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Filers›Asset Manager›Strategic Wealth Investment Group, LLC
DOSSIER · 13F-HR · Q1 2026

Strategic Wealth Investment Group, LLC

Strategic Wealth Investment's asset manager based in New York, NY — $788M in tracked AUM across 94 positions as of Q1 2026.

SW
Strategic Wealth Investment·New York, NY·Asset Manager
CIK 0001802365 · last filed Mar 31, 2026
Total AUM
$788M
▼ 15.2%
vs prior
Holdings
94
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
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.

#HoldingValueSharesWeight
01
SPTI
SPDR SERIES TRUST
$63M2.2M8.1%
02
VCIT
VANGUARD SCOTTSDALE FDS
$40M479K5.0%
03
BCUS
EXCHANGE LISTED FDS TR
$36M1.1M4.6%
04
AMZN
AMAZON COM INC
$30M146K3.9%
05
SPTL
SPDR SERIES TRUST
$29M1.1M3.7%
06
AAPL
APPLE INC
$25M100K3.2%
07
MSFT
MICROSOFT CORP
$24M64K3.0%
08
SPY
STATE STR SPDR S&P 500 ETF T
$23M35K2.9%
09
AVGO
BROADCOM INC
$22M70K2.8%
10
JPM
JPMORGAN CHASE & CO
$21M71K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Strategic
haiku-4-5 · 94 positions indexed
Sector mix
  • Tech25%
  • Financials7%
  • Communications16%
  • Industrials9%
  • Energy4%
  • Other39%
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