§ 13F · FUND PROFILE
Strategic Wealth Partners, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1270.8T (13F)Positions · 1156Turnover · — · Q3Filed · Nov 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 3.47M | $96.0T | 7.2% | — |
| 2 | MSFT | MICROSOFT CORP COM | 96K | $49.8T | 3.7% | — |
| 3 | MBB | ISHARES MBS ETF | 418K | $39.7T | 3.0% | — |
| 4 | AAPL | APPLE INC COM | 154K | $39.1T | 2.9% | — |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 144K | $34.9T | 2.6% | — |
| 6 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1.07M | $32.4T | 2.4% | — |
| 7 | EFA | ISHARES MSCI EAFE ETF | 347K | $32.4T | 2.4% | — |
| 8 | AVGO | BROADCOM INC COM | 91K | $29.9T | 2.2% | — |
| 9 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 203K | $24.2T | 1.8% | — |
| 10 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 959K | $20.4T | 1.5% | — |
§ 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 $1270801.6 trillion in assets. The fund runs a massive portfolio of 1,156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed