Strategic Wealth Investment Group
Strategic Wealth Investment Group reported 100 stocks worth $806M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPTI (7.5%), VCIT (6.1%) and BCUS (4.3%). Compared with Q2 2026, the fund opened new positions in XOM, VEA and MCK, added to ROPE, COST and NEE, trimmed SPTI, VCIT and BCUS and sold out of XOM, SPMO and CGGR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPTI Spdr Series Trust | $60.4M | 7.5% | 2.2M | −44K (−2%) | 8 of 8 | |
| 2 |  VCIT Vanguard Scottsdale Fds | $49.2M | 6.1% | 628K | −3,427 (−1%) | 8 of 8 | |
| 3 |  BCUS Exchange Listed Fds TR | $34.6M | 4.3% | 1M | −18K (−2%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $29.1M | 3.6% | 87K | −5,667 (−6%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $28.8M | 3.6% | 115K | −6,399 (−5%) | 8 of 8 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $26.1M | 3.2% | 34K | −44 (−0%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $24.7M | 3.1% | 48K | −6,104 (−11%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $23.5M | 2.9% | 103K | −4,896 (−5%) | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $22.4M | 2.8% | 31K | −800 (−3%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $21.8M | 2.7% | 62K | −1,873 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.7M | 35K |
 SPMO Invesco S&P | $727K | 4,503 |
 CGGR Capital Group Growth | $592K | 13K |
 DFNL Davis Fundamental ETF TR | $549K | 11K |
 FDCF Fidelity Disruptive Communications ETF | $489K | 9,789 |
🔒 Free account: see all 9.
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Strategic Wealth Investment Group 13F FAQ
What does Strategic Wealth Investment Group own?
Strategic Wealth Investment Group reported 100 stocks worth $806M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPTI (7.5%), VCIT (6.1%) and BCUS (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Strategic Wealth Investment Group buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 28 added to, 63 trimmed and 9 sold out. New positions include XOM, VEA and MCK. It sold all of XOM, SPMO and CGGR.
When will Strategic Wealth Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Strategic Wealth Investment Group's portfolio worth?
The Q3 2026 filing reports $806M 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.