Strategic Wealth Investment Group, LLC
CIK 1802365
13F filing for Q2 2026・No. 2,898
- Holdings
- US$824.75M
- Quarter change
- +US$36.69M
- Entries
- 104
- Net bought (estimate)
- −US$4.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 5
- Cut 52
- Added 34
- Corporate actions 0
- Unchanged 3
Largest holdings
104 stocks worth US$824.75M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST INTER ETF | Added | 2,256,234 | US$64.05M | 7.77% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 631,125 | US$52.16M | 6.32% |
| EXCHANGE LISTED FDS TRBANC US LARG ETF | Cut | 1,039,253 | US$38.5M | 4.67% |
| AMZNAmazonCOM | Cut | 121,847 | US$29.04M | 3.52% |
| AAPLAppleCOM | Cut | 92,998 | US$26.91M | 3.26% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 34,300 | US$25.61M | 3.11% |
| AVGOBroadcomCOM | Cut | 64,070 | US$24.2M | 2.93% |
| SPDR SERIES TRUSTST LON TREAS ETF | Cut | 860,439 | US$22.57M | 2.74% |
| NVDANvidiaCOM | Cut | 108,010 | US$21.61M | 2.62% |
| JPMJPMORGAN CHASE & COCOM | Cut | 63,927 | US$20.93M | 2.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.