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Manager record

Strategic Wealth Investment Group, LLC

Louisville, KY · CIK 1802365 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$824.75MReported 13F valueQ2 2026 · as filed
104Holdings listed
+4.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $69.1M$69.1MQ2 2025160 holdingsQ3 2025: $1.2B$1.2BQ3 2025130 holdingsQ4 2025: $813.6M$813.6MQ4 202593 holdingsQ1 2026: $788.1M$788.1MQ1 202694 holdingsQ2 2026: $824.7M$824.7MQ2 2026104 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$824.75M · 104 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$788.06M · 94 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$813.63M · 93 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.19B · 130 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$69.07M · 160 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology