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Home > Institutional Investor > Strategic Wealth Advisors Llc > Profile

Instuitional Investor - Strategic Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Advisors Llc
Portfolio Value $124,674
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 16,758 $10,898 8.74%
2.
Ishares Trust
 IEF 13,945 $9,109 7.31%
3.
Vanguard Index Fds - SML CP GRW ETF
 23,679 $7,156 5.74%
4.
Vanguard Index Fds - SM CP VAL ETF
 30,489 $6,623 5.31%
5.
Dimensional Etf Trust
 167,242 $6,515 5.23%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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