Strategic Wealth Investment Group, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 806,254
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 100 | 806,254 | 13F-HR | Strategic Wealth Investment Group, LLC |
| Q2 2026 | 8/4/2026 | 104 | 824,746 | 13F-HR | Strategic Wealth Investment Group, LLC |
| Q1 2026 | 5/11/2026 | 94 | 788,061 | 13F-HR | Strategic Wealth Investment Group, LLC |
| Q4 2025 | 2/11/2026 | 93 | 813,629 | 13F-HR | Strategic Wealth Investment Group, LLC |
| Q3 2025 | 11/14/2025 | 130 | 1,188,136 | 13F-HR | Strategic Wealth Investment Group, LLC |
| Q2 2025 | 8/14/2025 | 160 | 69,070 | 13F-HR | Strategic Wealth Investment Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 493.8 K | 61.2% | 123 | 0 | 123 |
| ETFs | 312.5 K | 38.8% | 0 | 18.61 K | -18.61 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
806,254
Holdings
100
QoQ value change ($000)
-18,492
(-2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.