Strategic Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
267
Total value ($000)
$124,674
Net value change ($000)
+7,746 (6.6%)
New positions
13
Sold out positions
6
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 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)
VUSB 2,884 206.4%
JPST 1,052 23.1%
DFAE 956 19.3%
IEMG 921 270.9%
VCSH 511 8.7%
DFAR 488 12.8%
IWD 406 14.8%
MINT 389 14.4%
BND 321 90.9%
VOO 235 10.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -608 -5.3%
MSFT -176 -24.7%
IWF -134 -6.1%
VOT -117 -3.8%
AAPL -84 -7.0%
SPLV -79 -8.9%
MCD -76 -17.6%
ADP -67 -51.1%
MDT -66 -61.7%
SCZ -51 -1.6%
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