Strategic Wealth Investment Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Strategic Wealth Investment Group, LLC held in its portfolio 90 assets valued at $813,629,228 (i.e. $813.63M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($106.43M), VANGUARD SCOTTSDALE FDS ($39.62M), and EXCHANGE LISTED FDS TR ($36.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Strategic Wealth Investment Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 3460320 | 106434460 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 473101 | 39622239 | INT-TERM CORP |
| EXCHANGE LISTED FDS TR | 1118553 | 36102626 | BANCREEK US LARG |
| AMAZON COM INC | 142132 | 32806908 | COM |
| MICROSOFT CORP | 58209 | 28151269 | COM |
| APPLE INC | 101275 | 27532660 | COM |
| BROADCOM INC | 70389 | 24361751 | COM |
| SPDR S&P 500 ETF TR | 35152 | 23970973 | TR UNIT |
| JPMORGAN CHASE & CO. | 70211 | 22623369 | COM |
| NVIDIA CORPORATION | 118734 | 22143971 | COM |
| META PLATFORMS INC | 31431 | 20747120 | CL A |
| THERMO FISHER SCIENTIFIC INC | 34741 | 20130508 | COM |
| SPDR GOLD TR | 49807 | 19739012 | GOLD SHS |
| ALPHABET INC | 52133 | 16317514 | CAP STK CL A |
| VANGUARD INDEX FDS | 177670 | 15721991 | REAL ESTATE ETF |
| VANECK ETF TRUST | 528207 | 15510815 | FALLEN ANGEL HG |
| GOLDMAN SACHS GROUP INC | 17398 | 15293000 | COM |
| SALESFORCE INC | 57074 | 15119576 | COM |
| HUBBELL INC | 32797 | 14565254 | COM |
| VISA INC | 39452 | 13836228 | COM CL A |
| ELI LILLY & CO | 12318 | 13237581 | COM |
| EXCHANGE LISTED FDS TR | 462943 | 12924871 | BANCREEK INT LC |
| JOHNSON & JOHNSON | 60320 | 12483155 | COM |
| DANAHER CORPORATION | 52988 | 12130052 | COM |
| AMERICAN EXPRESS CO | 32440 | 12001103 | COM |
| VANGUARD WHITEHALL FDS | 130270 | 11724278 | INTL HIGH ETF |
| UBER TECHNOLOGIES INC | 128439 | 10494751 | COM |
| PROCTER AND GAMBLE CO | 71007 | 10175962 | COM |
| MARSH & MCLENNAN COS INC | 53419 | 9910358 | COM |
| BOEING CO | 45637 | 9908705 | COM |
| PEPSICO INC | 68140 | 9779392 | COM |
| LINDE PLC | 22907 | 9767151 | SHS |
| BLACKSTONE INC | 63070 | 9721656 | COM |
| BOSTON SCIENTIFIC CORP | 101681 | 9695283 | COM |
| ABBVIE INC | 42081 | 9615130 | COM |
| INTERNATIONAL BUSINESS MACHS | 31927 | 9457008 | COM |
| OREILLY AUTOMOTIVE INC | 102822 | 9378395 | COM |
| COSTCO WHSL CORP NEW | 10257 | 8844845 | COM |
| DUKE ENERGY CORP NEW | 74570 | 8740343 | COM NEW |
| ISHARES TR | 183236 | 7683099 | GLOBAL ENERG ETF |
| INVESCO QQQ TR | 11693 | 7183104 | UNIT SER 1 |
| ISHARES TR | 216417 | 6700258 | PFD AND INCM SEC |
| WASTE MGMT INC DEL | 28028 | 6158092 | COM |
| SELECT SECTOR SPDR TR | 129228 | 5516734 | STATE STREET UTI |
| NETFLIX INC | 56822 | 5327631 | COM |
| VANGUARD INTL EQUITY INDEX F | 67074 | 4933977 | ALLWRLD EX US |
| EXXON MOBIL CORP | 33193 | 3994415 | COM |
| ABRDN PRECIOUS METALS BASKET | 12121 | 2492078 | PHYSCL PRECS MET |
| ARK ETF TR | 20469 | 2346976 | AUTNMUS TECHNLGY |
| EA SERIES TRUST | 76891 | 2078818 | COASTAL COMPASS |
| GLOBAL X FDS | 34165 | 2068005 | GLB X MLP ENRG I |
| ARK ETF TR | 23771 | 1828465 | INNOVATION ETF |
| AMPLIFY ETF TR | 30121 | 1713565 | BLOCKCHAIN TECHN |
| ISHARES TR | 22994 | 1603581 | FUTURE EXPONENTI |
| VANGUARD WORLD FD | 7586 | 1574467 | MATERIALS ETF |
| VANECK ETF TRUST | 21468 | 1562685 | AGRIBUSINESS ETF |
| VANGUARD INDEX FDS | 2726 | 1329847 | GROWTH ETF |
| TESLA INC | 2939 | 1321727 | COM |
| ACCENTURE PLC IRELAND | 4903 | 1315475 | SHS CLASS A |
| WISDOMTREE TR | 26069 | 1206755 | INDIA ERNGS FD |
| AMPHENOL CORP NEW | 8188 | 1106526 | CL A |
| HOULIHAN LOKEY INC | 4986 | 868528 | CL A |
| VANGUARD SPECIALIZED FUNDS | 3652 | 802563 | DIV APP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 2389 | 725925 | SPONSORED ADS |
| SPDR INDEX SHS FDS | 9188 | 704781 | PORTFLI MSCI GBL |
| AMPLIFY ETF TR | 8289 | 666187 | AMPLIFY CYBERSEC |
| PROSHARES TR | 5994 | 623833 | S&P 500 DV ARIST |
| CAPITAL ONE FINL CORP | 2301 | 557670 | COM |
| WALMART INC | 4950 | 551450 | COM |
| MCDONALDS CORP | 1777 | 542956 | COM |
| VANGUARD INDEX FDS | 1567 | 525486 | TOTAL STK MKT |
| STERIS PLC | 1606 | 407153 | SHS USD |
| ISHARES TR | 5811 | 403415 | CORE DIV GRWTH |
| KEYSIGHT TECHNOLOGIES INC | 1833 | 372447 | COM |
| DISNEY WALT CO | 2941 | 334640 | COM |
| ISHARES TR | 471 | 322714 | CORE S&P500 ETF |
| VANGUARD WORLD FD | 389 | 293280 | INF TECH ETF |
| COCA COLA CO | 4193 | 293162 | COM |
| TRUIST FINL CORP | 5727 | 281818 | COM |
| VANGUARD WHITEHALL FDS | 1946 | 279317 | HIGH DIV YLD |
| BERKSHIRE HATHAWAY INC DEL | 541 | 271934 | CL B NEW |
| HOME DEPOT INC | 761 | 261993 | COM |
| FIDELITY COVINGTON TRUST | 6495 | 247926 | ENHANCED LARGE |
| VANGUARD INDEX FDS | 827 | 240012 | MID CAP ETF |
| ALPHABET INC | 713 | 223739 | CAP STK CL C |
| MARRIOTT INTL INC NEW | 719 | 222992 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 799 | 215075 | DJ INTERNT IDX |
| MCKESSON CORP | 259 | 212455 | COM |
| CINCINNATI FINL CORP | 1250 | 204150 | COM |
| UNITED PARCEL SERVICE INC | 2058 | 204084 | CL B |
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