account_balance
Investment manager · 13F filer · SEC CIK 1802365
Strategic Wealth Investment Group, LLC
Reported value$806Mas of Sep 30, 2026
Positions100 4 new, 8 sold out
Top 10 weight39.8%SPTI alone is 7%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTISPDR Series Trust
7.5%
VCITVanguard Scottsdale FDS
6.1%
BCUSExchange Listed FDS Tr
4.3%
AAPLApple Inc.
3.6%Trimmed −6%
AMZNAmazon.com Inc
3.6%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
3.2%
MSFTMicrosoft Corp
3.1%Trimmed −11%
NVDANVIDIA Corp
2.9%Trimmed −5%
METAMeta Platforms, Inc.
2.8%Trimmed −3%
AVGOBroadcom Inc.
2.7%Trimmed −3%
SPTLSPDR Series Trust
2.5%
GLDSPDR Gold Trust
2.5%
SPTISPDR Series Trust
7.5%
VCITVanguard Scottsdale FDS
6.1%
BCUSExchange Listed FDS Tr
4.3%
AAPLApple Inc.
3.6%−6%
AMZNAmazon.com Inc
3.6%−5%
SPYSPDR S&P 500 ETF Trust
3.2%
MSFTMicrosoft Corp
3.1%
NVDANVIDIA Corp
2.9%
METAMeta Platforms, Inc.
2.8%
AVGO2.7%SPTL2.5%
GLD2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTI SPDR Series Trust 7.5% Held
VCIT Vanguard Scottsdale FDS 6.1% Held
BCUS Exchange Listed FDS Tr 4.3% Held
AAPL Apple Inc. 3.6% Trimmed −6%AMZN Amazon.com Inc 3.6% Trimmed −5%SPY SPDR S&P 500 ETF Trust 3.2% HeldMSFT Microsoft Corp 3.1% Trimmed −11%NVDA NVIDIA Corp 2.9% Trimmed −5%META Meta Platforms, Inc. 2.8% Trimmed −3%AVGO Broadcom Inc. 2.7% Trimmed −3%SPTL SPDR Series Trust 2.5% Held
GLD SPDR Gold Trust 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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