Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q1 2024 data
Strategic Wealth Partners Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Strategic Wealth Partners Group, LLC

•CIK: 1682677•Filing: Q1 2024

**Strategic Wealth Partners Group, LLC** manages $906M across a diversified portfolio of 70 positions. The firm exhibits significant concentration in the iShares Russell 1000 Growth ETF (IWF) at $169.2M, followed by IVE ($86.5M) and IWD ($78.4M). Notable allocations also include substantial weights in VTI ($62.4M) and SPY ($59.4M), indicating a core focus on broad U.S. equity exposure. This positioning suggests a tactical emphasis on growth and established market indices.

Total AUM
$906.2M
QoQ Performance
+14.3%
Positions
61
Top 10 Concentration
69.9%
Latest Filing
Q1 2024

Top Holdings Allocation

IWF
IVE
IWD
VTI
SPY
IWF18.7%
IVE9.5%
IWD8.6%
VTI6.9%
SPY6.6%
IVW4.7%
PDEC4.4%
IJR3.9%

📈 Biggest Buys

JAAA
HENDRSON AAA CL
NEW
3.3% of portfolio
PMAR
US EQTY PWR BUF
+272.7%
0.9% of portfolio
PAPR
US EQT PWR BUF
+138.2%
0.9% of portfolio
IVW
S&P 500 GRWT ETF
+11.0%
4.7% of portfolio
PFEB
US EQTY PWR BUF
+108.1%
0.9% of portfolio

📉 Biggest Sells

PDEC
US EQTY PWR BUF
-5.3%
4.4% of portfolio
VTI
TOTAL STK MKT
-1.8%
6.9% of portfolio
PJUL
US EQTY PWR BUF
-6.7%
0.8% of portfolio
IWD
RUS 1000 VAL ETF
-0.6%
8.6% of portfolio
PSEP
US EQTY PWR BUF
-5.1%
0.9% of portfolio

Sector Breakdown

Other89.1%
ETF10.9%

Changes from Q4 2023

NEW4 new positions
↑22 increased
↓40 decreased

Historical Filings

Q1 2024Q4 2023

📌 Top Holdings

IWF18.7%
RUS 1000 GRW ETF
$169.2M
IVE9.5%
S&P 500 VAL ETF
$86.5M
IWD8.6%
RUS 1000 VAL ETF
$78.4M
VTI6.9%
TOTAL STK MKT
$62.4M
SPY6.6%
TR UNIT
$59.4M

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