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Manager Directed Portfolios shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Manager Directed Portfolios (SWP) shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $96M 3.5M 27.68
2025-06-30 $87M 3.3M 26.06
2024-12-31 $86M 3.2M 26.50
2024-09-30 $81M 3.2M 25.12

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Microsoft Corp Stock (MSFT)
Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Msci Eafe Etf Etf (EFA)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

Top funds holding Manager Directed Portfolios

Strategic Wealth Partners
Natural Investments
Brian Low Financial Group
Citadel Advisors
Simplicity Wealth
UBS Group
Parallel Advisors

View all funds holding Manager Directed Portfolios