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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, EFA, SPSB, and represent 20.30% of Strategic Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: RSPN (+$9.1M), MSFT (+$8.9M), KRE (+$7.9M), STM (+$7.0M), BDX (+$6.5M), DAL (+$6.0M), BKNG (+$5.2M), BX, CRM, URI.
Started 121 new stock positions in HCI, RR, LITE, AGNC, WAT, ARWR, MUSA, CRGY, FFOG, VSNT.
Reduced shares in these 10 stocks: AZN (-$16M), AIT (-$12M), JEF (-$11M), SMG (-$7.4M), URA (-$7.4M), BUG (-$6.8M), KTB (-$6.1M), CCJ (-$6.1M), DUK (-$6.1M), NKE (-$5.5M).
Sold out of its positions in AQN, AAL, AOMR, ARDC, ASAN, ABG, OZK, THRO, FLNA, CRL.
Strategic Wealth Partners was a net buyer of stock by $5.3M.
Strategic Wealth Partners has $1.4B in assets under management (AUM), dropping by -1.17%.
Central Index Key (CIK): 0001720777

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Portfolio Holdings for Strategic Wealth Partners

Strategic Wealth Partners holds 1478 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Strategic Wealth Partners has 1478 total positions. Only the first 250 positions are shown.

Sign up to view all of the Strategic Wealth Partners March 31, 2026 positions
Download the Strategic Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Swp Growth & Income Etf Etf (SWP)	8.9	$128M		4.8M	26.60	View chart
Ishares Mbs Etf Etf (MBB)	3.2	$46M	+4%	486k	94.95	View chart
Microsoft Corp Stock (MSFT)	2.9	$42M	+26%	114k	370.17	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.7	$38M	+4%	394k	97.13	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	2.6	$38M	+4%	1.3M	30.07	View chart
Apple Stock (AAPL)	2.6	$38M		149k	253.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.6	$38M	+2%	131k	287.56	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	2.0	$29M	+4%	242k	118.60	View chart
Broadcom Stock (AVGO)	1.9	$27M	+2%	88k	309.51	View chart
Invesco International Dividend Achievers Etf Etf (PID)	1.7	$25M	+4%	1.1M	22.25	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.5	$21M	+4%	194k	108.99	View chart
Nvidia Corporation Stock (NVDA)	1.3	$19M	+6%	107k	174.40	View chart
Prologis Reit (PLD)	1.3	$18M	+2%	139k	132.18	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	1.2	$18M	+5%	163k	110.39	View chart
Meta Platforms Inc Cl A Stock (META)	1.2	$18M	+3%	31k	572.12	View chart
International Business Machs Stock (IBM)	1.2	$18M	+3%	74k	242.39	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$18M	-3%	60k	294.16	View chart
Oracle Corp Stock (ORCL)	1.2	$17M		114k	147.11	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	1.1	$17M	+73%	477k	34.55	View chart
Rtx Corporation Stock (RTX)	1.1	$16M		85k	192.90	View chart
Astrazeneca Plc Ord Adr (AZN)	1.1	$16M	-49%	83k	197.22	View chart
Philip Morris Intl Stock (PM)	1.1	$15M	+5%	93k	165.34	View chart
Blackstone Stock (BX)	1.0	$15M	+50%	128k	114.99	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.0	$14M	+5%	22k	653.20	View chart
Tjx Cos Stock (TJX)	1.0	$14M	+2%	87k	159.70	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.9	$14M		21k	650.34	View chart
Nextera Energy Stock (NEE)	0.9	$14M	+7%	146k	92.88	View chart
Abbvie Stock (ABBV)	0.9	$13M	+3%	60k	217.49	View chart
American Express Stock (AXP)	0.9	$13M	+46%	43k	302.48	View chart
Amazon Stock (AMZN)	0.9	$13M		63k	208.27	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.9	$13M	+10%	221k	58.78	View chart
Toll Brothers Stock (TOL)	0.9	$13M	+7%	94k	136.47	View chart
Emerson Elec Stock (EMR)	0.9	$13M	+6%	95k	131.02	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.9	$12M	+3%	50k	248.00	View chart
Citigroup Stock (C)	0.9	$12M	+5%	109k	113.41	View chart
Cencora Stock (COR)	0.9	$12M	+3%	39k	314.14	View chart
Pnc Finl Svcs Group Stock (PNC)	0.8	$12M	-6%	58k	208.09	View chart
Goldman Sachs Group Stock (GS)	0.8	$12M	+13%	14k	845.20	View chart
Eli Lilly & Co Stock (LLY)	0.8	$12M	+2%	13k	919.79	View chart
Medtronic Stock (MDT)	0.8	$12M	-2%	135k	86.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$12M	-6%	20k	577.17	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.8	$11M	+7%	90k	127.73	View chart
Flowserve Corp Stock (FLS)	0.8	$11M	-23%	153k	73.51	View chart
Blackrock Stock (BLK)	0.8	$11M	+4%	12k	961.73	View chart
Toyota Motor Corp Ads Adr (TM)	0.8	$11M	+39%	54k	206.09	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.7	$11M	+48%	110k	98.38	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.7	$11M	+3%	151k	70.18	View chart
Baker Hughes Company Cl A Stock (BKR)	0.7	$11M	-20%	173k	60.98	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.7	$10M	+6%	123k	84.44	View chart
United Rentals Stock (URI)	0.7	$10M	+73%	14k	728.54	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.7	$10M	+5%	30k	337.95	View chart
Silicon Motion Technology Corp Adr (SIMO)	0.7	$9.7M	+6%	86k	112.29	View chart
Union Pac Corp Stock (UNP)	0.7	$9.6M	+3%	40k	242.62	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.7	$9.5M	+6%	219k	43.66	View chart
Digital Rlty Tr Reit (DLR)	0.7	$9.5M	+21%	53k	180.21	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.7	$9.4M	+5%	25k	383.40	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.6	$9.1M	+10783%	159k	57.58	View chart
Enbridge Stock (ENB)	0.6	$8.9M	+3%	165k	54.14	View chart
Darden Restaurants Stock (DRI)	0.6	$8.8M	+6%	45k	196.04	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$8.7M		52k	169.66	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.6	$8.4M	+7%	93k	90.55	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.6	$8.2M	+2736%	126k	65.15	View chart
Cameco Corp Stock (CCJ)	0.6	$8.0M	-43%	74k	108.30	View chart
Dicks Sporting Goods Stock (DKS)	0.5	$7.7M		39k	198.29	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$7.5M	+9%	133k	56.68	View chart
Salesforce Stock (CRM)	0.5	$7.1M	+176%	38k	186.67	View chart
Spdr Gold Shares Etf (GLD)	0.5	$6.8M	-3%	16k	430.29	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.5	$6.8M	-33%	139k	48.73	View chart
Becton Dickinson & Co Stock (BDX)	0.5	$6.5M	+180126%	42k	157.23	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$6.4M	-13%	210k	30.68	View chart
Delta Air Lines Stock (DAL)	0.4	$6.0M	+110680%	91k	66.48	View chart
Booking Holdings Stock (BKNG)	0.4	$5.4M	+4614%	1.3k	4210.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$5.3M		18k	286.86	View chart
Uber Technologies Stock (UBER)	0.3	$4.8M	+9%	67k	71.93	View chart
Amgen Stock (AMGN)	0.3	$4.4M		13k	351.86	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.3	$3.8M		413k	9.13	View chart
Quanta Svcs Stock (PWR)	0.3	$3.7M	+17%	6.8k	549.04	View chart
Corpay Stock (CPAY)	0.3	$3.7M	-19%	13k	290.99	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$3.5M	-56%	38k	91.64	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.2	$3.5M	+31%	51k	68.47	View chart
Qxo Stock (QXO)	0.2	$3.4M		176k	19.42	View chart
Walmart Stock (WMT)	0.2	$3.4M	+6%	28k	124.28	View chart
Establishment Labs Hldgs Stock (ESTA)	0.2	$3.3M	+5%	58k	56.78	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$3.3M	+20%	35k	93.98	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.2	$3.3M	-11%	81k	40.47	View chart
Netflix Stock (NFLX)	0.2	$3.2M	+19%	33k	96.15	View chart
Blackrock Debt Strategies Fd I Cef (DSU)	0.2	$3.2M	+17%	329k	9.59	View chart
Palo Alto Networks Stock (PANW)	0.2	$3.1M	+124%	19k	160.32	View chart
Tesla Stock (TSLA)	0.2	$3.0M	+4%	8.0k	371.75	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.2	$2.8M	+86%	22k	126.28	View chart
Global Pmts Stock (GPN)	0.2	$2.6M	-8%	39k	67.30	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$2.6M	+5%	52k	50.61	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$2.6M	+35%	18k	146.28	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$2.6M		51k	50.34	View chart
Advanced Micro Devices Stock (AMD)	0.2	$2.5M		13k	203.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$2.4M	+100%	25k	99.27	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.4M		5.1k	479.17	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.2	$2.4M		198k	12.06	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$2.4M	-3%	31k	76.54	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.2	$2.3M	+15%	211k	11.06	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.3M	-4%	11k	215.06	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$2.3M	+10%	5.1k	446.54	View chart
Visa Inc Com Cl A Stock (V)	0.2	$2.2M	-4%	7.4k	302.23	View chart
Cheniere Energy Stock (LNG)	0.2	$2.2M	+17%	7.7k	283.76	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.2M	+12%	24k	90.53	View chart
Doubleline Income Solutions Cef (DSL)	0.1	$2.1M		197k	10.83	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$2.1M		55k	38.86	View chart
Eaton Corp Stock (ETN)	0.1	$2.1M	+151%	5.8k	357.69	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.0M	+6%	14k	148.10	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.9M	+9%	3.2k	597.54	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$1.9M	+8%	75k	25.62	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.8M		1.9k	996.32	View chart
Ishares Gold Trust Etf (IAU)	0.1	$1.8M	-6%	21k	88.16	View chart
Proshares S&p 500 High Income Etf Etf (ISPY)	0.1	$1.8M	+54%	42k	43.35	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.8M	-43%	1.3k	1378.99	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.8M	-8%	4.1k	436.74	View chart
S&p Global Stock (SPGI)	0.1	$1.6M	+19%	3.8k	425.30	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$1.6M	-10%	18k	88.46	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.6M	+6%	41k	38.42	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.5M	-3%	17k	92.21	View chart
Fs Kkr Cap Corp Cef (FSK)	0.1	$1.5M	+5%	148k	10.18	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.5M	-9%	15k	97.91	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$1.5M	+2%	19k	78.66	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.5M	-4%	6.8k	213.67	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.4M	+34%	15k	95.44	View chart
Park Natl Corp Stock (PRK)	0.1	$1.4M		8.4k	163.45	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.3M	-3%	74k	18.02	View chart
Doubleline Opportunistic Cr Cef (DBL)	0.1	$1.3M		88k	14.60	View chart
Aaon Inc Com Par $0.004 Stock (AAON)	0.1	$1.3M	-46%	16k	82.75	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.3M	-4%	12k	106.50	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.3M	-2%	3.5k	356.56	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.2M		6.5k	191.93	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.2M	-4%	5.1k	244.46	View chart
Home Depot Stock (HD)	0.1	$1.2M		3.8k	328.85	View chart
Vistra Corp Stock (VST)	0.1	$1.2M		8.2k	150.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.2M	-37%	5.9k	198.28	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.2M		3.7k	313.81	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.2M	+13%	17k	69.75	View chart
Merck & Co Stock (MRK)	0.1	$1.2M	+89%	9.6k	120.30	View chart
Chevron Corporation Stock (CVX)	0.1	$1.1M	+13%	5.3k	206.89	View chart
Ies Holdings Stock (IESC)	0.1	$1.1M	-39%	2.2k	476.47	View chart
Cisco Sys Stock (CSCO)	0.1	$1.1M		14k	77.59	View chart
Honeywell Intl Stock (HON)	0.1	$1.0M		4.6k	226.01	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.0M		4.5k	229.80	View chart
Stryker Corporation Stock (SYK)	0.1	$1.0M	-10%	3.1k	328.57	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$1.0M	+259%	2.2k	463.19	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$999k	-3%	17k	58.18	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.1	$974k		38k	25.88	View chart
Vanguard Value Etf Etf (VTV)	0.1	$963k	-7%	4.9k	196.19	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$957k		2.0k	474.56	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$955k	+2%	21k	45.65	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$948k		2.9k	328.66	View chart
Entergy Corp Stock (ETR)	0.1	$938k		8.3k	112.36	View chart
Morgan Stanley Stock (MS)	0.1	$936k	+8%	5.7k	164.57	View chart
Datadog Inc Cl A Stock (DDOG)	0.1	$913k	+8213%	7.7k	118.05	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.1	$909k	+6%	9.1k	99.44	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$905k		1.8k	499.77	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$877k	-8%	9.6k	91.77	View chart
Deere & Co Stock (DE)	0.1	$863k	+3%	1.5k	563.41	View chart
Verizon Communications Stock (VZ)	0.1	$860k		17k	50.20	View chart
Turning Pt Brands Stock (TPB)	0.1	$856k	+11508%	9.9k	86.79	View chart
Duke Energy Corp Stock (DUK)	0.1	$841k	-87%	6.4k	130.93	View chart
Caterpillar Stock (CAT)	0.1	$838k	+9%	1.2k	708.65	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$836k	-25%	16k	52.56	View chart
Procter & Gamble Stock (PG)	0.1	$825k	-3%	5.7k	144.45	View chart
Jefferies Financial Group Stock (JEF)	0.1	$806k	-93%	20k	41.27	View chart
Red Rock Resorts Inc Cl A Stock (RRR)	0.1	$790k	NEW	15k	53.36	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$780k	-3%	1.6k	491.59	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$780k		6.3k	124.31	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$757k	-4%	26k	29.13	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$723k	-64%	5.4k	132.91	View chart
Albemarle Corp Stock (ALB)	0.0	$720k		4.0k	179.55	View chart
Abbott Laboratories Stock (ABT)	0.0	$687k	+7%	6.7k	102.67	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$679k		14k	48.75	View chart
Vulcan Matls Stock (VMC)	0.0	$664k	-4%	2.4k	272.33	View chart
Applied Matls Stock (AMAT)	0.0	$655k		1.9k	341.72	View chart
Phillips 66 Stock (PSX)	0.0	$646k		3.5k	182.18	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$636k		1.1k	604.31	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$625k		6.5k	96.70	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$620k	-9%	1.9k	320.74	View chart
Ge Vernova Stock (GEV)	0.0	$612k	+40%	702.00	872.33	View chart
Lowes Cos Stock (LOW)	0.0	$611k	-5%	2.6k	236.24	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$603k	-3%	18k	33.53	View chart
Starbucks Corp Stock (SBUX)	0.0	$602k	-2%	6.7k	89.59	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.0	$587k	-36%	5.9k	100.20	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$584k	-3%	11k	52.64	View chart
Mcdonalds Corp Stock (MCD)	0.0	$581k	+5%	1.9k	310.79	View chart
Ge Aerospace Stock (GE)	0.0	$579k	-4%	2.0k	283.78	View chart
Chubb Ltd Switz Stock (CB)	0.0	$577k	-5%	1.8k	325.99	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$561k	-6%	425.00	1320.83	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$561k	-3%	1.3k	426.43	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$533k		2.6k	205.83	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$520k	+13%	1.3k	390.41	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$519k	-4%	3.4k	151.41	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$515k	-32%	6.2k	82.57	View chart
Sysco Corp Stock (SYY)	0.0	$514k		7.2k	71.33	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$509k		13k	37.84	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$506k	-17%	5.0k	100.67	View chart
Micron Technology Stock (MU)	0.0	$502k	+26%	1.5k	337.84	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$479k	-5%	6.4k	74.36	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$466k		19k	25.10	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$448k		1.8k	249.08	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$447k	-7%	5.3k	84.83	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$446k	+22%	5.0k	88.70	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$443k	-34%	1.1k	391.71	View chart
Invesco S&p 500 Equal Weight Consumer Discretionary Etf Etf (RSPD)	0.0	$442k	-36%	8.3k	53.53	View chart
Target Corp Stock (TGT)	0.0	$440k	-12%	3.6k	121.20	View chart
American Elec Pwr Stock (AEP)	0.0	$439k	+3%	3.3k	131.08	View chart
Sherwin Williams Stock (SHW)	0.0	$437k		1.4k	320.59	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$430k	+3%	11k	40.51	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$429k	+61%	5.8k	73.64	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$419k		14k	30.32	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$418k		6.8k	61.26	View chart
Brookfield Renewable Energy Partnership Unit Stock (BEP)	0.0	$414k		13k	32.64	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$414k	+15%	671.00	616.47	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$411k	-2%	14k	30.50	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.0	$411k		9.0k	45.81	View chart
Applied Indl Technologies Stock (AIT)	0.0	$403k	-96%	1.5k	265.30	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$398k		8.7k	45.89	View chart
Pepsico Stock (PEP)	0.0	$394k		2.5k	155.29	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$387k		4.8k	80.95	View chart
Ishares Silver Trust Etf (SLV)	0.0	$387k	+12%	5.7k	68.14	View chart
Oaktree Specialty Lending Cef (OCSL)	0.0	$384k		34k	11.30	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$377k	-26%	4.8k	79.26	View chart
Diamondback Energy Stock (FANG)	0.0	$374k		1.9k	197.82	View chart
Southern Stock (SO)	0.0	$366k		3.8k	96.52	View chart
Primo Brands Corporation Class A Stock (PRMB)	0.0	$365k	-82%	19k	18.83	View chart
Travelers Companies Stock (TRV)	0.0	$365k		1.3k	291.77	View chart
Dollar Gen Corp Stock (DG)	0.0	$362k	-12%	3.1k	118.72	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$360k	-6%	1.6k	221.19	View chart
Newmarket Corp Stock (NEU)	0.0	$360k		561.00	640.95	View chart
Installed Bldg Prods Stock (IBP)	0.0	$358k		1.4k	265.15	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$357k	+8%	2.0k	174.61	View chart
Unitedhealth Group Stock (UNH)	0.0	$355k	-13%	1.3k	270.51	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$354k	-14%	6.7k	52.76	View chart
Progressive Corp Stock (PGR)	0.0	$352k	-3%	1.8k	198.27	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$351k		7.0k	49.89	View chart
At&t Stock (T)	0.0	$348k	-6%	12k	28.99	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$343k		5.8k	59.03	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$342k	-5%	6.8k	50.63	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$340k	-3%	4.8k	70.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$332k	+53%	5.2k	64.08	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$331k		9.2k	36.12	View chart
Akre Focus Etf Etf (AKRE)	0.0	$331k	-7%	6.3k	52.85	View chart
Boeing Stock (BA)	0.0	$328k		1.7k	199.06	View chart
Intuit Stock (INTU)	0.0	$328k	-31%	758.00	432.59	View chart
Disney Walt Stock (DIS)	0.0	$326k	-6%	3.4k	96.38	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$324k	-29%	6.8k	47.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$317k	-3%	5.9k	54.05	View chart
Servicenow Stock (NOW)	0.0	$313k	-69%	3.0k	104.54	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 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
Strategic Wealth Partners 2022 Q1 filed May 19, 2022

View all past filings

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