Strategic Wealth Investment Group, LLC 13F Holdings · Q2 2026
Strategic Wealth Investment Group, LLC reported 104 securities worth $824.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPTI (7.77%), VCIT (6.32%), BCUS (4.67%). Among its top 25 positions this quarter: 1 new, 6 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | $64.1M | 7.77% | 2.3M | Added |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $52.2M | 6.32% | 631,125 | Added |
| 3 | BCUS | EXCHANGE LISTED FDS TR | $38.5M | 4.67% | 1.0M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $29.0M | 3.52% | 121,847 | Trimmed |
| 5 | AAPL | APPLE INC | $26.9M | 3.26% | 92,998 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $25.6M | 3.11% | 34,300 | Trimmed |
| 7 | AVGO | BROADCOM INC | $24.2M | 2.93% | 64,070 | Trimmed |
| 8 | SPTL | SPDR SERIES TRUST | $22.6M | 2.74% | 860,439 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $21.6M | 2.62% | 108,010 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $20.9M | 2.54% | 63,927 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $20.2M | 2.45% | 54,215 | Trimmed |
| 12 | GLD | SPDR GOLD TR | $19.6M | 2.38% | 53,252 | Added |
| 13 | BCIL | EXCHANGE LISTED FDS TR | $18.1M | 2.20% | 604,250 | Added |
| 14 | META | META PLATFORMS INC | $17.9M | 2.17% | 31,747 | Trimmed |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $16.9M | 2.05% | 202,266 | Added |
| 16 | GOOGL | ALPHABET INC | $16.7M | 2.03% | 46,826 | Trimmed |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $16.0M | 1.94% | 31,916 | Trimmed |
| 18 | GS | GOLDMAN SACHS GROUP INC | $15.0M | 1.81% | 14,800 | Trimmed |
| 19 | HUBB | HUBBELL INC | $13.7M | 1.66% | 26,154 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $12.7M | 1.54% | 10,568 | Trimmed |
| 21 | NEE | NEXTERA ENERGY INC | $12.5M | 1.51% | 142,330 | New |
| 22 | V | VISA INC | $12.5M | 1.51% | 36,394 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $12.2M | 1.48% | 48,023 | Trimmed |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $12.1M | 1.47% | 123,648 | Trimmed |
| 25 | BIL | SPDR SERIES TRUST | $12.0M | 1.46% | 131,216 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR