Latest Strategic Wealth Designers Stock Portfolio
Strategic Wealth Designers Performance:
2025 Q3: 2.65%YTD: 36.29%2024: -14.83%
Performance for 2025 Q3 is 2.65%, and YTD is 36.29%, and 2024 is -14.83%.
About Strategic Wealth Designers and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Strategic Wealth Investment Group, LLC reported an equity portfolio of $1.2 Billions as of 30 Sep, 2025.
The top stock holdings of Strategic Wealth Investment Group, LLC are BIL, AGOV, BNDW. The fund has invested 8.1% of it's portfolio in SPDR SERIES TRUST and 4.8% of portfolio in EXCHANGE LISTED FDS TR.
The fund managers got completely rid off ISHARES TR (BGRN), ISHARES TR (IJR) and ARK ETF TR (ARKF) stocks. Strategic Wealth Investment Group, LLC opened new stock positions in BOSTON SCIENTIFIC CORP (BSX), VANGUARD INTL EQUITY INDEX F (VEU) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), ATT INC (T) and PROSHARES TR (BZQ).
The top stock holdings of Strategic Wealth Investment Group, LLC are BIL, AGOV, BNDW. The fund has invested 8.1% of it's portfolio in SPDR SERIES TRUST and 4.8% of portfolio in EXCHANGE LISTED FDS TR.
The fund managers got completely rid off ISHARES TR (BGRN), ISHARES TR (IJR) and ARK ETF TR (ARKF) stocks. Strategic Wealth Investment Group, LLC opened new stock positions in BOSTON SCIENTIFIC CORP (BSX), VANGUARD INTL EQUITY INDEX F (VEU) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), ATT INC (T) and PROSHARES TR (BZQ).
Strategic Wealth Designers Annual Return Estimates Vs S&P 500
Our best estimate is that Strategic Wealth Investment Group, LLC made a return of 2.65% in the last quarter. In trailing 12 months, it's portfolio return was 0.29%.
New Buys
| Ticker | $ Bought |
|---|---|
| boston scientific corp | 12,978,900 |
| vanguard intl equity index f | 5,655,940 |
| exxon mobil corp | 4,268,740 |
| ark etf tr | 3,142,980 |
| accenture plc ireland | 1,248,290 |
| american centy etf tr | 1,240,920 |
| amplify etf tr | 1,055,310 |
| taiwan semiconductor mfg ltd | 1,014,660 |
New stocks bought by Strategic Wealth Designers
Additions
| Ticker | % Inc. |
|---|---|
| blackstone inc | 664,433 |
| att inc | 27,180 |
| proshares tr | 23,467 |
| disney walt co | 22,150 |
| vanguard index fds | 8,038 |
| netflix inc | 7,942 |
| steris plc | 5,881 |
| exchange listed fds tr | 5,143 |
Additions to existing portfolio by Strategic Wealth Designers
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -166,174 |
| avantor inc | -31,752 |
| ark etf tr | -37,889 |
| invesco actvely mngd etc fd | -11,658 |
| crispr therapeutics ag | -36,480 |
| pulse biosciences inc | -9,054 |
| ishares tr | -80,289 |
| cbiz inc | -36,931 |
Strategic Wealth Designers got rid off the above stocks
Sector Distribution
Strategic Wealth Investment Group, LLC has about 43.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 43.5 |
| Technology | 17.1 |
| Financial Services | 10 |
| Healthcare | 8.6 |
| Consumer Cyclical | 5.4 |
| Communication Services | 5.2 |
| Consumer Defensive | 3.8 |
| Industrials | 3.6 |
| Basic Materials | 1.3 |
Market Cap. Distribution
Strategic Wealth Investment Group, LLC has about 55.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 43.5 |
| MEGA-CAP | 38.9 |
| LARGE-CAP | 17 |
Stocks belong to which Index?
About 54.4% of the stocks held by Strategic Wealth Investment Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 54.4 |
| Others | 45.3 |
Strategic Wealth Designers Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Strategic Wealth Designers
Strategic Wealth Investment Group, LLC has 129 stocks in it's portfolio. About 41.4% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Strategic Wealth Investment Group, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.17 | 148,090 | 37,708,200 | added | 1,242 | ||
| AAXJ | ishares tr | 0.77 | 288,770 | 9,130,920 | added | 1,693 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | |||
| ABBV | abbvie inc | 1.15 | 58,901 | 13,638,000 | added | 2,262 | ||
| ABT | abbott labs | 0.03 | 2,500 | 334,886 | new | |||
| ACIO | etf ser solutions | 0.02 | 2,035 | 213,492 | new | |||
| ACN | accenture plc ireland | 0.10 | 5,062 | 1,248,290 | new | |||
| ACWF | ishares tr | 0.20 | 32,296 | 2,323,390 | added | 1,465 | ||
| ACWF | ishares tr | 0.04 | 6,812 | 463,735 | added | 1,403 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | |||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | |||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEMB | american centy etf tr | 0.10 | 11,416 | 1,240,920 | new | |||
| AFK | vaneck etf trust | 1.70 | 680,221 | 20,223,000 | added | 3,726 | ||
| AFK | vaneck etf trust | 0.22 | 35,362 | 2,597,330 | added | 2,899 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||