Strategic Wealth Partners, Ltd
$1.6B 13F equity value
1,576 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Strategic Wealth Partners, Ltd covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 5,084,437 | $142M | 8.8% |
| MBB | ISHARES MBS ETF | 517,750 | $49M | 3.0% |
| MSFT | MICROSOFT CORP COM | 122,138 | $46M | 2.8% |
| AAPL | APPLE INC COM | 154,485 | $45M | 2.8% |
| GOOGL | ALPHABET INC CAP STK CL A | 123,109 | $44M | 2.7% |
| EFA | ISHARES MSCI EAFE ETF | 399,214 | $41M | 2.6% |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1,359,676 | $41M | 2.5% |
| AVGO | BROADCOM INC COM | 91,809 | $35M | 2.1% |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 259,736 | $31M | 1.9% |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1,152,976 | $26M | 1.6% |
Track Strategic Wealth Partners, Ltd's 13F portfolio: $1.6B in reported holdings, 1,576 positions. Top holdings and quarterly changes on SentiSense.
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