§ 13F · FUND PROFILE
Strategic Wealth Partners, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 1317Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 4.82M | $128M | 8.9% | +2% |
| 2 | MBB | ISHARES MBS ETF | 486K | $46M | 3.2% | +4% |
| 3 | MSFT | MICROSOFT CORP COM | 114K | $42M | 2.9% | +27% |
| 4 | EFA | ISHARES MSCI EAFE ETF | 394K | $38M | 2.7% | +4% |
| 5 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1.27M | $38M | 2.6% | +4% |
| 6 | AAPL | APPLE INC COM | 149K | $38M | 2.6% | +1% |
| 7 | GOOGL | ALPHABET INC CAP STK CL A | 131K | $38M | 2.6% | +2% |
| 8 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 242K | $29M | 2.0% | +5% |
| 9 | AVGO | BROADCOM INC COM | 88K | $27M | 1.9% | +3% |
| 10 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1.12M | $25M | 1.7% | +5% |
§ 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 $1.3 billion in assets. The fund runs a massive portfolio of 1,317 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed