Strategic Wealth Advisors LLC - Portfolio Stock Holdings

Strategic Wealth Advisors LLC disclosed 271 stock positions in a recent SEC 13F filing. $125,304,464 of stock holdings were filed, with the largest holdings including SPY, IVV, and VBK. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $325,156,321 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.