Strategic Wealth Advisors LLC: 13F holdings
CIK 21074492026Q2
| Positions | 260 |
|---|---|
| Reported value | $116.9m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY SPDR S&P 500 ETF TR | 16,874 | $11.5m | 9.8% |
| IVV ISHARES TR | 13,076 | $9.0m | 7.7% |
| VBK VANGUARD INDEX FDS | 23,848 | $7.2m | 6.2% |
| VBR VANGUARD INDEX FDS | 30,576 | $6.5m | 5.5% |
| DFAI DIMENSIONAL ETF TRUST | 165,561 | $6.3m | 5.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 73,769 | $5.9m | 5.0% |
| DFAE DIMENSIONAL ETF TRUST | 151,869 | $4.9m | 4.2% |
| JPST J P MORGAN EXCHANGE TRADED F | 89,892 | $4.5m | 3.9% |
| PAVE DIMENSIONAL ETF TRUST | 82,320 | $3.9m | 3.3% |
| DIMENSIONAL ETF TRUST | 165,957 | $3.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107449")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.