Strategic Wealth Investment Group, LLC

13F filer · CIK 0001802365

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$825MU.S. long equity reported on 13F

Positions6311 new · 5 closed

Net flow last quarter-$2.93MBuys minus sells

Top 10 positions weight27.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202663 positions
AMZNAmazon Com Inc	$29M	3.52%	0.00%	-16.4%	Q4 2019
AAPLApple Inc.	$26.9M	3.26%	0.00%	-7.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$25.6M	3.11%	Not reported	-1.4%	Q2 2020
AVGOBroadcom Inc.	$24.2M	2.93%	0.00%	-9.1%	Q4 2021
NVDANvidia Corp	$21.6M	2.62%	0.00%	-8.5%	Q2 2022
JPMJPMorgan Chase & Co	$20.9M	2.54%	0.00%	-9.7%	Q4 2019
MSFTMicrosoft Corp	$20.2M	2.45%	0.00%	-15.8%	Q4 2019
GLDSPDR Gold Trust	$19.6M	2.38%	0.01%	+10.6%	Q4 2019
METAMeta Platforms, Inc.	$17.9M	2.17%	Not reported	-4.8%	Q4 2019
GOOGLAlphabet Inc.	$16.7M	2.03%	0.00%	-6.9%	Q4 2019
TMOThermo Fisher Scientific Inc.	$16M	1.94%	0.01%	-11.7%	Q4 2023
GSGoldman Sachs Group Inc	$15M	1.81%	0.01%	-14.5%	Q4 2019
HUBBHubbell Inc	$13.7M	1.66%	0.05%	-19.0%	Q2 2025
LLYELI LILLY & Co	$12.7M	1.54%	0.00%	-12.5%	Q2 2021
NEENextera Energy Inc	$12.5M	1.51%	0.01%	New	Q2 2026
VVisa Inc.	$12.5M	1.51%	0.00%	-10.2%	Q4 2019
JNJJohnson & Johnson	$12.2M	1.48%	0.00%	-17.7%	Q2 2020
COSTCostco Wholesale Corp	$11.7M	1.42%	0.00%	+20.1%	Q4 2019
LINLinde PLC	$11.1M	1.35%	0.00%	-7.4%	Q4 2023
BXBlackstone Inc.	$10.5M	1.28%	0.01%	+23.0%	Q2 2025
PGPROCTER & GAMBLE Co	$10.4M	1.26%	0.00%	-0.6%	Q4 2019
BABoeing Co	$10M	1.21%	0.01%	+0.1%	Q4 2019
EMREmerson Electric Co	$9.99M	1.21%	0.01%	Not reported	Q2 2025
ORLYO Reilly Automotive Inc	$9.97M	1.21%	0.01%	+2.9%	Q2 2025
IBMInternational Business Machines Corp	$9.9M	1.20%	0.00%	+3.8%	Q4 2019
CRMSalesforce, Inc.	$9.62M	1.17%	0.01%	-1.8%	Q4 2019
ABBVAbbVie Inc.	$9.31M	1.13%	0.00%	-12.7%	Q4 2019
PEPPepsico Inc	$9.22M	1.12%	0.01%	-0.8%	Q4 2023
NFLXNetflix Inc	$9.11M	1.10%	0.00%	+96.7%	Q4 2019
BSXBoston Scientific Corp	$8.95M	1.08%	0.01%	+79.8%	Q4 2021
UBERUber Technologies, Inc	$8.78M	1.07%	0.01%	-9.0%	Q2 2020
AXPAmerican Express Co	$8.19M	0.99%	0.00%	-26.1%	Q4 2019
DHRDanaher Corp	$7.62M	0.92%	0.01%	-24.8%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$7.47M	0.91%	0.00%	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$6.59M	0.80%	Not reported	-19.9%	Q4 2020
DUKDuke Energy CORP	$6.11M	0.74%	0.01%	-36.3%	Q4 2019
WMWaste Management Inc	$4.9M	0.59%	0.01%	-22.1%	Q3 2021
XOMExxonMobil Holdings Corp	$4.74M	0.57%	0.00%	-1.3%	Q3 2023
ETNEaton Corp plc	$4.27M	0.52%	0.00%	New	Q2 2026
MLIMueller Industries Inc	$3.57M	0.43%	0.01%	New	Q2 2026
GLTRabrdn Precious Metals Basket ETF Trust	$2.74M	0.33%	0.11%	+30.6%	Q2 2020
VOTVan Kampen Municipal Opportunity Trust II	$1.68M	0.20%	Not reported	Not reported	Q2 2024
TSLATesla, Inc.	$1.22M	0.15%	0.00%	+3.1%	Q4 2019
APHAmphenol Corp	$1.2M	0.15%	0.00%	-12.0%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$828K	0.10%	0.00%	-18.8%	Q3 2025
PLTRPalantir Technologies Inc.	$802K	0.10%	0.00%	Not reported	Q3 2025
SPOTSpotify Technology S.A.	$760K	0.09%	0.00%	New	Q2 2026
NOBLNoble International, Ltd.	$631K	0.08%	Not reported	-2.7%	Q4 2019
ACNAccenture plc	$610K	0.07%	0.00%	Not reported	Q3 2025
COFCapital One Financial Corp	$539K	0.07%	0.00%	+19.2%	Q3 2025

Q1 2026Reported May 11, 202657 positions
AMZNAmazon Com Inc	$30.4M	3.85%	0.00%	+2.6%	Q4 2019
AAPLApple Inc.	$25.5M	3.23%	0.00%	-0.9%	Q4 2019
MSFTMicrosoft Corp	$23.8M	3.03%	0.00%	+10.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$22.6M	2.87%	Not reported	-1.1%	Q2 2020
AVGOBroadcom Inc.	$21.8M	2.77%	0.00%	+0.1%	Q4 2021
JPMJPMorgan Chase & Co	$20.8M	2.64%	0.00%	+0.8%	Q4 2019
GLDSPDR Gold Trust	$20.7M	2.63%	0.01%	-3.3%	Q4 2019
NVDANvidia Corp	$20.6M	2.61%	0.00%	-0.6%	Q2 2022
METAMeta Platforms, Inc.	$19.1M	2.42%	Not reported	+6.1%	Q4 2019
TMOThermo Fisher Scientific Inc.	$17.8M	2.26%	0.01%	+4.1%	Q4 2023
HUBBHubbell Inc	$15.9M	2.01%	0.06%	-1.5%	Q2 2025
GSGoldman Sachs Group Inc	$14.6M	1.86%	0.01%	-0.5%	Q4 2019
GOOGLAlphabet Inc.	$14.5M	1.83%	0.00%	-3.6%	Q4 2019
JNJJohnson & Johnson	$14.3M	1.81%	0.00%	-3.3%	Q2 2020
VVisa Inc.	$12.2M	1.55%	0.00%	+2.7%	Q4 2019
CRMSalesforce, Inc.	$11.7M	1.48%	0.01%	+9.5%	Q4 2019
LINLinde PLC	$11.5M	1.46%	0.01%	+1.0%	Q4 2023
LLYELI LILLY & Co	$11.1M	1.41%	0.00%	-2.0%	Q2 2021
PEPPepsico Inc	$10.7M	1.35%	0.01%	+0.7%	Q4 2023
COSTCostco Wholesale Corp	$10.4M	1.31%	0.00%	+1.4%	Q4 2019
PGPROCTER & GAMBLE Co	$10.3M	1.31%	0.00%	+0.8%	Q4 2019
DHRDanaher Corp	$10.1M	1.28%	0.01%	+0.5%	Q1 2023
DUKDuke Energy CORP	$9.93M	1.26%	0.01%	+1.7%	Q4 2019
AXPAmerican Express Co	$9.91M	1.26%	0.00%	+1.0%	Q4 2019
ORLYO Reilly Automotive Inc	$9.71M	1.23%	0.01%	+2.3%	Q2 2025
UBERUber Technologies, Inc	$9.62M	1.22%	0.01%	+4.2%	Q2 2020
MRSHMarsh & Mclennan Companies, Inc.	$9.47M	1.20%	0.01%	+2.2%	Q4 2023
ABBVAbbVie Inc.	$9.22M	1.17%	0.00%	+0.7%	Q4 2019
BABoeing Co	$9.18M	1.16%	0.01%	+1.1%	Q4 2019
BXBlackstone Inc.	$8.36M	1.06%	0.01%	+15.2%	Q2 2025
IBMInternational Business Machines Corp	$8.22M	1.04%	0.00%	+6.2%	Q4 2019
BSXBoston Scientific Corp	$7.32M	0.93%	0.01%	+14.7%	Q4 2021
WMWaste Management Inc	$6.49M	0.82%	0.01%	+0.8%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$6.45M	0.82%	Not reported	-4.4%	Q4 2020
NFLXNetflix Inc	$6.24M	0.79%	0.00%	+14.2%	Q4 2019
XOMExxonMobil Holdings Corp	$5.96M	0.76%	0.00%	+5.8%	Q3 2023
GLTRabrdn Precious Metals Basket ETF Trust	$2.53M	0.32%	0.09%	-4.6%	Q2 2020
TSLATesla, Inc.	$1.05M	0.13%	0.00%	-4.0%	Q4 2019
APHAmphenol Corp	$980K	0.12%	0.00%	-5.3%	Q2 2025
ACNAccenture plc	$972K	0.12%	0.00%	0.0%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$722K	0.09%	0.00%	-10.6%	Q3 2025
HLIHoulihan Lokey, Inc.	$704K	0.09%	0.83%	-1.7%	Q2 2024
NOBLNoble International, Ltd.	$613K	0.08%	Not reported	-3.6%	Q4 2019
WMTWalmart Inc.	$539K	0.07%	0.00%	-12.4%	Q4 2021
MCDMcdonalds Corp	$520K	0.07%	0.00%	-5.9%	Q4 2021
KEYSKeysight Technologies, Inc.	$518K	0.07%	0.00%	Not reported	Q2 2021
COFCapital One Financial Corp	$411K	0.05%	0.00%	-2.0%	Q3 2025
KOCoca Cola Co	$313K	0.04%	0.00%	-1.9%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$292K	0.04%	Not reported	+1.2%	Q1 2023
DISWalt Disney Co	$275K	0.03%	0.00%	-2.9%	Q4 2019

Q4 2025Reported Feb 11, 202660 positions
AMZNAmazon Com Inc	$32.8M	4.03%	0.00%	-29.2%	Q4 2019
MSFTMicrosoft Corp	$28.2M	3.46%	0.00%	-31.9%	Q4 2019
AAPLApple Inc.	$27.5M	3.38%	0.00%	-31.6%	Q4 2019
AVGOBroadcom Inc.	$24.4M	2.99%	0.00%	-31.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$24M	2.95%	Not reported	-49.9%	Q2 2020
JPMJPMorgan Chase & Co	$22.6M	2.78%	0.00%	-30.1%	Q4 2019
NVDANvidia Corp	$22.1M	2.72%	0.00%	-31.9%	Q2 2022
METAMeta Platforms, Inc.	$20.7M	2.55%	Not reported	-28.2%	Q4 2019
TMOThermo Fisher Scientific Inc.	$20.1M	2.47%	0.01%	-29.9%	Q4 2023
GLDSPDR Gold Trust	$19.7M	2.43%	0.01%	-42.0%	Q4 2019
GOOGLAlphabet Inc.	$16.3M	2.01%	0.00%	-33.8%	Q4 2019
GSGoldman Sachs Group Inc	$15.3M	1.88%	0.01%	-30.0%	Q4 2019
CRMSalesforce, Inc.	$15.1M	1.86%	0.01%	-28.2%	Q4 2019
HUBBHubbell Inc	$14.6M	1.79%	0.06%	-27.2%	Q2 2025
VVisa Inc.	$13.8M	1.70%	0.00%	-28.9%	Q4 2019
LLYELI LILLY & Co	$13.2M	1.63%	0.00%	-32.5%	Q2 2021
JNJJohnson & Johnson	$12.5M	1.53%	0.00%	-31.5%	Q2 2020
DHRDanaher Corp	$12.1M	1.49%	0.01%	-31.0%	Q1 2023
AXPAmerican Express Co	$12M	1.48%	0.00%	-31.2%	Q4 2019
UBERUber Technologies, Inc	$10.5M	1.29%	0.01%	-29.4%	Q2 2020
PGPROCTER & GAMBLE Co	$10.2M	1.25%	0.00%	-33.4%	Q4 2019
MRSHMarsh & Mclennan Companies, Inc.	$9.91M	1.22%	0.01%	-29.8%	Q4 2023
BABoeing Co	$9.91M	1.22%	0.00%	-28.8%	Q4 2019
PEPPepsico Inc	$9.78M	1.20%	0.01%	-29.2%	Q4 2023
LINLinde PLC	$9.77M	1.20%	0.00%	-29.4%	Q4 2023
BXBlackstone Inc.	$9.72M	1.19%	0.01%	-20.9%	Q2 2025
BSXBoston Scientific Corp	$9.7M	1.19%	0.01%	-23.5%	Q4 2021
ABBVAbbVie Inc.	$9.62M	1.18%	0.00%	-28.6%	Q4 2019
IBMInternational Business Machines Corp	$9.46M	1.16%	0.00%	-26.8%	Q4 2019
ORLYO Reilly Automotive Inc	$9.38M	1.15%	0.01%	-28.3%	Q2 2025
COSTCostco Wholesale Corp	$8.84M	1.09%	0.00%	-29.3%	Q4 2019
DUKDuke Energy CORP	$8.74M	1.07%	0.01%	-23.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.18M	0.88%	Not reported	-32.1%	Q4 2020
WMWaste Management Inc	$6.16M	0.76%	0.01%	-25.2%	Q3 2021
NFLXNetflix Inc	$5.33M	0.65%	0.00%	-21.5%	Q4 2019
XOMExxonMobil Holdings Corp	$3.99M	0.49%	0.00%	-12.3%	Q3 2023
GLTRabrdn Precious Metals Basket ETF Trust	$2.49M	0.31%	0.10%	-49.7%	Q2 2020
TSLATesla, Inc.	$1.32M	0.16%	0.00%	-35.5%	Q4 2019
ACNAccenture plc	$1.32M	0.16%	0.00%	-3.1%	Q3 2025
APHAmphenol Corp	$1.11M	0.14%	0.00%	-31.5%	Q2 2025
HLIHoulihan Lokey, Inc.	$869K	0.11%	0.85%	-28.4%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$726K	0.09%	0.00%	-34.2%	Q3 2025
NOBLNoble International, Ltd.	$624K	0.08%	Not reported	-9.2%	Q4 2019
COFCapital One Financial Corp	$558K	0.07%	0.00%	-37.7%	Q3 2025
WMTWalmart Inc.	$551K	0.07%	0.00%	-30.9%	Q4 2021
MCDMcdonalds Corp	$543K	0.07%	0.00%	-14.0%	Q4 2021
STESTERIS plc	$407K	0.05%	0.00%	-29.3%	Q2 2024
KEYSKeysight Technologies, Inc.	$372K	0.05%	0.00%	Not reported	Q2 2021
DISWalt Disney Co	$335K	0.04%	0.00%	-39.9%	Q4 2019
KOCoca Cola Co	$293K	0.04%	0.00%	-59.2%	Q4 2019

Q3 2025Reported Nov 14, 202576 positions
SPYSPDR S&P 500 ETF Trust	$46.7M	3.93%	Not reported	+2126.6%	Q2 2020
MSFTMicrosoft Corp	$44.2M	3.72%	0.00%	+1486.8%	Q4 2019
AMZNAmazon Com Inc	$44.1M	3.71%	0.00%	+1613.5%	Q4 2019
AAPLApple Inc.	$37.7M	3.17%	0.00%	+1242.5%	Q4 2019
AVGOBroadcom Inc.	$33.7M	2.83%	0.00%	+1269.9%	Q4 2021
NVDANvidia Corp	$32.5M	2.74%	0.00%	+1112.6%	Q2 2022
METAMeta Platforms, Inc.	$32.1M	2.71%	Not reported	+1304.6%	Q4 2019
JPMJPMorgan Chase & Co	$31.7M	2.67%	0.00%	+1471.6%	Q4 2019
GLDSPDR Gold Trust	$30.5M	2.57%	0.03%	+2742.7%	Q4 2019
TMOThermo Fisher Scientific Inc.	$24M	2.02%	0.01%	+1421.6%	Q4 2023
GSGoldman Sachs Group Inc	$19.8M	1.67%	0.01%	+1507.9%	Q4 2019
HUBBHubbell Inc	$19.4M	1.63%	0.08%	+1756.5%	Q2 2025
GOOGLAlphabet Inc.	$19.1M	1.61%	0.00%	+904.6%	Q4 2019
VVisa Inc.	$18.9M	1.59%	0.00%	+1397.5%	Q4 2019
CRMSalesforce, Inc.	$18.8M	1.59%	0.01%	+2272.5%	Q4 2019
UBERUber Technologies, Inc	$17.8M	1.50%	0.01%	+992.7%	Q2 2020
PGPROCTER & GAMBLE Co	$16.4M	1.38%	0.00%	+1071.9%	Q4 2019
JNJJohnson & Johnson	$16.3M	1.37%	0.00%	+1386.8%	Q2 2020
AXPAmerican Express Co	$15.7M	1.32%	0.01%	+1304.0%	Q4 2019
ORLYO Reilly Automotive Inc	$15.5M	1.30%	0.02%	+1414.3%	Q2 2025
LINLinde PLC	$15.4M	1.30%	0.01%	+1080.8%	Q4 2023
MRSHMarsh & Mclennan Companies, Inc.	$15.3M	1.29%	0.02%	+1251.8%	Q4 2023
DHRDanaher Corp	$15.2M	1.28%	0.01%	+1141.3%	Q1 2023
LLYELI LILLY & Co	$13.9M	1.17%	0.00%	+2653.4%	Q2 2021
BABoeing Co	$13.8M	1.16%	0.01%	+1109.0%	Q4 2019
ABBVAbbVie Inc.	$13.6M	1.15%	0.00%	+2262.7%	Q4 2019
BXBlackstone Inc.	$13.6M	1.15%	0.01%	+664433.3%	Q2 2025
PEPPepsico Inc	$13.5M	1.14%	0.01%	+1284.0%	Q4 2023
COSTCostco Wholesale Corp	$13.4M	1.13%	0.00%	+1454.2%	Q4 2019
BSXBoston Scientific Corp	$13M	1.09%	0.01%	Not reported	Q4 2021
IBMInternational Business Machines Corp	$12.3M	1.04%	0.00%	+2789.1%	Q4 2019
DUKDuke Energy CORP	$12.1M	1.02%	0.01%	+2580.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$10.3M	0.87%	Not reported	+1264.2%	Q4 2020
NFLXNetflix Inc	$8.68M	0.73%	0.00%	+7942.2%	Q4 2019
WMWaste Management Inc	$8.27M	0.70%	0.01%	+2793.1%	Q3 2021
XOMExxonMobil Holdings Corp	$4.27M	0.36%	0.00%	Not reported	Q3 2023
GLTRabrdn Precious Metals Basket ETF Trust	$3.99M	0.34%	0.21%	+1744.6%	Q2 2020
TSLATesla, Inc.	$2.03M	0.17%	0.00%	+533.7%	Q4 2019
APHAmphenol Corp	$1.48M	0.12%	0.00%	+2293.8%	Q2 2025
HLIHoulihan Lokey, Inc.	$1.43M	0.12%	1.18%	+3122.2%	Q2 2024
ACNAccenture plc	$1.25M	0.11%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.01M	0.09%	0.00%	New	Q3 2025
COFCapital One Financial Corp	$785K	0.07%	0.00%	New	Q3 2025
WMTWalmart Inc.	$739K	0.06%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$681K	0.06%	0.00%	+220.4%	Q4 2019
NOBLNoble International, Ltd.	$680K	0.06%	Not reported	+23467.9%	Q4 2019
PLTRPalantir Technologies Inc.	$632K	0.05%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$631K	0.05%	Not reported	Not reported	Q4 2019
MCDMcdonalds Corp	$628K	0.05%	0.00%	Not reported	Q4 2021
HPQHP Inc	$594K	0.05%	0.00%	Not reported	Q4 2022

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