Strategic Wealth Advisors LLC - Portfolio overview
Strategic Wealth Advisors LLC has 260 reported holdings in this dataset, with the latest filing dated 2026-05-01.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 8.74%
- IVV - ISHARES TR, 7.31%
- VBK - VANGUARD INDEX FDS, 5.74%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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