Strategic Wealth Investment Group, LLC
•CIK: 1802365•Filing: Q4 2025
**Strategic Wealth Investment Group, LLC** manages $814M across a diversified portfolio of 93 positions. The fund exhibits significant conviction in technology and fixed income, with top holdings including SPTI at $63.4M and VCIT at $39.6M. Further notable allocations include substantial positions in BCUS ($36.1M), AMZN ($32.8M), and MSFT ($28.2M). This structure suggests a tactical approach balancing growth equities with defensive fixed-income exposure.
Total AUM
$813.6M
QoQ Performance
-31.5%
Positions
76
Top 10 Concentration
40.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTI
SPTI7.8%
VCIT4.9%
BCUS4.4%
AMZN4.0%
SPTL3.6%
MSFT3.5%
AAPL3.4%
AVGO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.7%
Technology20.3%
Healthcare8.3%
Financial7.9%
Consumer6.8%
ETF3.0%
Industrial1.2%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+36 more exited positions
Changes from Q3 2025
NEW4 new positions
↑3 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023