Strategic Wealth Investment Group, LLC

Q1 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$788,061
Net value change ($000)
-25,568 (-3.1%)
New positions
6
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IXC 2,662 34.6%
XOM 1,964 49.2%
JNJ 1,780 14.3%
LIN 1,701 17.4%
COST 1,514 17.1%
HUBB 1,288 8.8%
DUK 1,192 13.6%
GLD 981 5.0%
NFLX 911 17.1%
PEP 878 9.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,312 -15.3%
CRM -3,452 -22.8%
AVGO -2,546 -10.5%
AMZN -2,447 -7.5%
BSX -2,378 -24.5%
TMO -2,359 -11.7%
LLY -2,134 -16.1%
AXP -2,090 -17.4%
AAPL -2,050 -7.4%
DHR -2,035 -16.8%
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