Strategic Wealth Investment Group, LLC

Q2 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$824,746
Net value change ($000)
+36,685 (4.7%)
New positions
15
Sold out positions
5
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VCIT 12,521 31.6%
NEE 12,492 NEW
VEU 11,335 202.2%
EMR 9,993 NEW
CRWD 7,472 NEW
SCHD 6,713 NEW
XLU 5,757 97.8%
BCIL 4,597 34.0%
ETN 4,268 NEW
MLI 3,570 NEW
Top Reduces (Value $000, Stocks/ETFs)
ANGL -15,374 -97.4%
MRSH -9,466 -100.0%
SPTL -6,653 -22.8%
PFF -6,123 -92.7%
VNQ -5,069 -31.4%
DUK -3,818 -38.4%
MSFT -3,616 -15.2%
IXC -2,600 -25.1%
DHR -2,472 -24.5%
HUBB -2,169 -13.7%
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