Strategic Wealth Advisors LLC

Est. AUM

$124.6M

13F long equity, this entity only

Positions

265

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.9M	16758	8.74%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$9.1M	13945	7.31%	SOLE
3	VANGUARD INDEX FDS	SML CP GRW ETF	$7.2M	23679	5.74%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$6.6M	30489	5.31%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.5M	167242	5.23%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$6.4M	80643	5.13%	SOLE
7	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.9M	174313	4.74%	SOLE
8	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.6M	110645	4.49%	SOLE
9	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.3M	181322	3.44%	SOLE
10	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.3M	86008	3.44%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.9M	85352	3.09%	SOLE
12	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.3M	17811	2.63%	SOLE
13	ISHARES TR	RUS 1000 VAL ETF	$3.2M	14774	2.53%	SOLE
14	ISHARES TR	EAFE SML CP ETF	$3.1M	39496	2.48%	SOLE
15	PIMCO ETF TR	ENHAN SHRT MA AC	$3.1M	30685	2.48%	SOLE
16	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.0M	66518	2.37%	SOLE
17	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.9M	11366	2.35%	SOLE
18	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.8M	84155	2.27%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4291	2.06%	SOLE
20	ISHARES TR	RUS 1000 GRW ETF	$2.1M	4817	1.65%	SOLE
21	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.9M	21935	1.56%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$1.6M	6141	1.29%	SOLE
23	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.5M	26666	1.21%	SOLE
24	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.5M	29288	1.20%	SOLE
25	ISHARES INC	CORE MSCI EMKT	$1.3M	18082	1.01%	SOLE
26	ISHARES TR	CORE MSCI EAFE	$1.1M	12461	0.91%	SOLE
27	APPLE INC	COM	$1.1M	4421	0.90%	SOLE
28	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$940K	14721	0.75%	SOLE
29	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$808K	11051	0.65%	SOLE
30	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$674K	9159	0.54%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$672K	2340	0.54%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$663K	7524	0.53%	SOLE
33	ISHARES TR	RUS 1000 ETF	$654K	1835	0.52%	SOLE
34	ALLSTATE CORP	COM	$623K	3008	0.50%	SOLE
35	MERCK & CO INC	COM	$618K	5138	0.50%	SOLE
36	VANGUARD MUN BD FDS	TAX EXEMPT BD	$569K	11407	0.46%	SOLE
37	ISHARES U S ETF TR	SHORT DURATION B	$555K	10924	0.45%	SOLE
38	MICROSOFT CORP	COM	$536K	1449	0.43%	SOLE
39	ISHARES TR	RUS 2000 VAL ETF	$505K	2665	0.41%	SOLE
40	ISHARES TR	MSCI EAFE MIN VL	$400K	4378	0.32%	SOLE
41	AMGEN INC	COM	$385K	1095	0.31%	SOLE
42	MCDONALDS CORP	COM	$356K	1147	0.29%	SOLE
43	ISHARES TR	RUSSELL 2000 ETF	$272K	1098	0.22%	SOLE
44	J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$265K	5052	0.21%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$225K	226	0.18%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$211K	659	0.17%	SOLE
47	ISHARES INC	MSCI EMRG CHN	$202K	2579	0.16%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$197K	2000	0.16%	SOLE
49	VANGUARD WORLD FD	HEALTH CAR ETF	$193K	710	0.15%	SOLE
50	MICROCHIP TECHNOLOGY INC.	COM	$187K	2902	0.15%	SOLE

1–50 of 265

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.