13F Insight
DOSSIER · 13F-HR · Q3 2026

Strategic Wealth Investment Group, LLC

$806M in tracked AUM across 100 positions as of Q3 2026.

SW
CIK 0001802365 · last filed Sep 30, 2026
Total AUM
$806M
as of Q3 2026
Holdings
100
−4 QoQ
positions
Whale Score
58
58
tracked
Activity
105
+5 new, −9 sold
changes this Q
AI Analysis · Q3 2026

Strategic Wealth Investment Group, LLC filed its latest 13F-HR for Q3 2026. 105 position changes this quarter — 5 new, 9 exited, 28 added, 63 trimmed.

Quarter at a glance — Q3 2026

105 material changes this filing.

ADD
ROPEEA SERIES TRUST
+318K sh
+$9M
1.6%
TRIM
HUBBHUBBELL INC
-10K sh
$-6M
0.9%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+32K sh
+$5M
0.6%
EXIT
XOMEXXON MOBIL CORP
-35K sh
$-5M
—
TRIM
METAMETA PLATFORMS INC
-800 sh
+$5M
2.8%
TRIM
MSFTMICROSOFT CORP
-6K sh
+$4M
3.1%
TRIM
BCUSEXCHANGE LISTED FDS TR
-18K sh
$-4M
4.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPTI
SPDR SERIES TRUST
$60M2.2M7.5%02
VCIT
VANGUARD SCOTTSDALE FDS
$49M628K6.1%03
BCUS
EXCHANGE LISTED FDS TR
$35M1.0M4.3%04
AAPL
APPLE INC
$29M87K3.6%05
AMZN
AMAZON COM INC
$29M115K3.6%06
SPY
STATE STR SPDR S&P 500 ETF T
$26M34K3.2%07
MSFT
MICROSOFT CORP
$25M48K3.1%08
NVDA
NVIDIA CORPORATION
$24M103K2.9%09
META
META PLATFORMS INC
$22M31K2.8%10
AVGO
BROADCOM INC
$22M62K2.7%

Filing history

2026Q3Sep 30
$806M▼ 2.2%
100 positionsView →2026Q2Jun 30
$825M▲ 4.7%
104 positionsView →2026Q1Mar 31
$788M▼ 3.1%
94 positionsView →2025Q4Dec 31
$814M▲ 17.1%
93 positionsView →2025Q3Sep 30
$695M▲ 906.0%
61 positionsLocked2025Q2Jun 30
$69M▲ 20.2%
160 positionsLocked2025Q1Mar 31
$57M▼ 96.8%
47 positionsLocked2024Q4Dec 31
$1.8B▲ 94.0%
264 positionsLocked2024Q3Sep 30
$933M▲ 18.0%
129 positionsLocked2024Q2Jun 30
$791M▲ 18.9%
135 positionsLocked2023Q4Dec 31
$665M▲ 20.6%
130 positionsLocked2023Q3Sep 30
$552M▼ 12.5%
102 positionsLocked
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