13F Insight
DOSSIER · 13F-HR · Q1 2026

Strategic Wealth Partners, Ltd.

$1.4B in tracked AUM across 1,479 positions as of Q1 2026.

SW
CIK 0001720777 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
1,479
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Strategic Wealth Partners, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SWP
SWP GROWTH & INCOME ETF
$128M4.8M8.9%02
MBB
ISHARES MBS ETF
$46M486K3.2%03
MSFT
MICROSOFT CORP COM
$42M114K2.9%04
EFA
ISHARES MSCI EAFE ETF
$38M394K2.7%05
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$38M1.3M2.6%06
AAPL
APPLE INC COM
$38M149K2.6%07
GOOGL
ALPHABET INC CAP STK CL A
$38M131K2.6%08
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
$29M242K2.0%09
AVGO
BROADCOM INC COM
$27M88K1.9%10
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
$25M1.1M1.7%

Filing history

2026Q1Mar 31
$1.4B▼ 1.2%
1,479 positionsView →2025Q4Dec 31
$1.5B▲ 9.0%
1,459 positionsView →2025Q3Sep 30
$1.3B▲ 5.4%
1,317 positionsView →2025Q2Jun 30
$1.3B▲ 5.2%
1,156 positionsLocked2024Q4Dec 31
$1.2B▲ 16.1%
315 positionsLocked2024Q3Sep 30
$1.0B▲ 8.6%
304 positionsLocked2024Q2Jun 30
$958M▲ 5.1%
289 positionsLocked2024Q1Mar 31
$911M▲ 12.3%
278 positionsLocked2023Q4Dec 31
$811M▲ 6.8%
275 positionsLocked2023Q3Sep 30
$759M▼ 1.8%
284 positionsLocked2023Q2Jun 30
$773M▲ 18.6%
285 positionsLocked2023Q1Mar 31
$652M▲ 21.1%
258 positionsLocked
Showing 12 of 29