account_balance
Investment manager · 13F filer · SEC CIK 2107449
Strategic Wealth Advisors LLC
Reported value$134Mas of Sep 30, 2026
Positions51 0 new, 209 sold out
Top 10 weight56.5%SPY alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
9.5%
IVViShares Tr
8.3%Added +11%
VBKVanguard Index FDS
5.9%Trimmed −2%
DFAEDimensional ETF Trust
5.6%Added +26%
DFAIDimensional ETF Trust
5.3%Added +4%
VBRVanguard Index FDS
5.2%
VCSHVanguard Scottsdale FDS
4.9%Added +14%
JPSTJ P Morgan Exchange Traded F
4.6%Added +35%
DFAUDimensional ETF Trust
3.9%Added +21%
DFARDfa Invt Dimensions Group In
3.4%Added +13%
VUSBVanguard Bd Index FDS
3.4%+224%
IWDiShares Tr
3.1%
SPYSPDR S&P 500 ETF Trust
9.5%
IVViShares Tr
8.3%Added +11%
VBKVanguard Index FDS
5.9%−2%
DFAEDimensional ETF Trust
5.6%+26%
DFAIDimensional ETF Trust
5.3%+4%
VBRVanguard Index FDS
5.2%
VCSHVanguard Scottsdale FDS
4.9%
JPSTJ P Morgan Exchange Traded F
4.6%
DFAUDimensional ETF Trust
3.9%
DFAR3.4%
VUSB3.4%
IWD3.1%
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
SPY SPDR S&P 500 ETF Trust 9.5% Held
IVV iShares Tr 8.3% Added +11%
VBK Vanguard Index FDS 5.9% Trimmed −2%
DFAE Dimensional ETF Trust 5.6% Added +26%
DFAI Dimensional ETF Trust 5.3% Added +4%
VBR Vanguard Index FDS 5.2% Held
VCSH Vanguard Scottsdale FDS 4.9% Added +14%
JPST J P Morgan Exchange Traded F 4.6% Added +35%
DFAU Dimensional ETF Trust 3.9% Added +21%
DFAR Dfa Invt Dimensions Group In 3.4% Added +13%
VUSB Vanguard Bd Index FDS 3.4% Added +224%
IWD iShares Tr 3.1% Added +26%
What changed
Biggest moves since Jun 30, 2026
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