Strategic Wealth Investment Group, LLC has disclosed its latest financial position through a 13F-HR filing, revealing a total investment value exceeding $806 million as of September 30, 2026. This significant update underscores the firm’s strategic investment decisions and its positioning within the competitive landscape of asset management.

The company, based in Louisville, Kentucky, is classified under the investment management sector. The firm has been actively involved in managing substantial assets, with its recent filings indicating a consistent approach to portfolio management. The latest filing, with accession number 0001802365-26-000005, was submitted on October 29, 2026, and is part of a series of filings that demonstrate the firm’s ongoing commitment to transparency and regulatory compliance.

Background

Strategic Wealth Investment Group, LLC, incorporated in Kentucky, operates in the investment management sector. The firm has undergone a name change from Strategic Wealth Designers as of February 5, 2020. Its recent filings include several 13F-HR forms, with the latest one dated October 29, 2026, and previous filings indicating a steady growth in asset management capabilities.

What the Filing Says

The 13F-HR filing reveals that Strategic Wealth Investment Group holds a total of 100 positions, with a reported total value of $806,254,046. This figure highlights the firm’s significant investments in various sectors, particularly in technology and healthcare. Notable holdings include:

  • Tesla Inc. - valued at over $1 million
  • Alphabet Inc. - valued at over $500,000
  • McKesson Corp. - valued at over $200,000
  • Disney Walt Co. - valued at over $260,000

These holdings reflect a strategic focus on growth-oriented companies that are well-positioned in their respective markets.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors within the investment management industry. The substantial asset value indicates that Strategic Wealth Investment Group is actively managing a diverse portfolio, which could attract interest from potential clients and partners. Moreover, the focus on prominent companies in technology and healthcare sectors aligns with broader market trends, potentially influencing investment strategies across the industry.

What's Next

The filing does not specify what happens next for Strategic Wealth Investment Group, but it is expected that the firm will continue to monitor its investments closely and adapt its strategy in response to market conditions. Future filings will likely provide further insights into the firm’s evolving investment strategy and performance.