Strategic Wealth Partners, Ltd
$1.4B Assets Reported
1,578 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 4,817,989 | $128M | 8.9% |
| MBB | ISHARES MBS ETF | 485,919 | $46M | 3.2% |
| MSFT | MICROSOFT CORP COM | 113,597 | $42M | 2.9% |
| EFA | ISHARES MSCI EAFE ETF | 394,363 | $38M | 2.7% |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1,269,078 | $38M | 2.6% |
| AAPL | APPLE INC COM | 148,882 | $38M | 2.6% |
| GOOGL | ALPHABET INC CAP STK CL A | 130,992 | $38M | 2.6% |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 241,901 | $29M | 2.0% |
| AVGO | BROADCOM INC COM | 87,526 | $27M | 1.9% |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1,115,185 | $25M | 1.7% |
Track Strategic Wealth Partners, Ltd's 13F portfolio: $1.4B in reported holdings, 1,578 positions. Top holdings, AUM, and quarterly changes on SentiSense.