Strategic Wealth Investment Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Strategic Wealth Investment Group, Llc disclosed 100 stock positions valued at approximately $824.75M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, VANGUARD SCOTTSDALE FDS, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 100
- Portfolio Value
- $824.75M
Holdings by Sector
Strategic Wealth Investment Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPTI | Other | 7.77% | 2,256,234 | +41,405 | +1.87% | $64,054,492 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 6.32% | 631,125 | +152,078 | +31.75% | $52,162,498 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.52% | 121,847 | -23,926 | -16.41% | $29,041,014 |
| APPLE INC | AAPL | Technology | 3.26% | 92,998 | -7,411 | -7.38% | $26,909,920 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.11% | 34,300 | -481 | -1.38% | $25,614,275 |
| BROADCOM INC | AVGO | Technology | 2.93% | 64,070 | -6,415 | -9.10% | $24,202,267 |
| SPDR SERIES TRUST | SPTL | Other | 2.74% | 860,439 | -250,670 | -22.56% | $22,569,307 |
| NVIDIA CORPORATION | NVDA | Technology | 2.62% | 108,010 | -10,074 | -8.53% | $21,611,772 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.54% | 63,927 | -6,834 | -9.66% | $20,925,116 |
| MICROSOFT CORP | MSFT | Technology | 2.45% | 54,215 | -10,186 | -15.82% | $20,223,251 |
| SPDR GOLD TR | GLD | Other | 2.38% | 53,252 | +5,098 | +10.59% | $19,616,972 |
| META PLATFORMS INC | META | Communication Services | 2.17% | 31,747 | -1,591 | -4.77% | $17,882,913 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.05% | 202,266 | +127,631 | +171.01% | $16,939,744 |
| ALPHABET INC | GOOGL | Communication Services | 2.03% | 46,826 | -3,450 | -6.86% | $16,734,070 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.94% | 31,916 | -4,240 | -11.73% | $16,001,419 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.81% | 14,800 | -2,513 | -14.52% | $14,968,351 |
| HUBBELL INC | HUBB | Industrials | 1.66% | 26,154 | -6,151 | -19.04% | $13,683,760 |
| ELI LILLY & CO | LLY | Healthcare | 1.54% | 10,568 | -1,505 | -12.47% | $12,675,953 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.51% | 142,330 | +142,330 | +100.00% | $12,492,336 |
| VISA INC | V | Financial Services | 1.51% | 36,394 | -4,112 | -10.15% | $12,486,256 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.48% | 48,023 | -10,326 | -17.70% | $12,196,299 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 1.47% | 123,648 | -5,312 | -4.12% | $12,142,269 |
| SPDR SERIES TRUST | BIL | Other | 1.46% | 131,216 | +2,564 | +1.99% | $12,024,622 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.42% | 12,485 | +2,089 | +20.09% | $11,679,660 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.41% | 256,746 | +128,528 | +100.24% | $11,640,868 |
| LINDE PLC | LIN | Other | 1.35% | 21,418 | -1,714 | -7.41% | $11,114,421 |
| VANGUARD INDEX FDS | VNQ | Other | 1.34% | 115,029 | -67,171 | -36.87% | $11,092,243 |
| BLACKSTONE INC | BX | Financial Services | 1.28% | 89,405 | +16,736 | +23.03% | $10,520,301 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.26% | 71,103 | -449 | -0.63% | $10,426,606 |
| BOEING CO | BA | Industrials | 1.21% | 46,178 | +51 | +0.11% | $9,996,152 |
Showing 30 of 100 holdings in the latest reporting period.