Strategic Wealth Investment Group, LLC holds a diversified book of 104 stocks worth $824.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened NextEra Energy Inc and trimmed Bancreek U.S. Large Cap ETF. Their largest long position is SS SPDR P Int Term Tsy ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Strategic Wealth Investment Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Strategic Wealth Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 80 / 80 | $151.6B |
| Envestnet Portfolio Solutions, Inc. | 78 / 80 | $3.7B |
| CoreCap Advisors, LLC | 78 / 80 | $469.1M |
| MORGAN STANLEY | 77 / 80 | $578.7B |
| JPMORGAN CHASE & CO | 77 / 80 | $513.3B |
| ROYAL BANK OF CANADA | 77 / 80 | $160.4B |
| PNC FINANCIAL SERVICES GROUP, INC. | 77 / 80 | $95.1B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $82.9B |
Ranked by how many of Strategic Wealth Investment Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST INTER ETF | $64.1M | 2.26M | 7.8% | ▲+1.9% Added · +41K sh | |
| 2 | Vanguard Scottsdale FDS INT-TERM CORP | $52.2M | 631.1K | 6.3% | ▲+32% Added · +152K sh | |
| 3 | Exchange Listed FDS TR BANC US LARG ETF | $38.5M | 1.04M | 4.7% | ▼−8.4% Reduced · −95K sh | |
| 4 | Amazon Com Inc COM | $29.0M | 121.8K | 3.5% | ▼−16% Reduced · −24K sh | |
| 5 | Apple Inc COM | $26.9M | 93.0K | 3.3% | ▼−7.4% Reduced · −7K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $25.6M | 34.3K | 3.1% | ▼−1.4% Reduced · −481 sh | |
| 7 | Broadcom Inc COM | $24.2M | 64.1K | 2.9% | ▼−9.1% Reduced · −6K sh | |
| 8 | SPDR Series Trust ST LON TREAS ETF | $22.6M | 860.4K | 2.7% | ▼−23% Reduced · −251K sh | |
| 9 | Nvidia Corporation COM | $21.6M | 108.0K | 2.6% | ▼−8.5% Reduced · −10K sh | |
| 10 | JPMorgan Chase & Co COM | $20.9M | 63.9K | 2.5% | ▼−9.7% Reduced · −7K sh | |
| 11 | Microsoft Corp COM | $20.2M | 54.2K | 2.5% | ▼−16% Reduced · −10K sh | |
| 12 | SPDR Gold TR GOLD SHS | $19.6M | 53.3K | 2.4% | ▲+11% Added · +5K sh | |
| 13 | Exchange Listed FDS TR BANCREEK INT LC | $18.1M | 604.3K | 2.2% | ▲+17% Added · +90K sh | |
| 14 | Meta Platforms Inc CL A | $17.9M | 31.7K | 2.2% | ▼−4.8% Reduced · −2K sh | |
| 15 | Vanguard Intl Equity Index F ALLWRLD EX US | $16.9M | 202.3K | 2.1% | ▲+171% Added · +128K sh | |
| 16 | Alphabet Inc CAP STK CL A | $16.7M | 46.8K | 2.0% | ▼−6.9% Reduced · −3K sh | |
| 17 | Thermo Fisher Scientific Inc COM | $16.0M | 31.9K | 1.9% | ▼−12% Reduced · −4K sh | |
| 18 | Goldman Sachs Group Inc COM | $15.0M | 14.8K | 1.8% | ▼−15% Reduced · −3K sh | |
| 19 | Hubbell Inc COM | $13.7M | 26.2K | 1.7% | ▼−19% Reduced · −6K sh | |
| 20 | Eli Lilly & Co COM | $12.7M | 10.6K | 1.5% | ▼−12% Reduced · −2K sh | |
| 21 | NextEra Energy Inc COM | $12.5M | 142.3K | 1.5% | ▲New New position | |
| 22 | Visa Inc COM CL A | $12.5M | 36.4K | 1.5% | ▼−10% Reduced · −4K sh | |
| 23 | Johnson & Johnson COM | $12.2M | 48.0K | 1.5% | ▼−18% Reduced · −10K sh | |
| 24 | Vanguard Whitehall FDS INTL HIGH ETF | $12.1M | 123.6K | 1.5% | ▼−4.1% Reduced · −5K sh | |
| 25 | SPDR Series Trust ST STR BLO 1 ETF | $12.0M | 131.2K | 1.5% | ▲+2.0% Added · +3K sh | |
| 26 | Costco Wholesale Corporation COM | $11.7M | 12.5K | 1.4% | ▲+20% Added · +2K sh | |
| 27 | Select Sector SPDR TR ST STR UTIL ETF | $11.6M | 256.7K | 1.4% | ▲+100% Added · +129K sh | |
| 28 | Linde PLC SHS | $11.1M | 21.4K | 1.3% | ▼−7.4% Reduced · −2K sh | |
| 29 | Vanguard Index FDS REAL ESTATE ETF | $11.1M | 115.0K | 1.3% | ▼−37% Reduced · −67K sh | |
| 30 | Blackstone Inc COM | $10.5M | 89.4K | 1.3% | ▲+23% Added · +17K sh | |
| 31 | Procter & Gamble Co COM | $10.4M | 71.1K | 1.3% | ▼−0.6% Reduced · −449 sh | |
| 32 | Boeing Co COM | $10.0M | 46.2K | 1.2% | ▲+0.1% Added · +51 sh | |
| 33 | Emerson Elec Co COM | $10.0M | 69.8K | 1.2% | ▲New New position | |
| 34 | Oreilly Automotive Inc COM | $10.0M | 108.3K | 1.2% | ▲+2.9% Added · +3K sh | |
| 35 | International Business Machs COM | $9.9M | 35.2K | 1.2% | ▲+3.8% Added · +1K sh | |
| 36 | Salesforce Inc COM | $9.6M | 61.4K | 1.2% | ▼−1.8% Reduced · −1K sh | |
| 37 | Abbvie Inc COM | $9.3M | 37.0K | 1.1% | ▼−13% Reduced · −5K sh | |
| 38 | Pepsico Inc COM | $9.2M | 68.1K | 1.1% | ▼−0.8% Reduced · −554 sh | |
| 39 | Netflix Inc. COM | $9.1M | 127.6K | 1.1% | ▲+97% Added · +63K sh | |
| 40 | Boston Scientific Corp COM | $8.9M | 209.6K | 1.1% | ▲+80% Added · +93K sh | |
| 41 | Uber Technologies Inc COM | $8.8M | 121.7K | 1.1% | ▼−9.0% Reduced · −12K sh | |
| 42 | American Express Co COM | $8.2M | 24.2K | 1.0% | ▼−26% Reduced · −9K sh | |
| 43 | Ishares TR GLOBAL ENERG ETF | $7.7M | 157.6K | 0.9% | ▼−12% Reduced · −22K sh | |
| 44 | Danaher Corp Del COM | $7.6M | 40.0K | 0.9% | ▼−25% Reduced · −13K sh | |
| 45 | Crowdstrike Hldgs Inc CL A | $7.5M | 9.8K | 0.9% | ▲New New position | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $6.7M | 211.7K | 0.8% | ▲New New position | |
| 47 | Invesco QQQ TR UNIT SER 1 | $6.6M | 9.0K | 0.8% | ▼−20% Reduced · −2K sh | |
| 48 | Duke Energy Corp New COM NEW | $6.1M | 48.3K | 0.7% | ▼−36% Reduced · −28K sh | |
| 49 | Waste Mgmt Inc Del COM | $4.9M | 22.0K | 0.6% | ▼−22% Reduced · −6K sh | |
| 50 | Exxon Mobil Corp COM | $4.7M | 34.7K | 0.6% | ▼−1.3% Reduced · −464 sh |
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Use Arkolith to show Strategic Wealth Investment Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.