Strategic Wealth Advisors LLC
•CIK: 2107449•Filing: Q4 2025
**Strategic Wealth Advisors LLC** manages $117M across a diversified portfolio of 255 positions. The fund maintains significant exposure to broad market indices, notably holding $11.5M in SPY and $9.0M in IVV. Key allocations also include $7.2M in VBK and $6.5M in VBR, indicating a focus on established market segments. This concentrated approach suggests a tactical allocation strategy across major equity benchmarks.
Total AUM
$116.9M
QoQ Performance
N/A
Positions
184
Top 10 Concentration
54.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IVV
VBK
VBR
DFAI
VCSH
SPY9.8%
IVV7.7%
VBK6.2%
VBR5.5%
DFAI5.4%
VCSH5.0%
DFAE4.2%
JPST3.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other75.3%
ETF19.5%
Technology2.3%
Healthcare1.2%
Consumer0.7%
Financial0.4%
Industrial0.2%
Real Estate0.1%