Strategic Wealth Investment Group, LLC

Q3 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$806,254
Net value change ($000)
-18,492 (-2.2%)
New positions
5
Sold out positions
9
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ROPE 9,162 243.8%
EXXONMOBIL HOLDINGS CORP 5,197 NEW
META 4,559 25.5%
MSFT 4,453 22.0%
CRM 3,604 37.5%
TMO 3,557 22.2%
CRWD 2,380 31.9%
AAPL 2,173 8.1%
NVDA 1,937 9.0%
VUG 905 77.4%
Top Reduces (Value $000, Stocks/ETFs)
HUBB -6,307 -46.1%
XOM -4,738 -100.0%
BCUS -3,933 -10.2%
ETN -3,721 -87.2%
SPTI -3,692 -5.8%
VCIT -3,007 -5.8%
BIL -2,767 -23.0%
SPTL -2,373 -10.5%
AVGO -2,359 -9.7%
GS -2,033 -13.6%
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