Institutional Fund
Strategic Wealth Advisors LLC
Scottsdale, AZCIK 21074492 filings on record
Portfolio Value
$124.7K
Q1 2026
Holdings
267
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+6.6%
from $116.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr8.7%
- Ishares Tr7.3%
- Vanguard Index Fds5.7%
- Vanguard Index Fds5.3%
- Dimensional ETF Trust5.2%
- Vanguard Scottsdale Fds5.1%
- Other62.5%
Portfolio Holdings
267 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 16.8K | $10.9K | 8.7% | −116 | Reduced |
| 2 | Ishares Tr | 13.9K | $9.1K | 7.3% | +869 | Added |
| 3 | Vanguard Index Fds | 23.7K | $7.2K | 5.7% | −169 | Reduced |
| 4 | Vanguard Index Fds | 30.5K | $6.6K | 5.3% | −87 | Reduced |
| 5 | Dimensional ETF Trust | 167.2K | $6.5K | 5.2% | +1.7K | Added |
| 6 | Vanguard Scottsdale Fds | 80.6K | $6.4K | 5.1% | +6.9K | Added |
| 7 | Dimensional ETF Trust | 174.3K | $5.9K | 4.7% | +22.4K | Added |
| 8 | J P Morgan Exchange Traded F | 110.6K | $5.6K | 4.5% | +20.8K | Added |
| 9 | Dimensional ETF Trust | 181.3K | $4.3K | 3.4% | +15.4K | Added |
| 10 | Vanguard Bd Index Fds | 86.0K | $4.3K | 3.4% | +58.0K | Added |
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