§ 13F · FUND PROFILE
Strategic Wealth Partners, Ltd..
AUM · $1.6B (13F)Positions · 1463Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 5.08M | $142M | 8.8% | +6% |
| 2 | MBB | ISHARES MBS ETF | 518K | $49M | 3.0% | +7% |
| 3 | MSFT | MICROSOFT CORP COM | 122K | $46M | 2.8% | +8% |
| 4 | AAPL | APPLE INC COM | 154K | $45M | 2.8% | +4% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 123K | $44M | 2.7% | −6% |
| 6 | EFA | ISHARES MSCI EAFE ETF | 399K | $41M | 2.6% | +1% |
| 7 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1.36M | $41M | 2.5% | +7% |
| 8 | AVGO | BROADCOM INC COM | 92K | $35M | 2.1% | +5% |
| 9 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 260K | $31M | 1.9% | +7% |
| 10 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1.15M | $26M | 1.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STRATEGIC SIGNAL
AC read
Strategic Wealth Partners, Ltd. is a Other fund managing $1.6 billion in assets. The fund runs a massive portfolio of 1,463 positions.
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