Strategic Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Strategic Wealth Advisors LLC held in its portfolio 256 assets valued at $116,928 (i.e. $116.93K).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($11.51K), ISHARES TR ($8.96K), and VANGUARD INDEX FDS ($7.20K).
The chart below shows the top 10 valuable assets, and the table below shows the top 256 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16874 | 11506 | TR UNIT |
| ISHARES TR | 13076 | 8956 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 23848 | 7204 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 30576 | 6475 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 165561 | 6309 | INTL CORE EQT MK |
| VANGUARD SCOTTSDALE FDS | 73769 | 5881 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 151869 | 4946 | EMGR CRE EQT MNG |
| J P MORGAN EXCHANGE TRADED F | 89892 | 4547 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 82320 | 3852 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 165957 | 3800 | US REAL ESTATE E |
| VANGUARD INDEX FDS | 17797 | 3156 | MCAP VL IDXVIP |
| ISHARES TR | 40598 | 3147 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 10899 | 3042 | MCAP GR IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 63929 | 2930 | GLB EX US ETF |
| DIMENSIONAL ETF TRUST | 86280 | 2842 | INTL SMALL CAP E |
| ISHARES TR | 13076 | 2750 | RUS 1000 VAL ETF |
| PIMCO ETF TR | 26870 | 2696 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 3714 | 2329 | S&P 500 ETF SHS |
| ISHARES TR | 4621 | 2187 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 21697 | 1919 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 6133 | 1582 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 26891 | 1539 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 28993 | 1476 | ULTRA SHT MUNCPL |
| VANGUARD BD INDEX FDS | 28038 | 1397 | VANGUARD ULTRA |
| APPLE INC | 4437 | 1206 | COM |
| ISHARES TR | 12211 | 1092 | CORE MSCI EAFE |
| J P MORGAN EXCHANGE TRADED F | 13955 | 927 | HEDGED EQUITY LA |
| INVESCO EXCH TRADED FD TR II | 12425 | 887 | S&P500 LOW VOL |
| MICROSOFT CORP | 1473 | 712 | COM |
| ISHARES TR | 1835 | 685 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 2280 | 661 | MID CAP ETF |
| ISHARES GOLD TR | 7978 | 647 | ISHARES NEW |
| ALLSTATE CORP | 3008 | 626 | COM |
| VANGUARD MUN BD FDS | 12167 | 611 | TAX EXEMPT BD |
| MERCK & CO INC | 5655 | 595 | COM |
| ISHARES TR | 2590 | 469 | RUS 2000 VAL ETF |
| MCDONALDS CORP | 1416 | 432 | COM |
| ISHARES TR | 4378 | 377 | MSCI EAFE MIN VL |
| SPDR SERIES TRUST | 3272 | 363 | STATE STREET SPD |
| AMGEN INC | 1095 | 358 | COM |
| VANGUARD BD INDEX FDS | 4778 | 353 | TOTAL BND MRKT |
| ISHARES INC | 5059 | 340 | CORE MSCI EMKT |
| ISHARES U S ETF TR | 6421 | 328 | SHORT DURATION B |
| J P MORGAN EXCHANGE TRADED F | 5052 | 263 | INTL HDGD EQT LA |
| VANGUARD INDEX FDS | 677 | 226 | TOTAL STK MKT |
| ISHARES TR | 868 | 213 | RUSSELL 2000 ETF |
| MORGAN STANLEY | 1170 | 207 | COM NEW |
| PROFESIONALLY MANAGED PORTFO | 3130 | 205 | AKRE FOCUS ETF |
| ALPHABET INC | 652 | 204 | CAP STK CL C |
| VANGUARD WORLD FD | 710 | 204 | HEALTH CAR ETF |
| SPDR INDEX SHS FDS | 4784 | 195 | S&P INTL SMLCP |
| COSTCO WHSL CORP NEW | 226 | 194 | COM |
| MICROCHIP TECHNOLOGY INC. | 2902 | 184 | COM |
| ISHARES INC | 2521 | 183 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 562 | 176 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 2257 | 167 | US EQUITY MARKET |
| JPMORGAN CHASE & CO. | 502 | 161 | COM |
| WW GRAINGER INC | 139 | 140 | COM |
| ALPHABET INC | 450 | 140 | CAP STK CL A |
| WALMART INC | 1245 | 138 | COM |
| ISHARES TR | 979 | 134 | RUS MD CP GR ETF |
| INTERNATIONAL BUSINESS MACHS | 449 | 132 | COM |
| AUTOMATIC DATA PROCESSING IN | 511 | 131 | COM |
| VANGUARD INTL EQUITY INDEX F | 2285 | 122 | FTSE EMR MKT ETF |
| NVIDIA CORPORATION | 617 | 115 | COM |
| REALTY INCOME CORP | 2025 | 114 | COM |
| GE AEROSPACE | 370 | 113 | COM NEW |
| ABBVIE INC | 487 | 111 | COM |
| ISHARES TR | 1826 | 108 | SELECT US REIT |
| VANGUARD WORLD FD | 260 | 107 | MEGA GRWTH IND |
| MEDTRONIC PLC | 1118 | 107 | SHS |
| JOHNSON & JOHNSON | 517 | 106 | COM |
| INVESCO QQQ TR | 171 | 105 | UNIT SER 1 |
| PROCTER AND GAMBLE CO | 653 | 93 | COM |
| SPDR INDEX SHS FDS | 3324 | 93 | DJ INTL RL ETF |
| CAPITAL ONE FINL CORP | 370 | 89 | COM |
| SELECT SECTOR SPDR TR | 1530 | 83 | STATE STREET FIN |
| NORTHROP GRUMMAN CORP | 145 | 82 | COM |
| CSX CORP | 2190 | 79 | COM |
| INVESCO EXCHANGE TRADED FD T | 409 | 78 | S&P500 EQL WGT |
| TRANE TECHNOLOGIES PLC | 198 | 77 | SHS |
| ISHARES TR | 610 | 75 | S&P 500 GRWT ETF |
| UNION PAC CORP | 313 | 72 | COM |
| SCHWAB CHARLES CORP | 720 | 71 | COM |
| ISHARES TR | 710 | 70 | CORE US AGGBD ET |
| ISHARES TR | 500 | 70 | RUS MDCP VAL ETF |
| PEPSICO INC | 485 | 69 | COM |
| STRYKER CORPORATION | 197 | 69 | COM |
| AMAZON COM INC | 295 | 68 | COM |
| ISHARES TR | 175 | 67 | RUSSELL 3000 ETF |
| ISHARES TR | 687 | 66 | RUS MID CAP ETF |
| ISHARES TR | 670 | 63 | MSCI USA MIN VOL |
| VANGUARD WORLD FD | 300 | 62 | MATERIALS ETF |
| AFLAC INC | 570 | 62 | COM |
| AMPHENOL CORP NEW | 407 | 55 | CL A |
| ISHARES TR | 374 | 55 | US INDUSTRIALS |
| GENERAL DYNAMICS CORP | 160 | 53 | COM |
| NOVARTIS AG | 382 | 52 | SPONSORED ADR |
| NORFOLK SOUTHN CORP | 180 | 51 | COM |
| SILA REALTY TRUST INC | 2157 | 50 | COMMON STOCK |
| COLGATE PALMOLIVE CO | 604 | 47 | COM |
| INVESCO EXCH TRADED FD TR II | 872 | 45 | RUSEL 1000 EQL |
| KINDER MORGAN INC DEL | 1655 | 45 | COM |
| PROLOGIS INC. | 355 | 45 | COM |
| EXXON MOBIL CORP | 372 | 44 | COM |
| ISHARES TR | 405 | 44 | TIPS BD ETF |
| PFIZER INC | 1775 | 44 | COM |
| WEC ENERGY GROUP INC | 414 | 43 | COM |
| XCEL ENERGY INC | 590 | 43 | COM |
| ISHARES TR | 455 | 43 | MSCI EAFE ETF |
| AT&T INC | 1717 | 42 | COM |
| CISCO SYS INC | 558 | 42 | COM |
| EMERSON ELEC CO | 315 | 41 | COM |
| ISHARES SILVER TR | 626 | 40 | ISHARES |
| COCA COLA CO | 533 | 37 | COM |
| GLOBAL X FDS | 1034 | 37 | RBTCS ARTFL INTE |
| MARATHON PETE CORP | 223 | 36 | COM |
| EDWARDS LIFESCIENCES CORP | 415 | 35 | COM |
| GE VERNOVA INC | 54 | 35 | COM |
| ISHARES TR | 416 | 35 | CORE MSCI TOTAL |
| ISHARES TR | 208 | 35 | ISHARES BIOTECH |
| VANGUARD INDEX FDS | 72 | 35 | GROWTH ETF |
| VANGUARD TAX-MANAGED FDS | 567 | 35 | VAN FTSE DEV MKT |
| CHEVRON CORP NEW | 220 | 33 | COM |
| HILLTOP HOLDINGS INC | 1000 | 33 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 430 | 32 | SHS |
| SLB LIMITED | 801 | 30 | COM STK |
| VANGUARD STAR FDS | 400 | 30 | VG TL INTL STK F |
| HONEYWELL INTL INC | 149 | 29 | COM |
| META PLATFORMS INC | 44 | 29 | CL A |
| BOEING CO | 127 | 27 | COM |
| BANK AMERICA CORP | 449 | 24 | COM |
| BROADCOM INC | 71 | 24 | COM |
| FIFTH THIRD BANCORP | 514 | 24 | COM |
| LOCKHEED MARTIN CORP | 50 | 24 | COM |
| SCHWAB STRATEGIC TR | 780 | 23 | US LCAP VA ETF |
| ABBOTT LABS | 176 | 22 | COM |
| INTEL CORP | 617 | 22 | COM |
| TESLA INC | 49 | 22 | COM |
| EQT CORP | 378 | 20 | COM |
| HOME DEPOT INC | 61 | 20 | COM |
| ISHARES INC | 466 | 20 | ESG AWR MSCI EM |
| KIMBERLY-CLARK CORP | 199 | 20 | COM |
| TJX COS INC NEW | 133 | 20 | COM |
| VISA INC | 56 | 19 | COM CL A |
| ELI LILLY & CO | 18 | 19 | COM |
| ROCKET LAB CORP | 280 | 19 | COM |
| SHELL PLC | 267 | 19 | SPON ADS |
| ISHARES TR | 133 | 18 | SELECT DIVID ETF |
| ISHARES TR | 252 | 18 | US TRSPRTION |
| REGIONS FINANCIAL CORP NEW | 668 | 18 | COM |
| BLACKSTONE SECD LENDING FD | 655 | 17 | COMMON STOCK |
| CORTEVA INC | 266 | 17 | COM |
| MONDELEZ INTL INC | 298 | 16 | CL A |
| PHATHOM PHARMACEUTICALS INC | 1000 | 16 | COM |
| ISHARES TR | 47 | 15 | RUS 2000 GRW ETF |
| SOUTHWEST AIRLS CO | 375 | 15 | COM |
| VERTEX PHARMACEUTICALS INC | 32 | 14 | COM |
| ISHARES TR | 149 | 14 | ESG AW MSCI EAFE |
| MASTERCARD INCORPORATED | 26 | 14 | CL A |
| NORTHWEST NAT HLDG CO | 313 | 14 | COM |
| ISHARES TR | 194 | 13 | FUTURE EXPONENTI |
| VANGUARD SCOTTSDALE FDS | 145 | 13 | VNG RUS1000VAL |
| GRACO INC | 150 | 12 | COM |
| WARNER BROS DISCOVERY INC | 402 | 11 | COM SER A |
| ISHARES INC | 215 | 11 | MSCI CDA ETF |
| VANGUARD SCOTTSDALE FDS | 138 | 11 | INT-TERM CORP |
| DUPONT DE NEMOURS INC | 266 | 10 | COM |
| EA SERIES TRUST | 368 | 10 | STRIVE US ENERGY |
| GE HEALTHCARE TECHNOLOGIES I | 128 | 10 | COMMON STOCK |
| QNITY ELECTRONICS INC | 132 | 10 | COMMON STOCK |
| VANGUARD SCOTTSDALE FDS | 187 | 10 | SHORT TERM TREAS |
| AMPLIFY ETF TR | 175 | 9 | BLOCKCHAIN TECHN |
| ISHARES TR | 61 | 9 | ESG AWR MSCI USA |
| MICRON TECHNOLOGY INC | 34 | 9 | COM |
| ORACLE CORP | 47 | 9 | COM |
| PRUDENTIAL FINL INC | 88 | 9 | COM |
| VANGUARD SPECIALIZED FUNDS | 43 | 9 | DIV APP ETF |
| APPLOVIN CORP | 13 | 8 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 85 | 8 | PHARMACEUTICALS |
| ISHARES INC | 310 | 8 | MSCI AUST ETF |
| LAM RESEARCH CORP | 48 | 8 | COM NEW |
| NUCOR CORP | 55 | 8 | COM |
| NUVATION BIO INC | 1000 | 8 | COM CL A |
| TARGET CORP | 80 | 7 | COM |
| INTUITIVE SURGICAL INC | 14 | 7 | COM NEW |
| TARGA RES CORP | 39 | 7 | COM |
| DOORDASH INC | 30 | 6 | CL A |
| DOW INC | 266 | 6 | COM |
| HARLEY DAVIDSON INC | 334 | 6 | COM |
| ISHARES INC | 102 | 6 | MSCI EMERG MRKT |
| ISHARES TR | 18 | 6 | S&P 100 ETF |
| ROCKWELL AUTOMATION INC | 17 | 6 | COM |
| SPOTIFY TECHNOLOGY S A | 12 | 6 | SHS |
| ADVANCED MICRO DEVICES INC | 27 | 5 | COM |
| BAXTER INTL INC | 300 | 5 | COM |
| BRISTOL-MYERS SQUIBB CO | 111 | 5 | COM |
| EATON CORP PLC | 16 | 5 | SHS |
| GSK PLC | 120 | 5 | SPONSORED ADR |
| HEWLETT PACKARD ENTERPRISE C | 240 | 5 | COM |
| HP INC | 240 | 5 | COM |
| INSMED INC | 29 | 5 | COM PAR $.01 |
| ISHARES TR | 38 | 5 | CORE S&P TTL STK |
| ISHARES TR | 70 | 5 | IBOXX HI YD ETF |
| OLD DOMINION FREIGHT LINE IN | 36 | 5 | COM |
| PALANTIR TECHNOLOGIES INC | 32 | 5 | CL A |
| SOLSTICE ADVANCED MATLS INC | 111 | 5 | COM SHS |
| VERRA MOBILITY CORP | 200 | 4 | CL A COM STK |
| WINGSTOP INC | 18 | 4 | COM |
| CLOROX CO DEL | 40 | 4 | COM |
| GUARDANT HEALTH INC | 40 | 4 | COM |
| INTUIT | 7 | 4 | COM |
| ISHARES U S ETF TR | 86 | 4 | SHORT MATURITY M |
| MARTIN MARIETTA MATLS INC | 7 | 4 | COM |
| MARVELL TECHNOLOGY INC | 52 | 4 | COM |
| ON HLDG AG | 93 | 4 | NAMEN AKT A |
| ORGANON & CO | 590 | 4 | COMMON STOCK |
| SHERWIN WILLIAMS CO | 13 | 4 | COM |
| SNOWFLAKE INC | 22 | 4 | COM SHS |
| AMETEK INC | 16 | 3 | COM |
| ASTRAZENECA PLC | 35 | 3 | SPONSORED ADR |
| ARGENX SE | 4 | 3 | SPONSORED ADR |
| ARK ETF TR | 44 | 3 | INNOVATION ETF |
| BOSTON SCIENTIFIC CORP | 39 | 3 | COM |
| CARNIVAL CORP | 100 | 3 | UNIT 99/99/9999 |
| CLOUDFLARE INC | 18 | 3 | CL A COM |
| COHERENT CORP | 20 | 3 | COM |
| DATADOG INC | 27 | 3 | CL A COM |
| ISHARES TR | 49 | 3 | EAFE VALUE ETF |
| KLA CORP | 3 | 3 | COM NEW |
| OCCIDENTAL PETE CORP | 85 | 3 | COM |
| OLIN CORP | 180 | 3 | COM PAR $1 |
| OPENDOOR TECHNOLOGIES INC | 635 | 3 | COM |
| ROSS STORES INC | 17 | 3 | COM |
| TKO GROUP HOLDINGS INC | 17 | 3 | CL A |
| WASTE CONNECTIONS INC | 13 | 2 | COM |
| ZSCALER INC | 11 | 2 | COM |
| ALCON AG | 30 | 2 | ORD SHS |
| CONAGRA BRANDS INC | 167 | 2 | COM |
| DISNEY WALT CO | 26 | 2 | COM |
| ISHARES TR | 24 | 2 | SP SMCP600VL ETF |
| KYNDRYL HLDGS INC | 89 | 2 | COMMON STOCK |
| SAMSARA INC | 82 | 2 | COM CL A |
| VANECK ETF TRUST | 50 | 2 | GAMING ETF |
| ARK ETF TR | 60 | 1 | GENOMIC REV ETF |
| CHEMOURS CO | 167 | 1 | COM |
| D R HORTON INC | 10 | 1 | COM |
| FORD MTR CO | 150 | 1 | COM |
| HALEON PLC | 150 | 1 | SPON ADS |
| NORWEGIAN CRUISE LINE HLDG L | 50 | 1 | SHS |
| PROSHARES TR | 115 | 1 | ULTRA XRP ETF |
| THE CIGNA GROUP | 7 | 1 | COM |
| UNITED PARCEL SERVICE INC | 15 | 1 | CL B |
| VERIZON COMMUNICATIONS INC | 10 | 0 | COM |
| DEVON ENERGY CORP NEW | 20 | 0 | COM |
| OPENDOOR TECHNOLOGIES INC | 63 | 0 | *W EXP 11/20/202 |
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