AI Analysis · Q1 2026 · Q1 2026
Comprehensive 13F Analysis: Strategic Wealth Investment Group, LLC
Portfolio Overview
Strategic Wealth Investment Group, LLC has reported a substantial transformation in its investment portfolio for the period ending September 30, 2025. The firm experienced a massive expansion in Assets Under Management (AUM), with the total portfolio value surging by 906.0% from approximately $69.07M in the previous quarter to $694.82M. This nearly tenfold increase indicates a significant inf...
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.
Filing history
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