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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, MBB, MSFT, AAPL, GOOGL, and represent 20.11% of Strategic Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: RRR (+$12M), BKNG (+$11M), WMT (+$11M), PGR (+$11M), IWV (+$11M), TPB (+$9.6M), FDN (+$9.2M), META (+$7.9M), SWP (+$7.4M), Exxon Mobil Corp (+$6.9M).
Started 107 new stock positions in AVAV, IYRI, CQP, UAMY, HR, FDL, ADSK, AXTI, AI, SPXC.
Reduced shares in these 10 stocks: STM (-$33M), SIMO (-$28M), TOL (-$15M), UPS (-$12M), FLS (-$11M), ITB (-$9.6M), EMLP (-$9.3M), , TM (-$8.6M), CRM (-$5.4M).
Sold out of its positions in FAX, AFRM, AISP, AA, ALNY, AEO, AMKR, AAOI, ARES, ARWR.
Strategic Wealth Partners was a net buyer of stock by $21M.
Strategic Wealth Partners has $1.6B in assets under management (AUM), dropping by 12.01%.
Central Index Key (CIK): 0001720777

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Portfolio Holdings for Strategic Wealth Partners

Strategic Wealth Partners holds 1460 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Strategic Wealth Partners has 1460 total positions. Only the first 250 positions are shown.

Sign up to view all of the Strategic Wealth Partners June 30, 2026 positions
Download the Strategic Wealth Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Swp Growth & Income Etf Etf (SWP)	8.8	$142M	+5%	5.1M	27.87	View chart
Ishares Mbs Etf Etf (MBB)	3.0	$49M	+6%	518k	94.52	View chart
Microsoft Corp Stock (MSFT)	2.8	$46M	+7%	122k	373.02	View chart
Apple Stock (AAPL)	2.8	$45M	+3%	155k	289.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.7	$44M	-6%	123k	357.37	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.6	$42M		399k	103.88	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	2.5	$41M	+7%	1.4M	30.01	View chart
Broadcom Stock (AVGO)	2.1	$35M	+4%	92k	377.75	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	1.9	$31M	+7%	260k	117.45	View chart
Invesco International Dividend Achievers Etf Etf (PID)	1.6	$26M	+3%	1.2M	22.20	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$26M	+44%	45k	563.29	View chart
International Business Machs Stock (IBM)	1.5	$24M	+13%	83k	281.13	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.4	$23M	+6%	206k	109.07	View chart
Nvidia Corporation Stock (NVDA)	1.3	$21M		107k	200.09	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$21M	+5%	64k	327.33	View chart
Prologis Reit (PLD)	1.3	$20M	+7%	149k	135.47	View chart
Oracle Corp Stock (ORCL)	1.2	$20M	+18%	136k	146.55	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	1.2	$19M	+7%	175k	110.35	View chart
Eli Lilly & Co Stock (LLY)	1.1	$19M	+20%	15k	1199.46	View chart
Philip Morris Intl Stock (PM)	1.1	$18M	+7%	100k	180.91	View chart
United Rentals Stock (URI)	1.1	$18M	+11%	16k	1132.88	View chart
Astrazeneca Plc Ord Adr (AZN)	1.0	$17M	+7%	89k	189.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.0	$17M	+2%	22k	748.90	View chart
Rtx Corporation Stock (RTX)	1.0	$17M	+3%	88k	189.59	View chart
Pnc Finl Svcs Group Stock (PNC)	1.0	$16M	+14%	66k	246.22	View chart
Amazon Stock (AMZN)	1.0	$16M	+8%	68k	238.34	View chart
Abbvie Stock (ABBV)	1.0	$16M	+5%	64k	251.64	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$16M		21k	746.75	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.0	$16M		24k	655.90	View chart
Blackstone Stock (BX)	1.0	$16M	+4%	133k	117.67	View chart
American Express Stock (AXP)	1.0	$16M	+7%	46k	338.25	View chart
Taiwan Semiconductor Manufact Adr (TSM)	1.0	$15M	+7%	32k	477.56	View chart
Citigroup Stock (C)	1.0	$15M		110k	139.96	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.9	$15M		50k	300.45	View chart
Tjx Cos Stock (TJX)	0.9	$15M	+12%	99k	151.50	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.9	$15M		20k	736.39	View chart
Emerson Elec Stock (EMR)	0.9	$15M	+8%	103k	143.11	View chart
Goldman Sachs Group Stock (GS)	0.9	$15M	+2%	15k	1009.62	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.9	$15M	+4%	231k	62.89	View chart
Delta Air Lines Stock (DAL)	0.9	$15M	+69%	154k	93.66	View chart
Walmart Stock (WMT)	0.9	$14M	+358%	126k	113.26	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.9	$14M		89k	158.25	View chart
Nextera Energy Stock (NEE)	0.9	$14M	+8%	158k	87.77	View chart
Digital Rlty Tr Reit (DLR)	0.8	$14M	+43%	76k	179.58	View chart
Red Rock Resorts Inc Cl A Stock (RRR)	0.8	$12M	+1191%	191k	65.06	View chart
Cencora Stock (COR)	0.8	$12M	+10%	44k	282.98	View chart
Union Pac Corp Stock (UNP)	0.7	$12M	+8%	43k	272.00	View chart
Booking Holdings Stock (BKNG)	0.7	$12M	+5040%	65k	178.24	View chart
Cameco Corp Stock (CCJ)	0.7	$12M	+53%	114k	101.69	View chart
Progressive Corp Stock (PGR)	0.7	$12M	+2877%	53k	218.45	View chart
Medtronic Stock (MDT)	0.7	$12M	+8%	147k	78.23	View chart
Blackrock Stock (BLK)	0.7	$11M	+2%	12k	961.53	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.7	$11M		121k	93.27	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$11M		148k	75.79	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.7	$11M	+9470%	26k	426.40	View chart
Turning Pt Brands Stock (TPB)	0.6	$10M	+1142%	123k	84.81	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.6	$10M	+2%	162k	63.99	View chart
Darden Restaurants Stock (DRI)	0.6	$10M	+12%	50k	206.01	View chart
Becton Dickinson & Co Stock (BDX)	0.6	$10M	+64%	68k	151.33	View chart
Baker Hughes Company Cl A Stock (BKR)	0.6	$10M	+3%	180k	55.45	View chart
Dicks Sporting Goods Stock (DKS)	0.6	$9.8M	+12%	43k	226.81	View chart
Enbridge Stock (ENB)	0.6	$9.8M	+9%	180k	54.21	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.6	$9.3M		124k	74.85	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.6	$9.2M	NEW	35k	264.72	View chart
Advanced Micro Devices Stock (AMD)	0.4	$7.1M	-2%	12k	580.91	View chart
Exxonmobil Holdings Corp Stock	0.4	$6.9M	NEW	51k	136.72	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$6.8M	-8%	121k	56.48	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.4	$6.6M	+19%	166k	39.50	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$6.5M		18k	353.32	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$6.0M	-9%	189k	31.71	View chart
Spdr Gold Shares Etf (GLD)	0.4	$5.8M		16k	368.39	View chart
Establishment Labs Hldgs Stock (ESTA)	0.3	$4.9M	-2%	57k	85.81	View chart
Amgen Stock (AMGN)	0.3	$4.5M		13k	362.13	View chart
Quanta Svcs Stock (PWR)	0.3	$4.4M	-9%	6.1k	720.04	View chart
Palo Alto Networks Stock (PANW)	0.3	$4.4M	-32%	13k	341.03	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$4.3M	+21%	47k	91.64	View chart
Corpay Stock (CPAY)	0.3	$4.2M		13k	333.27	View chart
Uber Technologies Stock (UBER)	0.3	$4.1M	-15%	57k	72.16	View chart
Qxo Stock (QXO)	0.2	$4.0M	+30%	230k	17.28	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.2	$3.9M		52k	76.11	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.2	$3.9M	+7%	443k	8.75	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.2	$3.4M		80k	42.59	View chart
Blackrock Debt Strategies Fd I Cef (DSU)	0.2	$3.2M		329k	9.70	View chart
Tesla Stock (TSLA)	0.2	$3.2M	-5%	7.6k	420.60	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$3.1M	+18%	61k	50.57	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.2	$2.9M	-6%	21k	143.10	View chart
Eaton Corp Stock (ETN)	0.2	$2.9M	+15%	6.7k	426.10	View chart
Lam Research Corp Stock (LRCX)	0.2	$2.9M	-2%	6.6k	433.33	View chart
Global Pmts Stock (GPN)	0.2	$2.8M		39k	72.56	View chart
Netflix Stock (NFLX)	0.2	$2.8M	+16%	39k	71.40	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$2.7M	+3%	53k	50.35	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$2.7M	-2%	30k	87.88	View chart
Comfort Sys Usa Stock (FIX)	0.2	$2.6M		1.3k	1981.95	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.5M		5.1k	500.39	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.2	$2.5M	-92%	34k	74.89	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.5M		11k	236.62	View chart
Morgan Stanley Stock (MS)	0.2	$2.5M	+107%	12k	209.04	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.4M	+4%	25k	96.58	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$2.4M		55k	44.36	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.4M	-6%	7.0k	343.08	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$2.4M	-5%	4.8k	496.73	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.1	$2.2M	-6%	186k	12.03	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$2.2M	-3%	203k	10.87	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.2M		14k	158.03	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$2.2M	+3%	19k	116.67	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$2.2M	+11%	85k	25.52	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$2.1M	-13%	21k	98.98	View chart
Doubleline Income Solutions Cef (DSL)	0.1	$2.1M	-4%	189k	11.06	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$2.0M	-9%	2.9k	686.91	View chart
Datadog Inc Cl A Stock (DDOG)	0.1	$2.0M		7.7k	260.36	View chart
Snowflake Stock (SNOW)	0.1	$2.0M	+19915%	7.8k	254.50	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.1	$1.9M	+450%	23k	86.14	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$1.9M	-42%	20k	92.27	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.1	$1.8M		2.9k	640.76	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.8M	-5%	18k	102.30	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.7M		1.9k	935.71	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.7M		17k	102.25	View chart
Proshares S&p 500 High Income Etf Etf (ISPY)	0.1	$1.7M	-15%	35k	48.19	View chart
Merck & Co Stock (MRK)	0.1	$1.7M	+35%	13k	128.50	View chart
Ies Holdings Stock (IESC)	0.1	$1.6M		2.2k	734.66	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.6M	-10%	14k	118.99	View chart
Aaon Inc Com Par $0.004 Stock (AAON)	0.1	$1.6M	-19%	12k	126.86	View chart
Fs Kkr Cap Corp Cef (FSK)	0.1	$1.5M		148k	10.50	View chart
Park Natl Corp Stock (PRK)	0.1	$1.5M		8.4k	182.99	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$1.5M	-10%	16k	93.38	View chart
Cisco Sys Stock (CSCO)	0.1	$1.5M	-5%	13k	117.46	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.5M		3.7k	393.96	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.4M	-7%	19k	75.51	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.1	$1.4M	+4633%	27k	53.09	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.4M		3.5k	409.50	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.4M		15k	94.57	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.4M		17k	82.84	View chart
Applied Matls Stock (AMAT)	0.1	$1.4M	-2%	1.9k	722.89	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.3M	+3%	5.3k	253.99	View chart
Vistra Corp Stock (VST)	0.1	$1.3M		8.1k	158.63	View chart
Home Depot Stock (HD)	0.1	$1.3M	-3%	3.6k	352.65	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.3M	-6%	38k	33.29	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$1.3M	+484%	5.8k	216.60	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.2M	-10%	5.8k	212.75	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	-3%	1.1k	1065.29	View chart
Cheniere Energy Stock (LNG)	0.1	$1.2M	-34%	5.1k	239.02	View chart
Micron Technology Stock (MU)	0.1	$1.2M	-29%	1.0k	1154.71	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.1M	-2%	17k	68.01	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.1M	-12%	10k	106.47	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$1.1M	+3%	5.1k	217.92	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$1.1M	+53%	3.0k	370.01	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$1.1M	+2%	22k	50.39	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$1.1M	+17%	11k	99.38	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$1.0M		38k	27.59	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.0M	-3%	5.3k	190.51	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$992k		4.5k	222.89	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$981k	-3%	1.3k	763.14	View chart
Entergy Corp Stock (ETR)	0.1	$956k		8.3k	114.86	View chart
Deere & Co Stock (DE)	0.1	$948k	-2%	1.5k	634.39	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$944k		1.8k	513.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$939k		6.3k	148.31	View chart
Doubleline Opportunistic Cr Cef (DBL)	0.1	$923k	-27%	64k	14.38	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$916k	+4%	27k	33.84	View chart
Stryker Corporation Stock (SYK)	0.1	$915k	-7%	2.9k	314.80	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$880k		2.0k	437.64	View chart
Chevron Corporation Stock (CVX)	0.1	$874k		5.3k	165.76	View chart
Silicon Motion Technology Corp Adr (SIMO)	0.1	$870k	-96%	2.6k	333.39	View chart
Procter & Gamble Stock (PG)	0.1	$851k		5.8k	146.63	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$802k	-5%	403.00	1989.44	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$747k	-6%	1.5k	501.44	View chart
Ge Aerospace Stock (GE)	0.0	$736k	-3%	2.0k	373.77	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$732k	-7%	13k	56.98	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$731k	-32%	758.00	964.83	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$694k	+61%	17k	40.55	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$687k	-17%	13k	52.41	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$683k	-5%	9.1k	75.45	View chart
Verizon Communications Stock (VZ)	0.0	$681k	-6%	16k	42.34	View chart
Marvell Technology Stock (MRVL)	0.0	$680k	+4%	2.3k	297.89	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$672k		6.5k	103.96	View chart
Starbucks Corp Stock (SBUX)	0.0	$670k	-2%	6.6k	102.19	View chart
Ge Vernova Stock (GEV)	0.0	$665k	-19%	566.00	1174.92	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$659k	-41%	1.3k	522.39	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$623k	+281%	5.0k	124.18	View chart
Abbott Laboratories Stock (ABT)	0.0	$611k		6.7k	90.74	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$610k	+409%	7.4k	82.65	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$609k	-4%	2.5k	246.21	View chart
Lowes Cos Stock (LOW)	0.0	$605k	+6%	2.7k	220.50	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$591k	-19%	4.7k	124.43	View chart
Vulcan Matls Stock (VMC)	0.0	$590k	-17%	2.0k	295.00	View chart
Ares Capital Corp Cef (ARCC)	0.0	$572k	-58%	31k	18.53	View chart
Sysco Corp Stock (SYY)	0.0	$565k	-6%	6.8k	83.58	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$564k	+10%	6.9k	82.11	View chart
Chubb Stock (CB)	0.0	$556k	-7%	1.6k	340.82	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$550k	-4%	11k	51.85	View chart
Albemarle Corp Stock (ALB)	0.0	$540k		4.0k	135.03	View chart
Unitedhealth Group Stock (UNH)	0.0	$539k		1.3k	415.54	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$537k		1.1k	509.40	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$536k		3.4k	156.30	View chart
Duke Energy Corp Stock (DUK)	0.0	$530k	-34%	4.2k	126.57	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$530k	+9%	5.5k	96.42	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$525k	-2%	18k	28.96	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$521k	+10%	741.00	703.12	View chart
Phillips 66 Stock (PSX)	0.0	$518k	-13%	3.1k	169.05	View chart
Mcdonalds Corp Stock (MCD)	0.0	$486k	-3%	1.8k	270.31	View chart
Salesforce Stock (CRM)	0.0	$483k	-91%	3.1k	156.68	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$482k	-14%	15k	31.45	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.0	$481k	-18%	4.8k	100.17	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$478k		1.8k	265.51	View chart
Honeywell Intl Stock (HON)	0.0	$473k	NEW	2.1k	223.90	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$470k		14k	34.81	View chart
Honeywell Aerospace Stock (HONA)	0.0	$468k	NEW	2.1k	221.08	View chart
American Elec Pwr Stock (AEP)	0.0	$458k		3.3k	136.81	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$458k	-9%	4.5k	100.66	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$455k	-7%	12k	36.76	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$454k	-3%	5.1k	89.20	View chart
Newmarket Corp Stock (NEU)	0.0	$444k		561.00	791.24	View chart
Sherwin Williams Stock (SHW)	0.0	$444k	-5%	1.3k	344.40	View chart
Brookfield Renewable Energy Partnership Unit Stock (BEP)	0.0	$440k		13k	34.73	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$434k	-11%	5.7k	76.54	View chart
Intel Corp Stock (INTC)	0.0	$424k	+88%	3.0k	139.63	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$422k	+10%	1.7k	252.28	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$415k	-2%	5.7k	73.41	View chart
Travelers Companies Stock (TRV)	0.0	$411k		1.2k	330.12	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.0	$409k		9.0k	45.59	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$407k	+36%	4.5k	90.60	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$393k		4.8k	81.94	View chart
Southern Stock (SO)	0.0	$393k	+8%	4.1k	95.70	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$392k	+6%	5.5k	71.25	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$391k	-95%	2.3k	168.41	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$390k	+2%	1.4k	276.17	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$388k		4.8k	81.16	View chart
Welltower Reit (WELL)	0.0	$383k	+8%	1.7k	226.97	View chart
Target Corp Stock (TGT)	0.0	$382k	-19%	2.9k	130.63	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$378k	+4%	7.1k	53.11	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.0	$375k	NEW	8.9k	42.00	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$359k		7.1k	50.58	View chart
Pepsico Stock (PEP)	0.0	$356k	+3%	2.6k	135.38	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$354k	-10%	7.8k	45.34	View chart
Cvs Health Corp Stock (CVS)	0.0	$347k	-5%	3.4k	103.45	View chart
Applied Indl Technologies Stock (AIT)	0.0	$345k	-32%	1.0k	338.27	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.0	$343k	+457%	7.5k	45.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$342k	-2%	5.7k	59.69	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.0	$342k	+5%	935.00	365.72	View chart
Dollar Gen Corp Stock (DG)	0.0	$338k	-3%	2.9k	115.12	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$336k		11k	29.43	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$335k		9.2k	36.49	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$334k	-3%	2.6k	128.07	View chart
Disney Walt Stock (DIS)	0.0	$327k		3.4k	96.25	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.0	$327k	+8%	1.1k	303.16	View chart
Servicenow Stock (NOW)	0.0	$325k	+9%	3.3k	99.28	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$325k	-5%	947.00	342.89	View chart
Boeing Stock (BA)	0.0	$322k	-9%	1.5k	216.47	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$318k		5.9k	53.61	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$312k		2.9k	107.63	View chart
Installed Bldg Prods Stock (IBP)	0.0	$306k		1.3k	229.84	View chart

Past Filings by Strategic Wealth Partners

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

Strategic Wealth Partners 2026 Q2 filed Aug. 12, 2026
Strategic Wealth Partners 2026 Q1 filed May 12, 2026
Strategic Wealth Partners 2025 Q4 filed May 12, 2026
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

View all past filings

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