# EDGAR Filing Document

**Accession Number:** 0001802365
**File Stem:** 0001802365-26-000002
**Filing Date:** 2026-5
**Character Count:** 13362
**Document Hash:** b37212b3b27ff35382ff7541682f7f36
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802365-26-000002.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0001802365-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Strategic Wealth Investment Group, LLC
- **CENTRAL INDEX KEY:** 0001802365

**ORGANIZATION NAME:**
- **EIN:** 331027701
- **STATE OF INCORPORATION:** KY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19838
- **FILM NUMBER:** 26962231

**BUSINESS ADDRESS:**
- **STREET 1:** 500 N. HURSTBOURNE PKWY
- **STREET 2:** SUITE 120
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40222
- **BUSINESS PHONE:** 5024123354

**MAIL ADDRESS:**
- **STREET 1:** 500 N. HURSTBOURNE PKWY
- **STREET 2:** SUITE 120
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40222

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Strategic Wealth Designers
- **DATE OF NAME CHANGE:** 20200205

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Strategic Wealth Investment Group LLC<br>**Address:** 500 N. HURSTBOURNE PKWY<br>SUITE 120<br>LOUISVILLE, KY 40222

**Form 13F File Number:** 028-19838

**CRD Number (if applicable):** 000165474

**SEC File Number (if applicable):** 801-117642

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rodrigo Diaz<br>**Title:** Compliance Analyst<br>**Phone:** 8593083246

**Signature, Place, and Date of Signing:**

Rodrigo Diaz  Covington, KY  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $788060840

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 63477010 | 2214829 | SH |  | SOLE |  | 0 | 0 | 2214829 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 39641110 | 479047 | SH |  | SOLE |  | 0 | 0 | 479047 |
| EXCHANGE LISTED FDS TR | BANCREEK US LARG | 30151E558 |  | 36223203 | 1134102 | SH |  | SOLE |  | 0 | 0 | 1134102 |
| AMAZON COM INC | COM | 023135106 |  | 30360143 | 145773 | SH |  | SOLE |  | 0 | 0 | 145773 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 29222175 | 1111109 | SH |  | SOLE |  | 0 | 0 | 1111109 |
| APPLE INC | COM | 037833100 |  | 25482862 | 100409 | SH |  | SOLE |  | 0 | 0 | 100409 |
| MICROSOFT CORP | COM | 594918104 |  | 23839258 | 64401 | SH |  | SOLE |  | 0 | 0 | 64401 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 22619266 | 34781 | SH |  | SOLE |  | 0 | 0 | 34781 |
| BROADCOM INC | COM | 11135F101 |  | 21815926 | 70485 | SH |  | SOLE |  | 0 | 0 | 70485 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 20814958 | 70761 | SH |  | SOLE |  | 0 | 0 | 70761 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 20720185 | 48154 | SH |  | SOLE |  | 0 | 0 | 48154 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 20593911 | 118084 | SH |  | SOLE |  | 0 | 0 | 118084 |
| META PLATFORMS INC | CL A | 30303M102 |  | 19073619 | 33338 | SH |  | SOLE |  | 0 | 0 | 33338 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 17771704 | 36156 | SH |  | SOLE |  | 0 | 0 | 36156 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 16161124 | 182200 | SH |  | SOLE |  | 0 | 0 | 182200 |
| HUBBELL INC | COM | 443510607 |  | 15853259 | 32305 | SH |  | SOLE |  | 0 | 0 | 32305 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 15778610 | 549395 | SH |  | SOLE |  | 0 | 0 | 549395 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 14646859 | 17313 | SH |  | SOLE |  | 0 | 0 | 17313 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 14457316 | 50276 | SH |  | SOLE |  | 0 | 0 | 50276 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 14262773 | 58349 | SH |  | SOLE |  | 0 | 0 | 58349 |
| EXCHANGE LISTED FDS TR | BANCREEK INT LC | 30151E541 |  | 13519354 | 514513 | SH |  | SOLE |  | 0 | 0 | 514513 |
| VISA INC | COM CL A | 92826C839 |  | 12242455 | 40506 | SH |  | SOLE |  | 0 | 0 | 40506 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 12153147 | 128960 | SH |  | SOLE |  | 0 | 0 | 128960 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 11789638 | 128652 | SH |  | SOLE |  | 0 | 0 | 128652 |
| SALESFORCE INC | COM | 79466L302 |  | 11667948 | 62506 | SH |  | SOLE |  | 0 | 0 | 62506 |
| LINDE PLC | SHS | G54950103 |  | 11468020 | 23132 | SH |  | SOLE |  | 0 | 0 | 23132 |
| ELI LILLY  CO | COM | 532457108 |  | 11104406 | 12073 | SH |  | SOLE |  | 0 | 0 | 12073 |
| PEPSICO INC | COM | 713448108 |  | 10657083 | 68627 | SH |  | SOLE |  | 0 | 0 | 68627 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 10358945 | 10396 | SH |  | SOLE |  | 0 | 0 | 10396 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 |  | 10344528 | 179561 | SH |  | SOLE |  | 0 | 0 | 179561 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 10334982 | 71552 | SH |  | SOLE |  | 0 | 0 | 71552 |
| DANAHER CORP DEL | COM | 235851102 |  | 10095394 | 53246 | SH |  | SOLE |  | 0 | 0 | 53246 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 9931619 | 75849 | SH |  | SOLE |  | 0 | 0 | 75849 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 9911275 | 32767 | SH |  | SOLE |  | 0 | 0 | 32767 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 9712674 | 105218 | SH |  | SOLE |  | 0 | 0 | 105218 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 9624594 | 133805 | SH |  | SOLE |  | 0 | 0 | 133805 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 9466101 | 54575 | SH |  | SOLE |  | 0 | 0 | 54575 |
| ABBVIE INC | COM | 00287Y109 |  | 9219349 | 42390 | SH |  | SOLE |  | 0 | 0 | 42390 |
| BOEING CO | COM | 097023105 |  | 9180657 | 46127 | SH |  | SOLE |  | 0 | 0 | 46127 |
| BLACKSTONE INC | COM | 09260D107 |  | 8356158 | 72669 | SH |  | SOLE |  | 0 | 0 | 72669 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 8219652 | 33911 | SH |  | SOLE |  | 0 | 0 | 33911 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 7317027 | 116606 | SH |  | SOLE |  | 0 | 0 | 116606 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 6607791 | 217935 | SH |  | SOLE |  | 0 | 0 | 217935 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 6492178 | 28253 | SH |  | SOLE |  | 0 | 0 | 28253 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6452011 | 11179 | SH |  | SOLE |  | 0 | 0 | 11179 |
| NETFLIX INC. | COM | 64110L106 |  | 6239270 | 64891 | SH |  | SOLE |  | 0 | 0 | 64891 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 5958030 | 35117 | SH |  | SOLE |  | 0 | 0 | 35117 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 5883926 | 128218 | SH |  | SOLE |  | 0 | 0 | 128218 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 5605103 | 74635 | SH |  | SOLE |  | 0 | 0 | 74635 |
| EA SERIES TRUST | COASTAL COMPASS | 02072L169 |  | 2638368 | 93584 | SH |  | SOLE |  | 0 | 0 | 93584 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 |  | 2528841 | 11562 | SH |  | SOLE |  | 0 | 0 | 11562 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 2503800 | 33863 | SH |  | SOLE |  | 0 | 0 | 33863 |
| ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 |  | 2332438 | 20742 | SH |  | SOLE |  | 0 | 0 | 20742 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 92189F700 |  | 1791909 | 21206 | SH |  | SOLE |  | 0 | 0 | 21206 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 1689716 | 7499 | SH |  | SOLE |  | 0 | 0 | 7499 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 1562681 | 23120 | SH |  | SOLE |  | 0 | 0 | 23120 |
| ISHARES TR | FUTURE EXPONENTI | 46434V381 |  | 1514632 | 22225 | SH |  | SOLE |  | 0 | 0 | 22225 |
| AMPLIFY ETF TR | BLOCKCHAIN TECHN | 032108607 |  | 1478482 | 29682 | SH |  | SOLE |  | 0 | 0 | 29682 |
| TESLA INC | COM | 88160R101 |  | 1049079 | 2822 | SH |  | SOLE |  | 0 | 0 | 2822 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1034223 | 25349 | SH |  | SOLE |  | 0 | 0 | 25349 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1022059 | 2340 | SH |  | SOLE |  | 0 | 0 | 2340 |
| AMPHENOL CORP | CL A | 032095101 |  | 980223 | 7758 | SH |  | SOLE |  | 0 | 0 | 7758 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 972018 | 4902 | SH |  | SOLE |  | 0 | 0 | 4902 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 |  | 850244 | 11323 | SH |  | SOLE |  | 0 | 0 | 11323 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 721861 | 2136 | SH |  | SOLE |  | 0 | 0 | 2136 |
| HOULIHAN LOKEY INC | CL A | 441593100 |  | 704187 | 4903 | SH |  | SOLE |  | 0 | 0 | 4903 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 654625 | 3044 | SH |  | SOLE |  | 0 | 0 | 3044 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 612744 | 5780 | SH |  | SOLE |  | 0 | 0 | 5780 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X475 |  | 572943 | 7568 | SH |  | SOLE |  | 0 | 0 | 7568 |
| WALMART INC | COM | 931142103 |  | 538721 | 4335 | SH |  | SOLE |  | 0 | 0 | 4335 |
| MCDONALDS CORP | COM | 580135101 |  | 519668 | 1672 | SH |  | SOLE |  | 0 | 0 | 1672 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 517584 | 1833 | SH |  | SOLE |  | 0 | 0 | 1833 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 464020 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 443507 | 3956 | SH |  | SOLE |  | 0 | 0 | 3956 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 435660 | 10840 | SH |  | SOLE |  | 0 | 0 | 10840 |
| DAVIS FUNDAMENTAL ETF TR | SELECT FINL | 23908L108 |  | 422348 | 9419 | SH |  | SOLE |  | 0 | 0 | 9419 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 411197 | 2254 | SH |  | SOLE |  | 0 | 0 | 2254 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 410021 | 5842 | SH |  | SOLE |  | 0 | 0 | 5842 |
| FIDELITY COVINGTON TRUST | DISRUPTIVE COMMU | 316092162 |  | 359554 | 8353 | SH |  | SOLE |  | 0 | 0 | 8353 |
| COCA COLA CO | COM | 191216100 |  | 312887 | 4114 | SH |  | SOLE |  | 0 | 0 | 4114 |
| ISHARES TR | CORE S ETF | 464287200 |  | 308366 | 472 | SH |  | SOLE |  | 0 | 0 | 472 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 291737 | 1970 | SH |  | SOLE |  | 0 | 0 | 1970 |
| DISNEY WALT CO | COM | 254687106 |  | 275146 | 2855 | SH |  | SOLE |  | 0 | 0 | 2855 |
| STERIS PLC | SHS USD | G8473T100 |  | 264914 | 1198 | SH |  | SOLE |  | 0 | 0 | 1198 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 261621 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 252636 | 362 | SH |  | SOLE |  | 0 | 0 | 362 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 246977 | 5373 | SH |  | SOLE |  | 0 | 0 | 5373 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 237498 | 827 | SH |  | SOLE |  | 0 | 0 | 827 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 |  | 236245 | 6514 | SH |  | SOLE |  | 0 | 0 | 6514 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 233142 | 713 | SH |  | SOLE |  | 0 | 0 | 713 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 225224 | 470 | SH |  | SOLE |  | 0 | 0 | 470 |
| MCKESSON CORP | COM | 58155Q103 |  | 224128 | 259 | SH |  | SOLE |  | 0 | 0 | 259 |
| HOME DEPOT INC | COM | 437076102 |  | 217537 | 661 | SH |  | SOLE |  | 0 | 0 | 661 |
| CREATIVE MEDIA  CMNTY TR | COM NEW | 12564W227 |  | 6843 | 11138 | SH |  | SOLE |  | 0 | 0 | 11138 |

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