What does Strategic Wealth Partners, Ltd. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SWP GROWTH & INCOME ETF

$128M4.8M8.9%

ISHARES MBS ETF

$46M486K3.2%

MICROSOFT CORP COM

$42M114K2.9%

ISHARES MSCI EAFE ETF

$38M394K2.7%

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

$38M1.3M2.6%

APPLE INC COM

$38M149K2.6%

ALPHABET INC CAP STK CL A

$38M131K2.6%

ISHARES 3-7 YEAR TREASURY BOND ETF

$29M242K2.0%

BROADCOM INC COM

$27M88K1.9%

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

$25M1.1M1.7%

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