Strategic Wealth Investment Group, LLC

Q3 2025 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
130
Total value ($000)
$1,188,136
Net value change ($000)
+1,119,066 (1620.2%)
New positions
52
Sold out positions
81
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPTI 94,017 4123.6%
BCUS 54,778 2826.5%
VCIT 50,792 3285.4%
SPTL 44,849 1818.7%
SPY 44,750 2300.8%
MSFT 41,572 1552.4%
AMZN 41,505 1615.0%
AAPL 35,445 1566.3%
AVGO 31,626 1539.7%
NVDA 30,271 1331.8%
Top Reduces (Value $000, Stocks/ETFs)
ARTY -166 -100.0%
NVO -85 -18.9%
ITOT -80 -100.0%
ARKG -38 -100.0%
CBZ -37 -100.0%
CRSP -36 -100.0%
MSCI -36 -100.0%
AVTR -32 -100.0%
CDNS -32 -100.0%
LRCX -29 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type