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Cindi Hill

Strategic Wealth Advisors Llc

Assets Managed
$124.674M
Holdings
267
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
6.63%(2Q avg: 3.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 267 positions.

Assets under management

The assets under management (AUM) of Strategic Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.674M in assets, with a quarterly growth rate of 6.63% and a 2-quarter average growth rate of 3.32%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.68%
8.75%
$10.898M
16,758 shares@ $650.32 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.65%
7.31%
$9.109M
13,945 shares@ $653.21 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -0.7%
5.74%
$7.156M
23,679 shares@ $302.21 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -0.28%
5.32%
$6.623M
30,489 shares@ $217.23 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.02%
5.23%
$6.515M
167,242 shares@ $38.96 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 9.32%
5.13%
$6.392M
80,643 shares@ $79.27 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 14.78%
4.74%
$5.902M
174,313 shares@ $33.86 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 23.09%
4.5%
$5.599M
110,645 shares@ $50.61 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 9.26%
3.44%
$4.288M
181,322 shares@ $23.65 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 206.76%
3.44%
$4.281M
86,008 shares@ $49.78 avg price

1-10 of 267