Strategic Wealth Partners, Ltd.

DOSSIER · 13F-HR · Q2 2026

Strategic Wealth Partners, Ltd.

$1.6B in tracked AUM across 1,463 positions as of Q2 2026.

SW

CIK 0001720777 · last filed Jun 30, 2026

Total AUM

$1.6B

as of Q2 2026

Holdings

1,463

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Strategic Wealth Partners, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SWP

SWP GROWTH & INCOME ETF

$142M5.1M8.8%02

MBB

ISHARES MBS ETF

$49M518K3.0%03

MSFT

MICROSOFT CORP COM

$46M122K2.8%04

AAPL

APPLE INC COM

$45M154K2.8%05

GOOGL

ALPHABET INC CAP STK CL A

$44M123K2.7%06

EFA

ISHARES MSCI EAFE ETF

$41M399K2.6%07

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

$41M1.4M2.5%08

AVGO

BROADCOM INC COM

$35M92K2.1%09

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

$31M260K1.9%10

PID

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF