Strategic Wealth Investment Group, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 824,746
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 493.7 K | 59.9% | 0 | 7.833 K | -7.833 K |
| ETFs | 331.1 K | 40.1% | 44.78 K | 0 | 44.78 K |
| Other | 0 | 0.0% | 0 | 265 | -265 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
824,746
Holdings
104
QoQ value change ($000)
36,685
(4.7%)
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.