Strategic Wealth Designers
RIA/Wealth
Strategic Wealth Designers is a RIA/Wealth based in San Francisco, CA led by Matthew James Dicken, managing $1.2B across 130 long positions as of Q3 2025 with 41% ETF concentration.
CEOMatthew James Dicken
- Portfolio Value
- $1.2B
- Positions
- 130
- Top Holding
- SPTI at 8.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Strategic Wealth Designers's portfolio (41.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $96.3M | 8.10% | +$94.0M Bought | — 3.3M shares | |
ETF ETF | $56.7M | 4.77% | +$54.7M Bought | — 1.7M shares | |
ETF ETF | $52.3M | 4.41% | +$50.8M Bought | — 622.3K shares | |
ETF ETF | $47.3M | 3.98% | +$44.8M Bought | — 1.8M shares | |
ETF ETF | $46.7M | 3.93% | +$44.6M Bought | — 70.1K shares | |
Software - Infrastructure Technology | $44.2M | 3.72% | +$41.5M Bought | 0.00% 85.4K shares | |
Specialty Retail Consumer Cyclical | $44.1M | 3.71% | +$41.5M Bought | 0.00% 200.7K shares | |
Consumer Electronics Technology | $37.7M | 3.17% | +$34.9M Bought | 0.00% 148.1K shares | |
Semiconductors Technology | $33.7M | 2.83% | +$31.2M Bought | 0.00% 102.1K shares | |
Semiconductors Technology | $32.5M | 2.74% | +$29.9M Bought | 0.00% 174.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Strategic Wealth Designers's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Strategic Wealth Designers
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