Strategic Wealth Investment Group, LLC
SEC Form 13F institutional filer · CIK 0001802365
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.49B
Top-10 concentration
44.5%
Strategic Wealth Investment Group, LLC — $490M AUM allocation strategy
Strategic Wealth Investment Group, LLC files SEC Form 13F and reports $490M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.1%, followed by Financials 11.8% and Health Care 8.8%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Strategic Wealth Investment Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$490M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BSX +14.9K sh · −$2.38M+$BX +9.6K sh · −$1.37M+$NFLX +8.07K sh · +$912K
Biggest trims (shares)
−$BLK −3.67K sh · +$2.66M−$JNJ −1.97K sh · +$1.78M−$GOOG −1.86K sh · −$1.86M
Exited to nil (held last quarter, gone now)
$GOOGL ($224K last qtr)$EDOW ($215K last qtr)$CINF ($204K last qtr)$UPS ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.7%—
- Interactive Media & Services6.9%—
- Broadline Retail6.2%—
- Technology Hardware, Storage & Peripherals5.2%—
- Pharmaceuticals5.2%—
- Systems Software4.8%—
- Diversified Banks4.2%—
- Life Sciences Tools & Services3.6%—
- Other holdings55.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 146K | $30.4M | +3.64K | 6.2% |
| $AAPL | Apple Inc | 100K | $25.5M | -866 | 5.2% |
| $MSFT | Microsoft Corporation | 64.4K | $23.8M | +6.19K | 4.9% |
| $AVGO | Broadcom Inc | 70.5K | $21.8M | +96 | 4.4% |
| $JPM | JP Morgan Chase & Co | 70.8K | $20.8M | +550 | 4.2% |
| $NVDA | NVIDIA Corporation | 118K | $20.6M | -650 | 4.2% |
| $META | Meta Platforms Inc | 33.3K | $19.1M | +1.91K | 3.9% |
| $TMO | Thermo Fisher Scientific Inc | 36.2K | $17.8M | +1.42K | 3.6% |
| $HUBB | Hubbell Inc | 32.3K | $15.9M | -492 | 3.2% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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