Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Wealth Investment Group, LLC (CIK 1802365) reported $788.1M across 94 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTI ($63.5M, 8.05%), VCIT ($39.6M, 5.03%), BCUS ($36.2M, 4.60%), AMZN ($30.4M, 3.85%), SPTL ($29.2M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | $63.5M | 8.05% | 2.2M | Added |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $39.6M | 5.03% | 479,047 | Added |
| 3 | BCUS | EXCHANGE LISTED FDS TR | $36.2M | 4.60% | 1.1M | Added |
| 4 | AMZN | AMAZON COM INC | $30.4M | 3.85% | 145,773 | Added |
| 5 | SPTL | SPDR SERIES TRUST | $29.2M | 3.71% | 1.1M | Added |
| 6 | AAPL | APPLE INC | $25.5M | 3.23% | 100,409 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $23.8M | 3.03% | 64,401 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $22.6M | 2.87% | 34,781 | Trimmed |
| 9 | AVGO | BROADCOM INC | $21.8M | 2.77% | 70,485 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $20.8M | 2.64% | 70,761 | Added |
| 11 | GLD | SPDR GOLD TR | $20.7M | 2.63% | 48,154 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $20.6M | 2.61% | 118,084 | Trimmed |
| 13 | META | META PLATFORMS INC | $19.1M | 2.42% | 33,338 | Added |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $17.8M | 2.26% | 36,156 | Added |
| 15 | VNQ | VANGUARD INDEX FDS | $16.2M | 2.05% | 182,200 | Added |
| 16 | HUBB | HUBBELL INC | $15.9M | 2.01% | 32,305 | Trimmed |
| 17 | ANGL | VANECK ETF TRUST | $15.8M | 2.00% | 549,395 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC | $14.6M | 1.86% | 17,313 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $14.5M | 1.83% | 50,276 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $14.3M | 1.81% | 58,349 | Trimmed |
| 21 | BCIL | EXCHANGE LISTED FDS TR | $13.5M | 1.72% | 514,513 | Added |
| 22 | V | VISA INC | $12.2M | 1.55% | 40,506 | Added |
| 23 | VYMI | VANGUARD WHITEHALL FDS | $12.2M | 1.54% | 128,960 | Trimmed |
| 24 | BIL | SPDR SERIES TRUST | $11.8M | 1.50% | 128,652 | Trimmed |
| 25 | CRM | SALESFORCE INC | $11.7M | 1.48% | 62,506 | Added |
Source: SEC Form 13F filings · as of 2026-03-31