Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC reported 104 positions worth $824.7M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SPTI (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTI | SH | $64.1M | 7.77% | 2,256,234 | — | — | |
| ▸ 2 | VCIT | SH | $52.2M | 6.33% | 631,125 | — | — | |
| ▸ 3 | BCUS | SH | $38.5M | 4.67% | 1,039,253 | — | — | |
| ▸ 4 | AMZN | SH | $29.0M | 3.52% | 121,847 | — | — | |
| ▸ 5 | AAPL | SH | $26.9M | 3.26% | 92,998 | — | — | |
| ▸ 6 | SPY | SH | $25.6M | 3.11% | 34,300 | — | — | |
| ▸ 7 | AVGO | SH | $24.2M | 2.94% | 64,070 | — | — | |
| ▸ 8 | SPTL | SH | $22.6M | 2.74% | 860,439 | — | — | |
| ▸ 9 | NVDA | SH | $21.6M | 2.62% | 108,010 | — | — | |
| ▸ 10 | JPM | SH | $20.9M | 2.54% | 63,927 | — | — |
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Frequently Asked Questions
What stocks does Strategic Wealth Investment Group, LLC hold as of Q2 2026?
Strategic Wealth Investment Group, LLC reported 104 positions worth $824.7M in its Q2 2026 13F filing. Largest positions: SPTI (7.8%), VCIT (6.3%), BCUS (4.7%), AMZN (3.5%) and AAPL (3.3%).
What did Strategic Wealth Investment Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Strategic Wealth Investment Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.