Strategic Wealth Partners, Ltd. — 13F holdings

Strategic Wealth Partners, Ltd. reported 1,463 holdings worth $1.62B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. SWP MANAGER DIRECTED PORTFOLIOS — $142M (8.8%)
  2. MBB ISHARES TR — $48.9M (3.0%)
  3. MSFT MICROSOFT CORP — $45.6M (2.8%)
  4. AAPL APPLE INC — $44.7M (2.8%)
  5. GOOGL ALPHABET INC — $44.0M (2.7%)
  6. EFA ISHARES TR — $41.5M (2.6%)
  7. SPSB SPDR SERIES TRUST — $40.8M (2.5%)
  8. AVGO BROADCOM INC — $34.7M (2.1%)
  9. IEI ISHARES TR — $30.5M (1.9%)
  10. PID INVESCO EXCHANGE TRADED FD T — $25.6M (1.6%)