Strategic Wealth Investment Group, LLC 13F Holdings

CIK 0001802365 · LOUISVILLE, KY

As of Sep 30, 2025, Strategic Wealth Investment Group, LLC reported 130 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETFSPTI—3,332,068$96.3M8.10%
EXCHANGE LISTED FDS TR——1,729,031$56.7M4.77%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—622,260$52.3M4.41%
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETFSPTL—1,755,648$47.3M3.98%
SPDR S&P 500 ETF TRUSTSPY—70,094$46.7M3.93%
MICROSOFT CORPMSFTTechnology85,432$44.2M3.72%
AMAZON.COM INCAMZNEquity200,732$44.1M3.71%
APPLE INCAAPLTechnology148,090$37.7M3.17%
BROADCOM INCAVGOTechnology102,088$33.7M2.83%
NVIDIA CORPNVDATechnology174,425$32.5M2.74%
META PLATFORMS INCMETACommunication Services43,767$32.1M2.71%
JPMORGAN CHASE & COJPMFinancial Services100,485$31.7M2.67%
SPDR GOLD TRUSTGQ9—85,793$30.5M2.57%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—327,758$30.1M2.53%
THERMO FISHER SCIENTIFIC INCTMOHealthcare49,574$24.0M2.02%
VANGUARD REAL ESTATE INDEX FUNDVNQ—230,344$21.1M1.77%
VANECK FALLEN ANGEL HIGH YIELD BOND ETFANGL—680,221$20.2M1.70%
GOLDMAN SACHS GROUP INCGSFinancial Services24,842 9.8M1.67%
HUBBELL INCHUBBIndustrials45,075 9.4M1.63%
ALPHABET INCGOOGLEquity78,710 9.1M1.61%
VISA INC-CLASS A SHARESVFinancial Services55,482 8.9M1.59%
SALESFORCE INCCRMTechnology79,527 8.8M1.59%
UBER TECHNOLOGIES INCUBERTechnology181,810 7.8M1.50%
EXCHANGE LISTED FDS TR——568,404 6.4M1.38%
PROCTER & GAMBLE COPGConsumer Defensive106,573 6.4M1.38%