Strategic Wealth Investment Group, LLC - Portfolio Stock Holdings
Strategic Wealth Investment Group, LLC disclosed 108 stock positions in a recent SEC 13F filing. $812,619,392 of stock holdings were filed, with the largest holdings including SPTI, VCIT, and BCUS. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,384,291,490 and has 88 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
108Est. Stock Holding Value:
$812,619,392Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Wealth Investment Group, LLC
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Stock
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% of Portfolio
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