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Strategic Wealth Partners

Latest statistics and disclosures from Strategic Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SWP, MSFT, MBB, AAPL, GOOGL, and represent 19.38% of Strategic Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JEF (+$13M), FLS (+$9.2M), XBI (+$7.3M), BUG (+$7.0M), AXP (+$6.5M), IBM (+$6.4M), TOL (+$6.4M), TM (+$5.7M), ENB, CNQ.
Started 242 new stock positions in VFF, QQQM, VTEB, VNLA, WTMF, APPS, NTSX, PSKY, FFOG, FLBL.
Reduced shares in these 10 stocks: BIL (-$13M), IGV (-$11M), KMI (-$9.2M), ORCL (-$8.8M), V (-$6.9M), BILS (-$6.6M), IYT (-$6.4M), TGT (-$6.4M), ROP (-$6.3M), MSFT (-$5.4M).
Sold out of its positions in ACM, AKAM, AAL, ANSS, ADM, AUR, ADSK, BITF, Bridge Invt Group Hldgs, CRNC.
Strategic Wealth Partners was a net seller of stock by $-13M.
Strategic Wealth Partners has $1.3B in assets under management (AUM), dropping by 5.41%.
Central Index Key (CIK): 0001720777

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Positions held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Strategic Wealth Partners

Strategic Wealth Partners holds 1314 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Strategic Wealth Partners has 1314 total positions. Only the first 250 positions are shown.

Sign up to view all of the Strategic Wealth Partners Sept. 30, 2025 positions
Download the Strategic Wealth Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Swp Growth & Income Etf Etf (SWP)	7.2	$96M	+3%	3.5M	27.68	View chart
Microsoft Corp Stock (MSFT)	3.7	$50M	-9%	96k	517.92	View chart
Ishares Mbs Etf Etf (MBB)	3.0	$40M	+5%	418k	95.15	View chart
Apple Stock (AAPL)	2.9	$39M	-7%	154k	254.58	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.6	$35M	-7%	144k	243.10	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	2.4	$32M		1.1M	30.29	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.4	$32M		347k	93.37	View chart
Broadcom Stock (AVGO)	2.2	$30M	-10%	91k	329.79	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	1.8	$24M	+3%	203k	119.51	View chart
Invesco International Dividend Achievers Etf Etf (PID)	1.5	$20M		959k	21.27	View chart
Oracle Corp Stock (ORCL)	1.4	$19M	-31%	69k	281.07	View chart
Nvidia Corporation Stock (NVDA)	1.4	$18M	-15%	98k	186.58	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.4	$18M	+2%	163k	111.47	View chart
International Business Machs Stock (IBM)	1.3	$17M	+58%	62k	282.05	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$17M	-15%	52k	315.36	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	1.1	$15M		135k	110.49	View chart
Blackstone Stock (BX)	1.1	$14M	+3%	84k	170.85	View chart
Astrazeneca Adr (AZN)	1.0	$14M	+6%	181k	76.72	View chart
Philip Morris Intl Stock (PM)	1.0	$14M	+10%	84k	162.24	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.0	$14M		20k	669.29	View chart
Amazon Stock (AMZN)	1.0	$14M	-17%	62k	219.57	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.0	$14M	-10%	20k	666.17	View chart
Rtx Corporation Stock (RTX)	1.0	$13M	+2%	80k	167.28	View chart
Pnc Finl Svcs Group Stock (PNC)	1.0	$13M	+39%	66k	200.93	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$13M		22k	600.36	View chart
Jefferies Finl Group Stock (JEF)	1.0	$13M	NEW	196k	65.42	View chart
Abbvie Stock (ABBV)	0.9	$12M	+10%	53k	231.48	View chart
Applied Indl Technologies Stock (AIT)	0.9	$12M	+4%	46k	261.05	View chart
Medtronic Stock (MDT)	0.9	$12M	+14%	126k	95.24	View chart
Digital Rlty Tr Reit (DLR)	0.9	$12M	+3%	69k	172.88	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.9	$12M		174k	68.08	View chart
Blackrock Stock (BLK)	0.9	$11M	+8%	9.8k	1165.87	View chart
Prologis Reit (PLD)	0.8	$11M	+4%	98k	114.52	View chart
Dicks Sporting Goods Stock (DKS)	0.8	$11M	+5%	50k	222.22	View chart
Eli Lilly & Co Stock (LLY)	0.8	$11M	-18%	14k	762.83	View chart
Tjx Cos Stock (TJX)	0.8	$11M	-4%	76k	144.52	View chart
Citigroup Stock (C)	0.8	$11M	+2%	105k	101.50	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.8	$11M	+20%	44k	241.96	View chart
Cencora Stock (COR)	0.8	$11M	+2%	34k	312.50	View chart
Emerson Elec Stock (EMR)	0.8	$10M	+2%	79k	131.18	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.8	$10M	+26%	163k	63.30	View chart
Salesforce Stock (CRM)	0.7	$10M	-21%	42k	237.00	View chart
American Express Stock (AXP)	0.7	$9.7M	+202%	29k	332.17	View chart
Cameco Corp Stock (CCJ)	0.7	$9.7M	-24%	116k	83.79	View chart
Baker Hughes Company Cl A Stock (BKR)	0.7	$9.6M	-14%	196k	48.70	View chart
Eaton Corp Stock (ETN)	0.7	$9.5M	+2%	25k	374.26	View chart
Nextera Energy Stock (NEE)	0.7	$9.4M	-10%	125k	75.49	View chart
Goldman Sachs Group Stock (GS)	0.7	$9.4M	-32%	12k	795.81	View chart
Home Depot Stock (HD)	0.7	$9.3M	-9%	23k	405.18	View chart
Flowserve Corp Stock (FLS)	0.7	$9.2M	NEW	173k	53.14	View chart
Duke Energy Corp Stock (DUK)	0.7	$8.9M	+5%	72k	123.75	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.6	$8.6M	+2%	26k	326.36	View chart
Stryker Corporation Stock (SYK)	0.6	$8.6M	-4%	23k	369.74	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.6	$8.3M		104k	80.21	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.6	$8.0M	+68%	205k	39.22	View chart
Invesco S&p 500 Equal Weight Consumer Discretionary Etf Etf (RSPD)	0.6	$8.0M	+2%	138k	57.70	View chart
Union Pac Corp Stock (UNP)	0.6	$7.8M	-11%	33k	236.37	View chart
Vulcan Matls Stock (VMC)	0.6	$7.5M	-9%	24k	307.62	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$7.4M	+8%	129k	57.10	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$7.3M	-3%	26k	279.29	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.5	$7.3M	+72921%	73k	100.20	View chart
Match Group Stock (MTCH)	0.5	$7.2M	+5%	204k	35.32	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.5	$7.1M	+2%	185k	38.29	View chart
Global X Cybersecurity Etf Etf (BUG)	0.5	$7.0M	NEW	199k	35.19	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$6.7M	+3%	9.1k	734.42	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$6.7M		245k	27.30	View chart
Toll Brothers Stock (TOL)	0.5	$6.4M	NEW	46k	138.14	View chart
Toyota Motor Corp Ads Adr (TM)	0.4	$5.8M	+15023%	30k	191.09	View chart
Spdr Gold Shares Etf (GLD)	0.4	$5.7M		16k	355.47	View chart
Uber Technologies Stock (UBER)	0.4	$5.6M	-17%	57k	97.97	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.4	$5.2M	-3%	52k	100.23	View chart
Enbridge Stock (ENB)	0.4	$4.8M	+2253%	95k	50.46	View chart
Canadian Nat Res Stock (CNQ)	0.3	$4.5M	NEW	141k	31.96	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$4.4M	-18%	18k	243.54	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.3	$4.4M		257k	16.93	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.3	$4.2M		61k	68.58	View chart
Corpay Stock (CPAY)	0.3	$4.2M		14k	288.06	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$4.0M	-76%	44k	91.75	View chart
Visa Inc Com Cl A Stock (V)	0.3	$4.0M	-63%	12k	341.39	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$3.7M	+692%	48k	78.34	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.3	$3.5M	NEW	149k	23.47	View chart
Amgen Stock (AMGN)	0.2	$3.3M		12k	282.20	View chart
Global Pmts Stock (GPN)	0.2	$3.1M	+11%	37k	83.08	View chart
Netflix Stock (NFLX)	0.2	$3.0M	+14%	2.5k	1198.92	View chart
Aaon Inc Com Par $0.004 Stock (AAON)	0.2	$3.0M	+80%	32k	93.44	View chart
Establishment Labs Hldgs Stock (ESTA)	0.2	$2.9M	+63%	72k	40.99	View chart
Blackrock Debt Strategies Fd I Cef (DSU)	0.2	$2.9M	+30%	275k	10.62	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.9M	-13%	26k	112.75	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.2	$2.9M		198k	14.44	View chart
Tesla Stock (TSLA)	0.2	$2.7M	-4%	6.1k	444.72	View chart
Paypal Hldgs Stock (PYPL)	0.2	$2.7M	-2%	40k	67.06	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.6M	+2%	12k	215.80	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.2	$2.5M	+31%	66k	38.57	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.2	$2.5M	+13%	39k	65.01	View chart
Doubleline Income Solutions Cef (DSL)	0.2	$2.4M		198k	12.28	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$2.4M	-2%	25k	95.47	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$2.3M		36k	65.00	View chart
Advanced Micro Devices Stock (AMD)	0.2	$2.3M	+13%	14k	161.79	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.3M	-55%	4.6k	502.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$2.2M	-53%	12k	182.42	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$2.0M	+17621%	64k	31.91	View chart
Servicenow Stock (NOW)	0.1	$2.0M	+79%	2.2k	920.48	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$2.0M		5.0k	391.64	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$2.0M		22k	89.57	View chart
Ishares Gold Trust Etf (IAU)	0.1	$2.0M	+25%	27k	72.77	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$2.0M	-2%	39k	50.73	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$2.0M	+3%	19k	104.51	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.9M	+4006%	42k	46.71	View chart
Fs Kkr Cap Corp Cef (FSK)	0.1	$1.9M	+18%	129k	14.93	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$1.9M	+2%	51k	37.40	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.9M		2.3k	825.18	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.9M		14k	140.96	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.9M	NEW	32k	59.20	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.8M	-52%	2.0k	925.50	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.8M	+18%	21k	87.31	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.8M	-45%	7.2k	246.58	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.7M	+70338%	18k	93.35	View chart
S&p Global Stock (SPGI)	0.1	$1.7M	+17%	3.5k	486.66	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$1.7M	-6%	64k	25.85	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.7M	-38%	8.1k	203.62	View chart
Primo Brands Corporation Class A Stock (PRMB)	0.1	$1.7M	+23%	75k	22.10	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.1	$1.6M		29k	56.94	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.1	$1.6M	+4310%	16k	99.11	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$1.6M	+130850%	63k	25.71	View chart
Vistra Corp Stock (VST)	0.1	$1.6M	-6%	8.1k	195.92	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.6M	+21%	8.3k	189.70	View chart
Cheniere Energy Stock (LNG)	0.1	$1.6M	-29%	6.6k	235.00	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$1.5M	NEW	20k	78.90	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.5M	-15%	4.4k	345.28	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.5M	+53%	2.5k	612.35	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.5M	+357%	14k	106.49	View chart
Ies Hldgs Stock (IESC)	0.1	$1.5M		3.7k	397.65	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.4M	+895%	7.1k	194.51	View chart
Doubleline Opportunistic Cr Cef (DBL)	0.1	$1.4M		88k	15.58	View chart
Park Natl Corp Stock (PRK)	0.1	$1.4M		8.4k	162.53	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$1.4M	+9%	14k	100.25	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.3M		3.7k	365.48	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.3M		13k	106.78	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.3M		17k	76.62	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.1	$1.3M	NEW	12k	108.70	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.3M	+19%	2.7k	479.61	View chart
Walmart Stock (WMT)	0.1	$1.2M	-52%	12k	103.06	View chart
Apollo Global Mgmt Stock (APO)	0.1	$1.2M		9.3k	133.27	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.2M	-2%	18k	67.51	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.2M	-2%	3.7k	320.04	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.2M	+5%	12k	96.46	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.2M	+12582%	40k	29.11	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$1.2M	+30%	90k	12.77	View chart
Proshares S&p 500 High Income Etf Etf (ISPY)	0.1	$1.1M	-8%	25k	45.11	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.1M	+5%	21k	53.03	View chart
Target Corp Stock (TGT)	0.1	$1.1M	-85%	13k	89.70	View chart
Churchill Downs Stock (CHDN)	0.1	$1.1M	-3%	12k	97.01	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.1M	+511%	9.0k	121.42	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.1M		52k	20.41	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.0M	+906%	3.1k	332.86	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.0M	-47%	4.7k	220.84	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.0M	+627%	15k	67.83	View chart
Honeywell Intl Stock (HON)	0.1	$1.0M	-17%	4.8k	210.51	View chart
Procter And Gamble Stock (PG)	0.1	$1.0M	+13%	6.5k	153.65	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$993k	-10%	1.7k	568.87	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$988k	-31%	3.5k	281.83	View chart
Lam Research Corp Stock (LRCX)	0.1	$978k	-7%	7.3k	133.91	View chart
Cisco Sys Stock (CSCO)	0.1	$958k	-18%	14k	68.42	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$945k		38k	24.80	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$941k	+12%	1.9k	485.14	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$927k	-90%	33k	28.23	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$902k	-88%	9.1k	99.52	View chart
Johnson & Johnson Stock (JNJ)	0.1	$875k	-19%	4.7k	185.40	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$859k	+1126%	4.2k	206.53	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$852k	NEW	22k	37.94	View chart
Intuit Stock (INTU)	0.1	$841k	-61%	1.2k	683.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$823k	-22%	3.0k	271.12	View chart
Lululemon Athletica Stock (LULU)	0.1	$821k	-62%	4.6k	177.93	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$817k	-3%	11k	76.40	View chart
Abbott Labs Stock (ABT)	0.1	$817k	-10%	6.1k	133.94	View chart
Morgan Stanley Stock (MS)	0.1	$797k	-2%	5.0k	158.97	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$794k	NEW	2.5k	321.84	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$793k	+31%	8.8k	89.77	View chart
Roper Technologies Stock (ROP)	0.1	$792k	-88%	1.6k	499.98	View chart
Synchrony Financial Stock (SYF)	0.1	$789k		11k	71.05	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$778k	-42%	2.4k	323.12	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$762k	+2%	18k	42.79	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$749k	-6%	9.0k	82.96	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$747k	+404%	2.9k	256.46	View chart
Mcdonalds Corp Stock (MCD)	0.1	$746k	+22%	2.5k	303.89	View chart
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)	0.1	$737k	NEW	8.7k	85.04	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC)	0.1	$732k		21k	34.42	View chart
Bank America Corp Stock (BAC)	0.1	$715k	+2%	14k	51.59	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$713k	+12%	2.2k	328.15	View chart
Entergy Corp Stock (ETR)	0.1	$707k	+34%	7.6k	93.19	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$702k	-27%	5.9k	118.83	View chart
Deere & Co Stock (DE)	0.1	$699k	-30%	1.5k	457.15	View chart
Lowes Cos Stock (LOW)	0.1	$694k	+7%	2.8k	251.31	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.1	$693k	+11%	14k	50.27	View chart
Starbucks Corp Stock (SBUX)	0.1	$681k	-5%	8.0k	84.60	View chart
Boeing Stock (BA)	0.1	$673k	+133%	3.1k	215.83	View chart
Paycom Software Stock (PAYC)	0.0	$650k	-16%	3.1k	208.14	View chart
Verizon Communications Stock (VZ)	0.0	$648k	-39%	15k	43.95	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$638k	-8%	6.3k	100.70	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$632k	-9%	1.3k	468.44	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$628k	+9%	673.00	933.64	View chart
American Century Diversified Municipal Bond Etf Etf (TAXF)	0.0	$628k	NEW	13k	50.23	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$617k	-34%	1.8k	337.49	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$610k	+12%	2.5k	247.48	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$591k	+14353%	20k	29.64	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$589k	+2%	10k	57.45	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.0	$585k	NEW	15k	37.89	View chart
Maplebear Stock (CART)	0.0	$585k	NEW	16k	36.76	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$583k	+2%	5.1k	113.62	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$582k	NEW	12k	50.57	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$579k		5.8k	99.81	View chart
Cheniere Energy Partners Lp Com Unit Stock (CQP)	0.0	$579k		11k	53.82	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$577k	-18%	2.4k	236.05	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	0.0	$576k	NEW	21k	27.31	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$575k	+2922%	21k	26.95	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$559k		2.7k	209.33	View chart
Caterpillar Stock (CAT)	0.0	$558k	+4%	1.2k	477.28	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$555k	-95%	4.8k	115.01	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$550k	-12%	1.1k	490.38	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$544k		1.1k	499.35	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$543k	+6%	12k	46.93	View chart
Brookfield Renewable Partners Partnership Unit Stock (BEP)	0.0	$543k	+3%	21k	25.79	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.0	$527k	+638%	5.5k	95.67	View chart
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP)	0.0	$525k	NEW	5.3k	98.61	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$524k	+2763%	10k	50.78	View chart
Chevron Corp Stock (CVX)	0.0	$519k	-65%	3.3k	155.30	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.0	$515k	NEW	11k	46.63	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$514k	+6%	16k	32.89	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$502k	-3%	7.6k	65.92	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$499k	-9%	6.2k	79.92	View chart
Oaktree Specialty Lending Corp Cef (OCSL)	0.0	$498k		38k	13.05	View chart
Chubb Stock (CB)	0.0	$496k	-6%	1.8k	282.31	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.0	$492k		27k	18.41	View chart
Phillips 66 Stock (PSX)	0.0	$483k	-18%	3.6k	136.02	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$474k	NEW	9.5k	50.07	View chart
American Intl Group Stock (AIG)	0.0	$473k	-67%	6.0k	78.54	View chart
Sherwin Williams Stock (SHW)	0.0	$471k		1.4k	346.34	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$468k	+2%	15k	31.62	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$464k		3.3k	142.10	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$463k	-3%	9.6k	48.22	View chart
Vanguard Value Etf Etf (VTV)	0.0	$454k	-2%	2.4k	186.49	View chart
Progressive Corp Stock (PGR)	0.0	$447k	-62%	1.8k	246.95	View chart
Applied Matls Stock (AMAT)	0.0	$441k		2.2k	204.77	View chart
Marvell Technology Stock (MRVL)	0.0	$425k	+23%	5.1k	84.07	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$425k		1.8k	235.83	View chart
Sysco Corp Stock (SYY)	0.0	$421k	-6%	5.1k	82.34	View chart
Ge Aerospace Stock (GE)	0.0	$421k	-3%	1.4k	300.82	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.0	$418k		9.0k	46.53	View chart
Avantis U.s. Large Cap Equity Etf Etf (AVLC)	0.0	$415k	NEW	5.4k	76.51	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$405k		4.6k	87.21	View chart

Past Filings by Strategic Wealth Partners

SEC 13F filings are viewable for Strategic Wealth Partners going back to 2017

Strategic Wealth Partners 2025 Q3 filed Nov. 14, 2025
Strategic Wealth Partners 2025 Q2 filed Aug. 11, 2025
Strategic Wealth Partners 2024 Q4 filed Feb. 14, 2025
Strategic Wealth Partners 2024 Q2 filed Oct. 8, 2024
Strategic Wealth Partners 2024 Q3 filed Oct. 8, 2024
Strategic Wealth Partners 2023 Q2 filed May 20, 2024
Strategic Wealth Partners 2023 Q3 filed May 20, 2024
Strategic Wealth Partners 2024 Q1 filed May 20, 2024
Strategic Wealth Partners 2023 Q4 filed May 20, 2024
Strategic Wealth Partners 2023 Q1 filed April 24, 2023
Strategic Wealth Partners 2022 Q4 filed April 24, 2023
Strategic Wealth Partners 2022 Q3 filed April 24, 2023
Strategic Wealth Partners 2022 Q2 filed Aug. 22, 2022
Strategic Wealth Partners 2022 Q1 filed May 19, 2022
Strategic Wealth Partners 2021 Q4 filed Feb. 11, 2022
Strategic Wealth Partners 2021 Q3 filed Nov. 12, 2021

View all past filings

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