Strategic Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Strategic Wealth Advisors LLC

Investment Activity

Strategic Wealth Advisors LLC has $124.67 thousand in total holdings as of March 31, 2026.
Strategic Wealth Advisors LLC owns shares of 267 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 7.93% of the portfolio was purchased this quarter.
About 0.94% of the portfolio was sold this quarter.
This quarter, Strategic Wealth Advisors LLC has purchased 260 new stocks and bought additional shares in 40 stocks.
Strategic Wealth Advisors LLC sold shares of 52 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $10,898
iShares Core S&P 500 ETF: $9,109
Vanguard Small-Cap Growth ETF: $7,156
Vanguard Small-Cap Value ETF: $6,623
Dimensional International Core Equity Market ETF: $6,515

Largest New Holdings this Quarter

14020G101 - Capital Group Growth ETF: $164 Holding
46654Q781 - J P MORGAN EXCHANGE TRADED F: $76 Holding
25434V807 - Dimensional International Value ETF: $31 Holding
78464A854 - SPDR Portfolio S&P 500 ETF: $31 Holding
921910840 - Vanguard Mega Cap Value ETF: $15 Holding

Largest Purchases this Quarter

Vanguard Ultra-Short Bond ETF: 57,970 shares (about $2.89K)
JPMorgan Ultra-Short Income ETF: 20,753 shares (about $1.05K)
iShares Core MSCI Emerging Markets ETF: 13,023 shares (about $908.20)
Dimensional Emerging Core Equity Market ETF: 22,444 shares (about $759.92)
iShares Core S&P 500 ETF: 869 shares (about $567.64)

Largest Sales this Quarter

Invesco S&P 500 Low Volatility ETF: 1,374 shares (about $100.46)
iShares MSCI EAFE Small-Cap ETF: 1,102 shares (about $86.38)
McDonald's: 269 shares (about $83.49)
SPDR S&P 500 ETF Trust: 116 shares (about $75.44)
Dimensional International Small Cap ETF: 2,125 shares (about $71.54)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$10,898	$75 ▼	-0.7%	16,758	8.7%	Finance
IVV iShares Core S&P 500 ETF	$9,109	$568 ▲	6.6%	13,945	7.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$7,156	$51 ▼	-0.7%	23,679	5.7%	ETF
VBR Vanguard Small-Cap Value ETF	$6,623	$19 ▼	-0.3%	30,489	5.3%	ETF
DFAI Dimensional International Core Equity Market ETF	$6,515	$65 ▲	1.0%	167,242	5.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$6,392	$545 ▲	9.3%	80,643	5.1%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$5,902	$760 ▲	14.8%	174,313	4.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$5,599	$1,050 ▲	23.1%	110,645	4.5%	ETF
DFAR Dimensional US Real Estate ETF	$4,288	$363 ▲	9.3%	181,322	3.4%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$4,281	$2,885 ▲	206.8%	86,008	3.4%	ETF
DFAU Dimensional US Core Equity Market ETF	$3,851	$137 ▲	3.7%	85,352	3.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$3,282	$3 ▲	0.1%	17,811	2.6%	ETF
IWD iShares Russell 1000 Value ETF	$3,156	$363 ▲	13.0%	14,774	2.5%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$3,096	$86 ▼	-2.7%	39,496	2.5%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$3,085	$384 ▲	14.2%	30,685	2.5%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$2,956	$115 ▲	4.0%	66,518	2.4%	ETF
VOT Vanguard Mid-Cap Growth ETF	$2,925	$120 ▲	4.3%	11,366	2.3%	ETF
DFIS Dimensional International Small Cap ETF	$2,833	$72 ▼	-2.5%	84,155	2.3%	ETF
VOO Vanguard S&P 500 ETF	$2,564	$345 ▲	15.5%	4,291	2.1%	ETF
IWF iShares Russell 1000 Growth ETF	$2,053	$84 ▲	4.2%	4,817	1.6%	ETF
VNQ Vanguard Real Estate ETF	$1,945	$21 ▲	1.1%	21,935	1.6%	ETF
VB Vanguard Small-Cap ETF	$1,608	$2 ▲	0.1%	6,141	1.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$1,511	$13 ▼	-0.8%	26,666	1.2%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$1,493	$15 ▲	1.0%	29,288	1.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,261	$908 ▲	257.4%	18,082	1.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,128	$23 ▲	2.0%	12,461	0.9%	ETF
AAPL Apple	$1,122	$4 ▼	-0.4%	4,421	0.9%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$940	$49 ▲	5.5%	14,721	0.8%	HEDGED EQUITY LA
SPLV Invesco S&P 500 Low Volatility ETF	$808	$100 ▼	-11.1%	11,051	0.6%	ETF
BND Vanguard Total Bond Market ETF	$674	$322 ▲	91.7%	9,159	0.5%	ETF
VO Vanguard Mid-Cap ETF	$672	$17 ▲	2.6%	2,340	0.5%	ETF
IAU iShares Gold Trust	$663	$40 ▼	-5.7%	7,524	0.5%	Finance
IWB iShares Russell 1000 ETF	$654		0.0%	1,835	0.5%	ETF
ALL Allstate	$623		0.0%	3,008	0.5%	Finance
MRK Merck & Co., Inc.	$618	$62 ▼	-9.1%	5,138	0.5%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$569	$38 ▼	-6.2%	11,407	0.5%	ETF
NEAR iShares Short Duration Bond Active ETF	$555	$229 ▲	70.1%	10,924	0.4%	ETF
MSFT Microsoft	$536	$9 ▼	-1.6%	1,449	0.4%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$505	$14 ▲	2.9%	2,665	0.4%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$400		0.0%	4,378	0.3%	ETF
AMGN Amgen	$385		0.0%	1,095	0.3%	Medical
MCD McDonald's	$356	$83 ▼	-19.0%	1,147	0.3%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$272	$57 ▲	26.5%	1,098	0.2%	Finance
J P MORGAN EXCHANGE TRADED F	$265		0.0%	5,052	0.2%	INTL HDGD EQT LA
COST Costco Wholesale	$225		0.0%	226	0.2%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$211	$6 ▼	-2.7%	659	0.2%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$202	$5 ▲	2.3%	2,579	0.2%	Manufacturing
XHB SPDR S&P Homebuilders ETF	$197		0.0%	2,000	0.2%	ETF
VHT Vanguard Health Care ETF	$193		0.0%	710	0.2%	ETF
MCHP Microchip Technology	$187		0.0%	2,902	0.1%	Computer and Technology
GOOG Alphabet	$187		0.0%	652	0.1%	Computer and Technology
GWX SPDR S&P International Small Cap ETF	$185	$16 ▼	-8.1%	4,398	0.1%	ETF
VV Vanguard Large-Cap ETF	$167		0.0%	562	0.1%	ETF
PROFESIONALLY MANAGED PORTFO	$165		0.0%	3,130	0.1%	AKRE FOCUS ETF
CGGR Capital Group Growth ETF	$164	$164 ▲	New Holding	4,095	0.1%	ETF
MS Morgan Stanley	$159	$33 ▼	-17.1%	970	0.1%	Finance
WALMART INC	$154		0.0%	1,245	0.1%	COM
GWW W.W. Grainger	$151		0.0%	139	0.1%	Industrials
DFUS Dimensional U.S. Equity ETF	$151	$8 ▼	-5.1%	2,141	0.1%	ETF
GOOGL Alphabet	$137	$8 ▲	6.0%	477	0.1%	Computer and Technology
JNJ Johnson & Johnson	$126		0.0%	517	0.1%	Medical
IWP iShares Russell Mid-Cap Growth ETF	$125		0.0%	979	0.1%	ETF
O Realty Income	$123		0.0%	2,025	0.1%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$123		0.0%	2,285	0.1%	ETF
JPM JPMorgan Chase & Co.	$114	$33 ▼	-22.5%	389	0.1%	Finance
ICF iShares Select U.S. REIT ETF	$113		0.0%	1,826	0.1%	ETF
IBM International Business Machines	$108		0.0%	449	0.1%	Computer and Technology
NVDA NVIDIA	$107		0.0%	617	0.1%	Computer and Technology
GE GE Aerospace	$104		0.0%	370	0.1%	Aerospace
SDY SPDR S&P Dividend ETF	$103		0.0%	712	0.1%	ETF
PG Procter & Gamble	$102	$8 ▲	8.4%	708	0.1%	Consumer Staples
QQQ Invesco QQQ	$98		0.0%	171	0.1%	Finance
MGK Vanguard Mega Cap Growth ETF	$95		0.0%	260	0.1%	ETF
CSX CSX	$89		0.0%	2,190	0.1%	Transportation
RWX SPDR Dow Jones International Real Estate ETF	$88		0.0%	3,324	0.1%	ETF
TT Trane Technologies	$82		0.0%	198	0.1%	Construction
NOC Northrop Grumman	$79	$20 ▼	-20.0%	116	0.1%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$78		0.0%	409	0.1%	ETF
J P MORGAN EXCHANGE TRADED F	$76	$76 ▲	New Holding	1,060	0.1%	EQUITY FOCUS ETF
AGG iShares Core U.S. Aggregate Bond ETF	$76	$6 ▲	8.6%	771	0.1%	Finance
PEP PepsiCo	$75		0.0%	485	0.1%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$75		0.0%	1,530	0.1%	ETF
UNP Union Pacific	$75		0.0%	313	0.1%	Transportation
IWS iShares Russell Mid-Cap Value ETF	$72		0.0%	500	0.1%	ETF
ABBV AbbVie	$71	$34 ▼	-32.2%	330	0.1%	Medical
IVW iShares S&P 500 Growth ETF	$68		0.0%	610	0.1%	ETF
VAW Vanguard Materials ETF	$67		0.0%	300	0.1%	ETF
SCHW Charles Schwab	$67		0.0%	720	0.1%	Finance
IWR iShares Russell Mid-Cap ETF	$66		0.0%	687	0.1%	ETF
IWV iShares Russell 3000 ETF	$64		0.0%	175	0.1%	ETF
ADP Automatic Data Processing	$64	$39 ▼	-38.0%	317	0.1%	Computer and Technology
XOM ExxonMobil	$60	$3 ▼	-4.0%	357	0.0%	Energy
PFE Pfizer	$58	$9 ▲	18.2%	2,098	0.0%	Medical
NVS Novartis	$58		0.0%	382	0.0%	Medical
XHS SPDR S&P Health Care Services ETF	$56		0.0%	560	0.0%	ETF
KMI Kinder Morgan	$55		0.0%	1,655	0.0%	Energy
IYJ iShares U.S. Industrials ETF	$55		0.0%	374	0.0%	ETF
GD General Dynamics	$54		0.0%	160	0.0%	Aerospace
MPC Marathon Petroleum	$54		0.0%	223	0.0%	Energy
USMV iShares MSCI USA Min Vol Factor ETF	$53	$9 ▼	-14.2%	575	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Strategic Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Strategic Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Strategic Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Strategic Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStrategic Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools