Strategic Wealth Advisors
Strategic Wealth Advisors reported 260 stocks worth $117K in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SPY (9.8%), IVV (7.7%) and VBK (6.2%). Compared with Q1 2026, the fund added to SPY, VBK and VBR, trimmed IVV, DFAI and VCSH and sold out of CGGR, JPEF and DFIV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $12K | 9.8% | 17K | +116 (+1%) | 3 of 3 | |
| 2 |  IVV Ishares TR | $9K | 7.7% | 13K | −869 (−6%) | 3 of 3 | |
| 3 |  VBK Vanguard Small Cap | $7K | 6.2% | 24K | +169 (+1%) | 3 of 3 | |
| 4 |  VBR Vanguard Index Fds | $6K | 5.5% | 31K | +87 (+0%) | 3 of 3 | |
| 5 |  DFAI Dimensional Intern Core | $6K | 5.4% | 166K | −1,681 (−1%) | 3 of 3 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $6K | 5.0% | 74K | −6,874 (−9%) | 3 of 3 | |
| 7 |  DFAE Dimensional Emerg Core | $5K | 4.2% | 152K | −22K (−13%) | 3 of 3 | |
| 8 |  JPST J P Morgan Exchange Traded F | $5K | 3.9% | 90K | −21K (−19%) | 3 of 3 | |
| 9 |  DFAU Dimensional ETF Trust | $4K | 3.3% | 82K | −3,032 (−4%) | 3 of 3 | |
| 10 | DIMENSIONAL US REAL | $4K | 3.3% | 166K | −15K (−8%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CGGR Capital Group Growth | $164 | 4,095 |
 JPEF J P Morgan Exchange Traded F | $76 | 1,060 |
 DFIV Dimensional ETF Trust | $31 | 600 |
 SPYM Spdr Series Trust | $31 | 418 |
 MGV Vanguard Mega Cap Value | $15 | 105 |
🔒 Free account: see all 13.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Wealth Advisors 13F FAQ
What does Strategic Wealth Advisors own?
Strategic Wealth Advisors reported 260 stocks worth $117K in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SPY (9.8%), IVV (7.7%) and VBK (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Strategic Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 53 added to, 39 trimmed and 13 sold out. It sold all of CGGR, JPEF and DFIV.
When will Strategic Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Strategic Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $117K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.