Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC reported 104 holdings worth US$825M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Strategic Wealth Investment Group, LLC reported 104 holdings worth US$825M as of Jun 30, 2026. Largest: Amazon.com, Inc., Apple Inc and Broadcom Inc. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 104
- Value as reported
- US$825M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 122K | US$29M | 3.5% |
| Apple Inc | 92,998 | US$26.9M | 3.3% |
| Broadcom Inc. | 64,070 | US$24.2M | 2.9% |
| Nvidia Corporation | 108K | US$21.6M | 2.6% |
| Jp Morgan Chase & Co. | 63,927 | US$20.9M | 2.5% |
| Microsoft Corp. | 54,215 | US$20.2M | 2.5% |
| Meta Platforms, Inc. | 31,747 | US$17.9M | 2.2% |
| Alphabet Inc (google) Class C | 48,105 | US$17.2M | 2.1% |
| Thermo Fisher Scientific Inc | 31,916 | US$16M | 1.9% |
| Goldman Sachs Group, Inc. (the) | 14,800 | US$15M | 1.8% |
| Hubbell Inc | 26,154 | US$13.7M | 1.7% |
| Eli Lilly And Company | 10,568 | US$12.7M | 1.5% |
| Nextera Energy, Inc. | 142K | US$12.5M | 1.5% |
| Visa Inc. | 36,394 | US$12.5M | 1.5% |
| Johnson & Johnson | 48,023 | US$12.2M | 1.5% |
| Costco Wholesale Corporation | 12,485 | US$11.7M | 1.4% |
| Blackstone Inc. | 89,405 | US$10.5M | 1.3% |
| Procter & Gamble Company (the) | 71,103 | US$10.4M | 1.3% |
| Boeing Company (the) | 46,178 | US$10M | 1.2% |
| Emerson Electric Company | 69,810 | US$9.99M | 1.2% |
| O'reilly Automotive, Inc. | 108K | US$9.97M | 1.2% |
| International Business Machines Corporation | 35,187 | US$9.9M | 1.2% |
| Salesforce, Inc. | 61,392 | US$9.62M | 1.2% |
| Abbvie Inc. | 37,016 | US$9.31M | 1.1% |
| Pepsico, Inc. | 68,073 | US$9.22M | 1.1% |
| Netflix, Inc. | 128K | US$9.11M | 1.1% |
| Boston Scientific Corporation | 210K | US$8.95M | 1.1% |
| Uber Technologies, Inc. | 122K | US$8.78M | 1.1% |
| American Express Company | 24,203 | US$8.19M | 0.99% |
| Danaher Corporation | 40,018 | US$7.62M | 0.92% |
| Crowdstrike Holdings, Inc. | 9,791 | US$7.47M | 0.91% |
| Duke Energy Corporation (holding Company) | 48,303 | US$6.11M | 0.74% |
| Waste Management, Inc. | 21,999 | US$4.9M | 0.59% |
| Exxon Mobil Corporation | 34,653 | US$4.74M | 0.57% |
| Mueller Industries, Inc. | 29,037 | US$3.57M | 0.43% |
| Tesla, Inc. | 2,908 | US$1.22M | 0.15% |
| Amphenol Corporation | 6,827 | US$1.2M | 0.15% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,734 | US$828K | 0.10% |
| Palantir Technologies Inc. | 6,871 | US$802K | 0.10% |
| Capital One Financial Corporation | 2,686 | US$539K | 0.07% |
| Keysight Technologies Inc. | 1,514 | US$530K | 0.06% |
| Walmart Inc. | 4,179 | US$473K | 0.06% |
| Mcdonald's Corporation | 1,695 | US$458K | 0.06% |
| Coca-cola Company (the) | 4,261 | US$346K | 0.04% |
| Berkshire Hathaway Inc. | 591 | US$296K | 0.04% |
| Walt Disney Company (the) | 2,837 | US$273K | 0.03% |
| Truist Financial Corporation | 5,431 | US$271K | 0.03% |
| Marriott International | 713 | US$264K | 0.03% |
| Cincinnati Financial Corporation | 1,250 | US$231K | 0.03% |
| Home Depot, Inc. (the) | 649 | US$229K | 0.03% |
| Marsh | 0 | US$0 | 0.00% |
| Houlihan Lokey, Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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