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Strategic Wealth Partners, Ltd. 13F holdings

Filed 2026-08-12 · Strategic Wealth Partners, Ltd. · 1,463 positions · $1.6B

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TickerCompanySharesValue% of portfolio
—SWP GROWTH & INCOME ETF5.1M$141.7M8.8%
MBBISHARES MBS ETF517.8K$48.9M3.0%
MSFTMICROSOFT CORP COM122.1K$45.6M2.8%
AAPLAPPLE INC COM154.5K$44.7M2.8%
GOOGLALPHABET INC CAP STK CL A123.1K$44.0M2.7%
EFAISHARES MSCI EAFE ETF399.2K$41.5M2.6%
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF1.4M$40.8M2.5%
AVGOBROADCOM INC COM91.8K$34.7M2.1%
IEIISHARES 3-7 YEAR TREASURY BOND ETF259.7K$30.5M1.9%
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF1.2M$25.6M1.6%
METAMETA PLATFORMS INC CL A45.4K$25.6M1.6%
IBMINTERNATIONAL BUSINESS MACHS COM83.4K$23.5M1.5%
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF206.2K$22.5M1.4%
NVDANVIDIA CORPORATION COM106.5K$21.3M1.3%
JPMJPMORGAN CHASE & CO COM63.7K$20.8M1.3%
PLDPROLOGIS INC. COM149.1K$20.2M1.3%
ORCLORACLE CORP COM135.9K$19.9M1.2%
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF175.1K$19.3M1.2%
LLYELI LILLY & CO COM15.4K$18.5M1.1%
PMPHILIP MORRIS INTL INC COM100.0K$18.1M1.1%
URIUNITED RENTALS INC COM15.8K$17.9M1.1%
—ASTRAZENECA PLC ORD88.9K$16.9M1.0%
IVVISHARES CORE S&P 500 ETF22.3K$16.7M1.0%
RTXRTX CORPORATION COM87.6K$16.6M1.0%
PNCPNC FINL SVCS GROUP INC COM66.3K$16.3M1.0%
AMZNAMAZON COM INC COM67.7K$16.1M1.0%
ABBVABBVIE INC COM63.6K$16.0M1.0%
SPYSTATE STREET SPDR S&P 500 ETF21.2K$15.8M1.0%
SMHVANECK SEMICONDUCTOR ETF24.1K$15.8M1.0%
BXBLACKSTONE INC COM133.0K$15.7M1.0%
AXPAMERICAN EXPRESS CO COM46.2K$15.6M1.0%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS32.3K$15.4M1.0%
CCITIGROUP INC COM NEW109.8K$15.4M1.0%
IWMISHARES RUSSELL 2000 ETF49.9K$15.0M0.9%
TJXTJX COS INC NEW COM98.6K$14.9M0.9%
QQQINVESCO QQQ TRUST SERIES I20.1K$14.8M0.9%
EMREMERSON ELEC CO COM103.1K$14.8M0.9%
GSGOLDMAN SACHS GROUP INC COM14.5K$14.7M0.9%
FCXFREEPORT MCMORAN INC CL B230.9K$14.5M0.9%
DALDELTA AIR LINES INC COM NEW154.3K$14.5M0.9%
WMTWALMART INC COM126.1K$14.3M0.9%
XNTKSTATE STREET SPDR S&P BIOTECH ETF89.2K$14.1M0.9%
NEENEXTERA ENERGY INC COM158.2K$13.9M0.9%
DLRDIGITAL RLTY TR INC COM75.6K$13.6M0.8%
RRRRED ROCK RESORTS INC CL A191.1K$12.4M0.8%
CORCENCORA INC COM43.5K$12.3M0.8%
UNPUNION PAC CORP COM43.1K$11.7M0.7%
BKNGBOOKING HOLDINGS INC COM65.4K$11.7M0.7%
CCJCAMECO CORP COM113.7K$11.6M0.7%
PGRPROGRESSIVE CORP COM52.8K$11.5M0.7%
—MEDTRONIC PLC SHS147.0K$11.5M0.7%
BLKBLACKROCK INC COM11.9K$11.4M0.7%
EWJISHARES MSCI JAPAN ETF120.7K$11.3M0.7%
DGROISHARES CORE DIVIDEND GROWTH ETF148.1K$11.2M0.7%
IWVISHARES RUSSELL 3000 ETF26.1K$11.1M0.7%
TPBTURNING PT BRANDS INC COM122.6K$10.4M0.6%
RSPNINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF162.0K$10.4M0.6%
DRIDARDEN RESTAURANTS INC COM50.3K$10.4M0.6%
BDXBECTON DICKINSON & CO COM68.2K$10.3M0.6%
BKRBAKER HUGHES COMPANY CL A179.5K$10.0M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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