StockDriftsStockDriftsTop 50 Strategic Wealth Investment Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | 7.77% | 2.26M | $64.1M | +1.87%(+41.41K) | $28.82(-2.43%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.32% | 631.1K | $52.2M | +31.75%(+152.08K) | $83.27(-2.55%) | 2026-06-30 | |
| BCUS | EXCHANGE LISTED FDS TR | 4.67% | 1.04M | $38.5M | -8.36%(-94.85K) | $32.05(+13.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.52% | 121.8K | $29.0M | -16.41%(-23.93K) | $214.55(+22.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.26% | 93.0K | $26.9M | -7.38%(-7.41K) | $227.84(+34.03%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.11% | 34.3K | $25.6M | -1.38%(-481) | $632.13(+22.66%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.93% | 64.1K | $24.2M | -9.10%(-6.42K) | $299.99(+31.26%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 2.74% | 860.4K | $22.6M | -22.56%(-250.67K) | $26.99(-7.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.62% | 108.0K | $21.6M | -8.53%(-10.07K) | $163.81(+38.00%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.54% | 63.9K | $20.9M | -9.66%(-6.83K) | $293.99(+24.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.19% | +33.80% | +4.02% | +21.80% |
| Top 20 Holdings Unweighted | +13.98% | +48.08% | +5.86% | +32.95% |
Strategic Wealth Investment Group, LLC reports $824.75M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are SPTI (7.8%), VCIT (6.3%) and BCUS (4.7%). The top 20 holdings account for 59.71% of reported assets. Its disclosed equity book has returned +33.80% on a three-year cumulative basis. 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 Investment Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802365). View Strategic Wealth Investment Group, LLC’s 13F filings on SEC