Strategic Wealth Investment Group, LLC
Q3 2026 13F filing
Updated 7 days ago100 disclosed positions worth $806.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $60.4M | 2.21M | 7.49% | — |
| 2 | V VANGUARD SCOTTSDALE FDS | $49.2M | 627.7K | 6.10% | — |
| 3 | ? N/A EXCHANGE LISTED FDS TR | $34.6M | 1.02M | 4.29% | — |
| 4 | A APPLE INC | $29.1M | 87.3K | 3.61% | — |
| 5 | A AMAZON COM INC | $28.8M | 115.4K | 3.57% | — |
| 6 | S STATE STR SPDR S&P 500 ETF T | $26.1M | 34.3K | 3.24% | — |
| 7 | M MICROSOFT CORP | $24.7M | 48.1K | 3.06% | — |
| 8 | N NVIDIA CORPORATION | $23.5M | 103.1K | 2.92% | — |
| 9 | M META PLATFORMS INC | $22.4M | 30.9K | 2.78% | — |
| 10 | A BROADCOM INC | $21.8M | 62.2K | 2.71% | — |
| 11 | S SPDR SERIES TRUST | $20.2M | 846.8K | 2.50% | — |
| 12 | G SPDR GOLD TR | $20.2M | 52.9K | 2.50% | — |
| 13 | J JPMORGAN CHASE & CO | $19.8M | 60.0K | 2.46% | — |
| 14 | T THERMO FISHER SCIENTIFIC INC | $19.6M | 29.0K | 2.43% | — |
| 15 | ? N/A EXCHANGE LISTED FDS TR | $17.1M | 592.9K | 2.12% | — |
| 16 | V VANGUARD INTL EQUITY INDEX F | $16.5M | 199.0K | 2.05% | — |
| 17 | G ALPHABET INC | $15.6M | 45.4K | 1.94% | — |
| 18 | C SALESFORCE INC | $13.2M | 57.6K | 1.64% | — |
| 19 | G GOLDMAN SACHS GROUP INC | $12.9M | 14.4K | 1.60% | — |
| 20 | ? N/A EA SERIES TRUST | $12.9M | 444.9K | 1.60% | — |
| 21 | V VISA INC | $12.2M | 33.9K | 1.51% | — |
| 22 | J JOHNSON & JOHNSON | $12.1M | 45.6K | 1.50% | — |
| 23 | V VANGUARD WHITEHALL FDS | $12M | 118.4K | 1.48% | — |
| 24 | L ELI LILLY & CO | $11.6M | 10.0K | 1.44% | — |
| 25 | C COSTCO WHOLESALE CORPORATION | $11.5M | 12.6K | 1.42% | — |
| 26 | N NEXTERA ENERGY INC | $10.8M | 143.1K | 1.34% | — |
| 27 | E EMERSON ELEC CO | $10.4M | 67.3K | 1.29% | — |
| 28 | S SELECT SECTOR SPDR TR | $10.2M | 257.4K | 1.26% | — |
| 29 | P PROCTER & GAMBLE CO | $10.1M | 69.5K | 1.25% | — |
| 30 | L LINDE PLC | $9.9M | 20.8K | 1.23% | — |
| 31 | C CROWDSTRIKE HLDGS INC | $9.9M | 37.2K | 1.22% | — |
| 32 | B BLACKSTONE INC | $9.5M | 84.8K | 1.18% | — |
| 33 | V VANGUARD INDEX FDS | $9.5M | 106.0K | 1.18% | — |
| 34 | O OREILLY AUTOMOTIVE INC | $9.3M | 109.0K | 1.15% | — |
| 35 | S SPDR SERIES TRUST | $9.3M | 101.0K | 1.15% | — |
| 36 | B BOSTON SCIENTIFIC CORP | $9M | 207.2K | 1.12% | — |
| 37 | N NETFLIX INC. | $8.9M | 128.1K | 1.11% | — |
| 38 | P PEPSICO INC | $8.7M | 68.3K | 1.07% | — |
| 39 | E ISHARES TR | $8.6M | 151.1K | 1.07% | — |
| 40 | B BOEING CO | $8.5M | 45.7K | 1.05% | — |
| 41 | D DANAHER CORP DEL | $8.4M | 38.1K | 1.05% | — |
| 42 | A ABBVIE INC | $8.3M | 31.9K | 1.03% | — |
| 43 | I INTERNATIONAL BUSINESS MACHS | $8.3M | 37.6K | 1.03% | — |
| 44 | U UBER TECHNOLOGIES INC | $8M | 116.8K | 0.99% | — |
| 45 | H HUBBELL INC | $7.4M | 16.3K | 0.92% | — |
| 46 | A AMERICAN EXPRESS CO | $7.1M | 23.2K | 0.88% | — |
| 47 | Q INVESCO QQQ TR | $6.7M | 9.1K | 0.83% | — |
| 48 | S SCHWAB STRATEGIC TR | $6.7M | 205.0K | 0.83% | — |
| 49 | X EXXONMOBIL HOLDINGS CORP | $5.2M | 31.9K | 0.64% | — |
| 50 | D DUKE ENERGY CORP NEW | $5M | 43.7K | 0.62% | — |