Strategic Wealth Advisors LLC
CIK: 0002107449SEC EDGAR →
Portfolio Value
$117K
Holdings
260
As of
Q4 2025
New Positions
260
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 23,848 | $7.2M | 6161.06% |
| 2 | VANGUARD INDEX FDS | 30,576 | $6.5M | 5537.60% |
| 3 | DIMENSIONAL ETF TRUST | 165,561 | $6.3M | 5395.63% |
| 4 | VANGUARD SCOTTSDALE FDS | 73,769 | $5.9M | 5029.59% |
| 5 | DIMENSIONAL ETF TRUST | 151,869 | $4.9M | 4229.95% |
| 6 | J P MORGAN EXCHANGE TRADED F | 89,892 | $4.5M | 3888.72% |
| 7 | DIMENSIONAL ETF TRUST | 82,320 | $3.9M | 3294.33% |
| 8 | DIMENSIONAL ETF TRUST | 165,957 | $3.8M | 3249.86% |
| 9 | VANGUARD INDEX FDS | 17,797 | $3.2M | 2699.10% |
| 10 | ISHARES TR | 40,598 | $3.1M | 2691.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 110 | $83.7M | 89.9% |
| Unknown | 12 | $2.7M | 2.9% |
| Technology | 32 | $2.5M | 2.7% |
| Healthcare | 26 | $1.5M | 1.6% |
| Industrials | 21 | $700K | 0.8% |
| Consumer Cyclical | 13 | $527K | 0.6% |
| Consumer Defensive | 10 | $422K | 0.5% |
| Communication Services | 9 | $397K | 0.4% |
| Energy | 10 | $227K | 0.2% |
| Real Estate | 4 | $212K | 0.2% |
| Utilities | 4 | $100K | 0.1% |
| Basic Materials | 9 | $42K | 0.0% |