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Portfolio (Quarterly) Guide ↗

Strategic Wealth Advisors LLC

· CIK 0002107449
13F Portfolio $117M AUM 268 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 260 New
Page 12 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ONON ON HLDG AG Consumer Cyclical 93.0 $4K 0.00% NEW $43.01 -32.6%
222 ARKK ARK ETF TR 44.0 $3K 0.00% NEW $68.18 +28.1%
223 AME AMETEK INC Industrials 16.0 $3K 0.00% NEW $187.50 +29.8%
224 ARGX ARGENX SE Healthcare 4.0 $3K 0.00% NEW $750.00 +41.0%
225 BSX BOSTON SCIENTIFIC CORP Healthcare 39.0 $3K 0.00% NEW $76.92 -39.2%
226 CCL CARNIVAL CORP Consumer Cyclical 100.0 $3K 0.00% NEW $30.00 -16.8%
227 NET CLOUDFLARE INC Technology 18.0 $3K 0.00% NEW $166.67 +84.7%
228 COHR COHERENT CORP Technology 20.0 $3K 0.00% NEW $150.00 +95.6%
229 DDOG DATADOG INC Technology 27.0 $3K 0.00% NEW $111.11 +118.8%
230 EFV ISHARES TR 49.0 $3K 0.00% NEW $61.22 +33.5%
231 KLAC KLA CORP Technology 3.0 $3K 0.00% NEW $1000.00 -81.7%
232 OXY OCCIDENTAL PETE CORP Energy 85.0 $3K 0.00% NEW $35.29 +68.0%
233 OLN OLIN CORP Basic Materials 180.0 $3K 0.00% NEW $16.67 +4.1%
234 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 635.0 $3K 0.00% NEW $4.72 -27.6%
235 ROST ROSS STORES INC Consumer Cyclical 17.0 $3K 0.00% NEW $176.47 +30.4%
236 TKO TKO GROUP HOLDINGS INC Communication Services 17.0 $3K 0.00% NEW $176.47 +4.9%
237 ASTRAZENECA PLC 35.0 $3K 0.00% NEW $85.71
238 CAG CONAGRA BRANDS INC Consumer Defensive 167.0 $2K 0.00% NEW $11.98 +34.1%
239 DIS DISNEY WALT CO Communication Services 26.0 $2K 0.00% NEW $76.92 +39.5%
240 IJS ISHARES TR 24.0 $2K 0.00% NEW $83.33 +65.7%
Page 12 of 13  ·  260 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 65.3%
Technology 12.3%
Healthcare 7.7%
Industrials 4.7%
Consumer Defensive 3.0%
Consumer Cyclical 2.8%
Communication Services 1.1%
Energy 1.1%
Real Estate 1.0%
Utilities 0.6%