Strategic Wealth Investment Group, LLC - Portfolio overview

Strategic Wealth Investment Group, LLC has 138 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTI - SPDR SERIES TRUST, 7.76%
2. VCIT - VANGUARD SCOTTSDALE FDS, 4.84%
3. BCUS - EXCHANGE LISTED FDS TR, 4.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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