StockDriftsStockDriftsTop 50 Strategic Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 9.84% | 16.9K | $11.5M | +0.69%(+116) | $674.16(+15.01%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.66% | 13.1K | $9.0M | -6.23%(-869) | $676.62(+15.12%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 6.16% | 23.8K | $7.2M | +0.71%(+169) | $300.06(+22.12%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 5.54% | 30.6K | $6.5M | +0.29%(+87) | $210.30(+19.11%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.4% | 165.6K | $6.3M | -1.01%(-1.68K) | $37.24(+16.40%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.03% | 73.8K | $5.9M | -8.52%(-6.87K) | $79.80(-1.46%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.23% | 151.9K | $4.9M | -12.88%(-22.44K) | $32.20(+22.24%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.89% | 89.9K | $4.5M | -18.76%(-20.75K) | $50.65(-0.28%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.29% | 82.3K | $3.9M | -3.55%(-3.03K) | $46.27(+16.10%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.25% | 166.0K | $3.8M | -8.47%(-15.37K) | $23.37(+13.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.69% |
Strategic Wealth Advisors LLC reports $116.93M in US-listed equity holdings across 260 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.8%), IVV (7.7%) and VBK (6.2%). The top 20 holdings account for 77.38% of reported assets. Its disclosed equity book has returned +9.26% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107449). View Strategic Wealth Advisors LLC’s 13F filings on SEC