Institutional Fund
Strategic Wealth Partners, Ltd.
Independence, OHCIK 17207774 filings on record
Portfolio Value
$1.44B
Q1 2026
Holdings
1,452
Reported positions
New Buys
118
Opened this quarter
QoQ Change
-1.2%
from $1.46B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Manager Directed Portfolios8.9%
- Ishares Tr3.2%
- Microsoft Corp2.9%
- Ishares Tr2.7%
- Spdr Series Trust2.6%
- Apple Inc2.6%
- Other77.1%
Portfolio Holdings
1,452 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Manager Directed Portfolios | 4.82M | $128.16M | 8.9% | +91.1K | Added |
| 2 | Ishares Tr | 485.9K | $46.14M | 3.2% | +19.1K | Added |
| 3 | Microsoft Corp | 113.6K | $42.05M | 2.9% | +23.9K | Added |
| 4 | Ishares Tr | 394.4K | $38.30M | 2.7% | +15.8K | Added |
| 5 | Spdr Series Trust | 1.27M | $38.16M | 2.6% | +52.7K | Added |
| 6 | Apple Inc | 148.9K | $37.78M | 2.6% | +1.3K | Added |
| 7 | Alphabet Inc | 131.0K | $37.67M | 2.6% | +2.7K | Added |
| 8 | Ishares Tr | 241.9K | $28.69M | 2.0% | +11.2K | Added |
| 9 | Broadcom Inc | 87.5K | $27.09M | 1.9% | +2.4K | Added |
| 10 | Invesco Exchange Traded Fd T | 1.12M | $24.81M | 1.7% | +52.4K | Added |
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