Strategic Wealth Investment Group, LLC - Portfolio Stock Holdings
Strategic Wealth Investment Group, LLC disclosed 99 stock positions in a recent SEC 13F filing. $781,474,092 of stock holdings were filed, with the largest holdings including SPTI, VCIT, and BCUS. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.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:
March 31, 2026No. of Stocks:
99Est. Stock Holding Value:
$781,474,092Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Wealth Investment Group, LLC
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