Strategic Wealth Investment Group, LLC: 13F holdings
CIK 18023652026Q2
| Positions | 104 |
|---|---|
| Reported value | $824.7m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPTI SPDR SERIES TRUST | 2,256,234 | $64.1m | 7.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 631,125 | $52.2m | 6.3% |
| EXCHANGE LISTED FDS TR | 1,039,253 | $38.5m | 4.7% |
| AMZN AMAZON COM INC | 121,847 | $29.0m | 3.5% |
| AAPL APPLE INC | 92,998 | $26.9m | 3.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 34,300 | $25.6m | 3.1% |
| AVGO BROADCOM INC | 64,070 | $24.2m | 2.9% |
| SPTL SPDR SERIES TRUST | 860,439 | $22.6m | 2.7% |
| NVDA NVIDIA CORPORATION | 108,010 | $21.6m | 2.6% |
| JPM JPMORGAN CHASE & CO | 63,927 | $20.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802365")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.