DOSSIER · 13F-HR · Q1 2026

Strategic Wealth Advisors LLC

$125M in tracked AUM across 267 positions as of Q1 2026.

SW
CIK 0002107449 · last filed Mar 31, 2026
Total AUM
$125M
as of Q1 2026
Holdings
267
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Strategic Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$11M17K8.7%
02
IVV
ISHARES TR
$9M14K7.3%
03
VBK
VANGUARD INDEX FDS
$7M24K5.7%
04
VBR
VANGUARD INDEX FDS
$7M30K5.3%
05
DFAI
DIMENSIONAL ETF TRUST
$7M167K5.2%
06
VCSH
VANGUARD SCOTTSDALE FDS
$6M81K5.1%
07
DFAE
DIMENSIONAL ETF TRUST
$6M174K4.7%
08
JPST
J P MORGAN EXCHANGE TRADED F
$6M111K4.5%
09
DFAR
DIMENSIONAL ETF TRUST
$4M181K3.4%
10
VUSB
VANGUARD BD INDEX FDS
$4M86K3.4%

Filing history

2026Q1Mar 31
$125M 6.6%
267 positionsView →
2025Q4Dec 31
$117M
260 positionsView →