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Rodrigo Diaz

Strategic Wealth Investment Group, Llc

Assets Managed
$788.061M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-3.14%(2Q avg: -17.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Wealth Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Strategic Wealth Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 788.061M in assets, with a quarterly growth rate of -3.14% and a 2-quarter average growth rate of -17.33%. The portfolio is managed by Rodrigo Diaz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 0.76%
8.06%
$63.477M
2.215M shares@ $28.67 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 1.26%
5.04%
$39.641M
479,047 shares@ $82.75 avg price
BCUS
Bancreek U.s. Large Cap Etf
Recent Activity
Increased 1.4%
4.6%
$36.223M
1.134M shares@ $31.94 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.57%
3.86%
$30.36M
145,773 shares@ $208.28 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 0.63%
3.71%
$29.222M
1.111M shares@ $26.31 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.85%
3.24%
$25.483M
100,409 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.64%
3.03%
$23.839M
64,401 shares@ $370.17 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.05%
2.88%
$22.619M
34,781 shares@ $650.34 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.14%
2.77%
$21.816M
70,485 shares@ $309.52 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.79%
2.65%
$20.815M
70,761 shares@ $294.16 avg price

1-10 of 94