Strategic Wealth Investment Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists a total portfolio value of approximately $9.2 billion, managed by consultant Jennifer Wesolowski.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and large-cap technology and financial stocks. The largest individual position is the Invesco QQQ Trust Unit Series 1, which accounts for roughly 9.1% of the total holdings with a value of $9.1 billion. Other significant individual stock positions include Amazon.com Inc. ($11.5 billion), International Business Machines Corp. ($3.8 billion), and Visa Inc. ($33.9 billion).
Technology and growth-focused ETFs comprise a substantial portion of the portfolio. Key holdings include the SPDR S&P 500 ETF Trust ($3.4 billion), the SPDR Bloomberg Barclays Aggregate Bond ETF ($847 million), and the SPDR Gold Shares ($53 million). The firm also holds significant positions in the Vanguard S&P 500 ETF ($34.3 billion) and the Vanguard Total Stock Market ETF ($2.2 billion).
Individual equity positions in the portfolio include a $10.3 billion stake in Apple Inc., a $11.5 billion stake in Amazon.com Inc., and a $3.8 billion stake in International Business Machines Corp. The firm also holds positions in Broadcom Inc., Meta Platforms Inc., NVIDIA Corporation, and Microsoft Corporation, among others.
The filing lists 63 distinct equity securities held by the firm as of the report date.
