# EDGAR Filing Document

**Accession Number:** 0001802365
**File Stem:** 0001802365-26-000001
**Filing Date:** 2026-2
**Character Count:** 13195
**Document Hash:** e7e488e4d88c239875ff6dd2e7b6085a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802365-26-000001.hdr.sgml**: 20260211

**ACCESSION NUMBER**: 0001802365-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260211

**DATE AS OF CHANGE**: 20260211

**EFFECTIVENESS DATE**: 20260211

**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:** 26618920

**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:** 12-31-2025

**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  02-11-2026<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:** 93

**Form 13F Information Table Value Total:** $813629228

      (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 |  | 63398521 | 2198284 | SH |  | SOLE |  | 0 | 0 | 2198284 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 39622239 | 473101 | SH |  | SOLE |  | 0 | 0 | 473101 |
| EXCHANGE LISTED FDS TR | BANCREEK US LARG | 30151E558 |  | 36102626 | 1118553 | SH |  | SOLE |  | 0 | 0 | 1118553 |
| AMAZON COM INC | COM | 023135106 |  | 32806908 | 142132 | SH |  | SOLE |  | 0 | 0 | 142132 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 29227545 | 1104176 | SH |  | SOLE |  | 0 | 0 | 1104176 |
| MICROSOFT CORP | COM | 594918104 |  | 28151269 | 58209 | SH |  | SOLE |  | 0 | 0 | 58209 |
| APPLE INC | COM | 037833100 |  | 27532660 | 101275 | SH |  | SOLE |  | 0 | 0 | 101275 |
| BROADCOM INC | COM | 11135F101 |  | 24361751 | 70389 | SH |  | SOLE |  | 0 | 0 | 70389 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 23970973 | 35152 | SH |  | SOLE |  | 0 | 0 | 35152 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 22623369 | 70211 | SH |  | SOLE |  | 0 | 0 | 70211 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 22143971 | 118734 | SH |  | SOLE |  | 0 | 0 | 118734 |
| META PLATFORMS INC | CL A | 30303M102 |  | 20747120 | 31431 | SH |  | SOLE |  | 0 | 0 | 31431 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 20130508 | 34741 | SH |  | SOLE |  | 0 | 0 | 34741 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 19739012 | 49807 | SH |  | SOLE |  | 0 | 0 | 49807 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 16317514 | 52133 | SH |  | SOLE |  | 0 | 0 | 52133 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 15721991 | 177670 | SH |  | SOLE |  | 0 | 0 | 177670 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 15510815 | 528207 | SH |  | SOLE |  | 0 | 0 | 528207 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 15293000 | 17398 | SH |  | SOLE |  | 0 | 0 | 17398 |
| SALESFORCE INC | COM | 79466L302 |  | 15119576 | 57074 | SH |  | SOLE |  | 0 | 0 | 57074 |
| HUBBELL INC | COM | 443510607 |  | 14565254 | 32797 | SH |  | SOLE |  | 0 | 0 | 32797 |
| VISA INC | COM CL A | 92826C839 |  | 13836228 | 39452 | SH |  | SOLE |  | 0 | 0 | 39452 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 13566370 | 148461 | SH |  | SOLE |  | 0 | 0 | 148461 |
| ELI LILLY  CO | COM | 532457108 |  | 13237581 | 12318 | SH |  | SOLE |  | 0 | 0 | 12318 |
| EXCHANGE LISTED FDS TR | BANCREEK INT LC | 30151E541 |  | 12924871 | 462943 | SH |  | SOLE |  | 0 | 0 | 462943 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 12483155 | 60320 | SH |  | SOLE |  | 0 | 0 | 60320 |
| DANAHER CORPORATION | COM | 235851102 |  | 12130052 | 52988 | SH |  | SOLE |  | 0 | 0 | 52988 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 12001103 | 32440 | SH |  | SOLE |  | 0 | 0 | 32440 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 11724278 | 130270 | SH |  | SOLE |  | 0 | 0 | 130270 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 10494751 | 128439 | SH |  | SOLE |  | 0 | 0 | 128439 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 10175962 | 71007 | SH |  | SOLE |  | 0 | 0 | 71007 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 9910358 | 53419 | SH |  | SOLE |  | 0 | 0 | 53419 |
| BOEING CO | COM | 097023105 |  | 9908705 | 45637 | SH |  | SOLE |  | 0 | 0 | 45637 |
| PEPSICO INC | COM | 713448108 |  | 9779392 | 68140 | SH |  | SOLE |  | 0 | 0 | 68140 |
| LINDE PLC | SHS | G54950103 |  | 9767151 | 22907 | SH |  | SOLE |  | 0 | 0 | 22907 |
| BLACKSTONE INC | COM | 09260D107 |  | 9721656 | 63070 | SH |  | SOLE |  | 0 | 0 | 63070 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 9695283 | 101681 | SH |  | SOLE |  | 0 | 0 | 101681 |
| ABBVIE INC | COM | 00287Y109 |  | 9615130 | 42081 | SH |  | SOLE |  | 0 | 0 | 42081 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 9457008 | 31927 | SH |  | SOLE |  | 0 | 0 | 31927 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 9378395 | 102822 | SH |  | SOLE |  | 0 | 0 | 102822 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 8844845 | 10257 | SH |  | SOLE |  | 0 | 0 | 10257 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 8740343 | 74570 | SH |  | SOLE |  | 0 | 0 | 74570 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 |  | 7683099 | 183236 | SH |  | SOLE |  | 0 | 0 | 183236 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 7183104 | 11693 | SH |  | SOLE |  | 0 | 0 | 11693 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 6700258 | 216417 | SH |  | SOLE |  | 0 | 0 | 216417 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 6158092 | 28028 | SH |  | SOLE |  | 0 | 0 | 28028 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 5516734 | 129228 | SH |  | SOLE |  | 0 | 0 | 129228 |
| NETFLIX INC | COM | 64110L106 |  | 5327631 | 56822 | SH |  | SOLE |  | 0 | 0 | 56822 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 4933977 | 67074 | SH |  | SOLE |  | 0 | 0 | 67074 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3994415 | 33193 | SH |  | SOLE |  | 0 | 0 | 33193 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 |  | 2492078 | 12121 | SH |  | SOLE |  | 0 | 0 | 12121 |
| ARK ETF TR | AUTNMUS TECHNLGY | 00214Q203 |  | 2346976 | 20469 | SH |  | SOLE |  | 0 | 0 | 20469 |
| EA SERIES TRUST | COASTAL COMPASS | 02072L169 |  | 2078818 | 76891 | SH |  | SOLE |  | 0 | 0 | 76891 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 2068005 | 34165 | SH |  | SOLE |  | 0 | 0 | 34165 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 1828465 | 23771 | SH |  | SOLE |  | 0 | 0 | 23771 |
| AMPLIFY ETF TR | BLOCKCHAIN TECHN | 032108607 |  | 1713565 | 30121 | SH |  | SOLE |  | 0 | 0 | 30121 |
| ISHARES TR | FUTURE EXPONENTI | 46434V381 |  | 1603581 | 22994 | SH |  | SOLE |  | 0 | 0 | 22994 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 1574467 | 7586 | SH |  | SOLE |  | 0 | 0 | 7586 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 92189F700 |  | 1562685 | 21468 | SH |  | SOLE |  | 0 | 0 | 21468 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1329847 | 2726 | SH |  | SOLE |  | 0 | 0 | 2726 |
| TESLA INC | COM | 88160R101 |  | 1321727 | 2939 | SH |  | SOLE |  | 0 | 0 | 2939 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1315475 | 4903 | SH |  | SOLE |  | 0 | 0 | 4903 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1206755 | 26069 | SH |  | SOLE |  | 0 | 0 | 26069 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 1106526 | 8188 | SH |  | SOLE |  | 0 | 0 | 8188 |
| HOULIHAN LOKEY INC | CL A | 441593100 |  | 868528 | 4986 | SH |  | SOLE |  | 0 | 0 | 4986 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 802563 | 3652 | SH |  | SOLE |  | 0 | 0 | 3652 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 725925 | 2389 | SH |  | SOLE |  | 0 | 0 | 2389 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 |  | 704781 | 9188 | SH |  | SOLE |  | 0 | 0 | 9188 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 |  | 666187 | 8289 | SH |  | SOLE |  | 0 | 0 | 8289 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 623833 | 5994 | SH |  | SOLE |  | 0 | 0 | 5994 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 557670 | 2301 | SH |  | SOLE |  | 0 | 0 | 2301 |
| WALMART INC | COM | 931142103 |  | 551450 | 4950 | SH |  | SOLE |  | 0 | 0 | 4950 |
| MCDONALDS CORP | COM | 580135101 |  | 542956 | 1777 | SH |  | SOLE |  | 0 | 0 | 1777 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 525486 | 1567 | SH |  | SOLE |  | 0 | 0 | 1567 |
| STERIS PLC | SHS USD | G8473T100 |  | 407153 | 1606 | SH |  | SOLE |  | 0 | 0 | 1606 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 403415 | 5811 | SH |  | SOLE |  | 0 | 0 | 5811 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 372447 | 1833 | SH |  | SOLE |  | 0 | 0 | 1833 |
| DISNEY WALT CO | COM | 254687106 |  | 334640 | 2941 | SH |  | SOLE |  | 0 | 0 | 2941 |
| ISHARES TR | CORE S ETF | 464287200 |  | 322714 | 471 | SH |  | SOLE |  | 0 | 0 | 471 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 293280 | 389 | SH |  | SOLE |  | 0 | 0 | 389 |
| COCA COLA CO | COM | 191216100 |  | 293162 | 4193 | SH |  | SOLE |  | 0 | 0 | 4193 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 281818 | 5727 | SH |  | SOLE |  | 0 | 0 | 5727 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 279317 | 1946 | SH |  | SOLE |  | 0 | 0 | 1946 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 271934 | 541 | SH |  | SOLE |  | 0 | 0 | 541 |
| HOME DEPOT INC | COM | 437076102 |  | 261993 | 761 | SH |  | SOLE |  | 0 | 0 | 761 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 |  | 247926 | 6495 | SH |  | SOLE |  | 0 | 0 | 6495 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 242024 | 9399 | SH |  | SOLE |  | 0 | 0 | 9399 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 240012 | 827 | SH |  | SOLE |  | 0 | 0 | 827 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 223739 | 713 | SH |  | SOLE |  | 0 | 0 | 713 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 222992 | 719 | SH |  | SOLE |  | 0 | 0 | 719 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 215075 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| MCKESSON CORP | COM | 58155Q103 |  | 212455 | 259 | SH |  | SOLE |  | 0 | 0 | 259 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 204150 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 204084 | 2058 | SH |  | SOLE |  | 0 | 0 | 2058 |

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