust—$6.3K165,5615.4%
Vanguard Scottsdale Fds—$5.9K73,7695.0%
Dimensional ETF Trust—$4.9K151,8694.2%
J P Morgan Exchange Traded F—$4.5K89,8923.9%
Dimensional ETF Trust—$3.9K82,3203.3%
Dimensional ETF Trust—$3.8K165,9573.2%
Vanguard Index Fds—$3.2K17,7972.7%
iShares Tr—$3.1K40,5982.7%
Vanguard Index Fds—$3.0K10,8992.6%
Vanguard Intl Equity Index F—$2.9K63,9292.5%
Dimensional ETF Trust—$2.8K86,2802.4%
iShares Tr—$2.8K13,0762.4%
PIMCO ETF Tr—$2.7K26,8702.3%
Vanguard Index Fds—$2.3K3,7142.0%
iShares Tr—$2.2K4,6211.9%
Vanguard Index Fds—$1.9K21,6971.6%
Vanguard Index Fds—$1.6K6,1331.4%
J P Morgan Exchange Traded F—$1.5K26,8911.3%
J P Morgan Exchange Traded F—$1.5K28,9931.3%
Vanguard Bd Index Fds—$1.4K28,0381.2%
Apple Inc.—$1.2K4,4371.0%

Activity

Jun 30, 2026
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 2 quarters of holdings.