Strategic Wealth Investment Group, LLC Portfolio Holdings

Strategic Wealth Investment Group, LLC

  • $1.1 Billion
  • Q3 2025

Strategic Wealth Investment Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.1 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Int with a value of $96.3M, Vanguard Intermediate Term Cor with a value of $52.3M, Spdr Portfolio Long Term Treas with a value of $47.3M, Spdr S&P 500 ETF Trust with a value of $46.7M, and Microsoft Corp with a value of $44.2M.

Examining the 13F form we can see an increase of $1.03B in the current position value, from $65.3M to 1.1B.

Below you can find more details about Strategic Wealth Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Billion
ETFs: $449 Million
Technology: $203 Million
Financial Services: $119 Million
Healthcare: $97.7 Million
Consumer Cyclical: $63.3 Million
Communication Services: $61.2 Million
Consumer Defensive: $44.7 Million
Industrials: $42 Million
Other: $16.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96.3 Million 8.78% of portfolio
3,332,068
Q3 2025 Added 4,104.66%
$0
$52.3 Million 4.77% of portfolio
622,260
Q3 2025 Added 3,236.69%
$0
$47.3 Million 4.31% of portfolio
1,755,648
Q3 2025 Added 1,792.41%
$0
$46.7 Million 4.26% of portfolio
70,094
Q3 2025 Added 2,126.62%
$3.78T
$44.2 Million 4.03% of portfolio
85,432
Q3 2025 Added 1,486.78%
$2.39T
$44.1 Million 4.02% of portfolio
200,732
Q3 2025 Added 1,613.46%
$4.3T
$37.7 Million 3.44% of portfolio
148,090
Q3 2025 Added 1,242.49%
$139B
$33.7 Million 3.07% of portfolio
102,088
Q3 2025 Added 1,269.94%
$465B
$32.5 Million 2.97% of portfolio
174,425
Q3 2025 Added 1,112.55%
$1.37T
$32.1 Million 2.93% of portfolio
43,767
Q3 2025 Added 1,304.59%
$881B
$31.7 Million 2.89% of portfolio
100,485
Q3 2025 Added 1,471.55%
$130B
$30.5 Million 2.78% of portfolio
85,793
Q3 2025 Added 2,742.71%
$0
$30.1 Million 2.74% of portfolio
327,758
Q3 2025 Added 149.8%
$222B
$24 Million 2.19% of portfolio
49,574
Q3 2025 Added 1,421.61%
$0
$21.1 Million 1.92% of portfolio
230,344
Q3 2025 Added 2,864.15%
$0
$20.2 Million 1.84% of portfolio
680,221
Q3 2025 Added 3,726.63%
$23.2B
$19.4 Million 1.77% of portfolio
45,075
Q3 2025 Added 1,756.47%
$1.65T
$19.1 Million 1.74% of portfolio
78,710
Q3 2025 Added 904.59%
$533B
$18.9 Million 1.73% of portfolio
55,482
Q3 2025 Added 1,397.49%
$237B
$18.8 Million 1.72% of portfolio
79,527
Q3 2025 Added 2,272.52%
$181B
$17.8 Million 1.62% of portfolio
181,810
Q3 2025 Added 992.74%
$346B
$16.4 Million 1.49% of portfolio
106,573
Q3 2025 Added 1,071.9%
$522B
$16.3 Million 1.49% of portfolio
88,031
Q3 2025 Added 1,386.76%
$255B
$15.7 Million 1.43% of portfolio
47,133
Q3 2025 Added 1,304.02%
$6.2B
$15.5 Million 1.41% of portfolio
143,446
Q3 2025 Added 1,414.26%
$89.7B
$15.3 Million 1.4% of portfolio
76,036
Q3 2025 Added 1,251.75%
$160B
$15.2 Million 1.39% of portfolio
76,785
Q3 2025 Added 1,141.27%
$0
$14.7 Million 1.34% of portfolio
174,057
Q3 2025 Added 2,570.81%
$971B
$13.9 Million 1.27% of portfolio
18,255
Q3 2025 Added 2,653.39%
$114B
$13.8 Million 1.26% of portfolio
64,075
Q3 2025 Added 1,108.96%
$414B
$13.6 Million 1.24% of portfolio
58,901
Q3 2025 Added 2,262.66%
$98.1B
$13.6 Million 1.24% of portfolio
79,744
Q3 2025 Added 664,433.31%
$204B
$13.5 Million 1.23% of portfolio
96,226
Q3 2025 Added 1,283.95%
$404B
$13.4 Million 1.22% of portfolio
14,516
Q3 2025 Added 1,454.18%
$147B
$13 Million 1.18% of portfolio
132,940
Q3 2025 New
$266B
$12.3 Million 1.12% of portfolio
43,596
Q3 2025 Added 2,789.07%
$96.4B
$12.1 Million 1.1% of portfolio
97,609
Q3 2025 Added 2,580.09%
$0
$11.3 Million 1.03% of portfolio
269,614
Q3 2025 Added 2,134.49%
$0
$10.3 Million 0.94% of portfolio
17,230
Q3 2025 Added 1,264.21%
$0
$10.2 Million 0.93% of portfolio
116,500
Q3 2025 Added 1,984.82%
$0
$9.13 Million 0.83% of portfolio
288,770
Q3 2025 Added 1,693.83%
$49.1B
$8.68 Million 0.79% of portfolio
7,238
Q3 2025 Added 7,942.22%
$85.9B
$8.27 Million 0.75% of portfolio
37,465
Q3 2025 Added 2,793.05%
$0
$5.66 Million 0.52% of portfolio
79,248
Q3 2025 New
$490B
$4.27 Million 0.39% of portfolio
37,860
Q3 2025 New
$2.1B
$3.99 Million 0.36% of portfolio
24,091
Q3 2025 Added 1,744.64%
$0
$3.14 Million 0.29% of portfolio
28,173
Q3 2025 New
$0
$3.06 Million 0.28% of portfolio
35,432
Q3 2025 Added 1,236.05%
$0
$2.98 Million 0.27% of portfolio
44,428
Q3 2025 Added 1,387.88%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $1.1 Billion
  • Prior Value $65.3 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 54 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email