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Strategic Wealth Partners, Ltd.

Q2 2026 13F filing

Updated 29 days ago

1,463 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
1,463
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

SWP GROWTH & INCOME ETF

Value
$141.7M
Shares
5.08M
% Port
8.77%
E

ISHARES MBS ETF

Value
$48.9M
Shares
517.8K
% Port
3.03%
M

MICROSOFT CORP COM

Value
$45.6M
Shares
122.1K
% Port
2.82%
A

APPLE INC COM

Value
$44.7M
Shares
154.5K
% Port
2.77%
G

ALPHABET INC CAP STK CL A

Value
$44M
Shares
123.1K
% Port
2.72%
E

ISHARES MSCI EAFE ETF

Value
$41.5M
Shares
399.2K
% Port
2.57%
S

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

Value
$40.8M
Shares
1.36M
% Port
2.53%
A

BROADCOM INC COM

Value
$34.7M
Shares
91.8K
% Port
2.15%
E

ISHARES 3-7 YEAR TREASURY BOND ETF

Value
$30.5M
Shares
259.7K
% Port
1.89%
I
10.IVZ

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

Value
$25.6M
Shares
1.15M
% Port
1.58%
M
11.META

META PLATFORMS INC CL A

Value
$25.6M
Shares
45.4K
% Port
1.58%
I
12.IBM

INTERNATIONAL BUSINESS MACHS COM

Value
$23.5M
Shares
83.4K
% Port
1.45%
B
13.BLK

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

Value
$22.5M
Shares
206.2K
% Port
1.39%
N
14.NVDA

NVIDIA CORPORATION COM

Value
$21.3M
Shares
106.5K
% Port
1.32%
J

JPMORGAN CHASE & CO COM

Value
$20.8M
Shares
63.7K
% Port
1.29%
P

PROLOGIS INC. COM

Value
$20.2M
Shares
149.1K
% Port
1.25%
O

ORACLE CORP COM

Value
$19.9M
Shares
135.9K
% Port
1.23%
E
18.ETHA

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

Value
$19.3M
Shares
175.1K
% Port
1.20%
L
19.LLY

ELI LILLY & CO COM

Value
$18.5M
Shares
15.4K
% Port
1.14%
P
20.PM

PHILIP MORRIS INTL INC COM

Value
$18.1M
Shares
100.0K
% Port
1.12%
U
21.URI

UNITED RENTALS INC COM

Value
$17.9M
Shares
15.8K
% Port
1.11%
A
22.AZN

ASTRAZENECA PLC ORD

Value
$16.9M
Shares
88.9K
% Port
1.04%
E
23.ETHA

ISHARES CORE S&P 500 ETF

Value
$16.7M
Shares
22.3K
% Port
1.03%
R
24.RTX

RTX CORPORATION COM

Value
$16.6M
Shares
87.6K
% Port
1.03%
P
25.PNC

PNC FINL SVCS GROUP INC COM

Value
$16.3M
Shares
66.3K
% Port
1.01%
A
26.AMZN

AMAZON COM INC COM

Value
$16.1M
Shares
67.7K
% Port
1.00%
A
27.ABBV

ABBVIE INC COM

Value
$16M
Shares
63.6K
% Port
0.99%
S
28.SPY

STATE STREET SPDR S&P 500 ETF

Value
$15.8M
Shares
21.2K
% Port
0.98%
H
29.HODL

VANECK SEMICONDUCTOR ETF

Value
$15.8M
Shares
24.1K
% Port
0.98%
B
30.BX

BLACKSTONE INC COM

Value
$15.7M
Shares
133.0K
% Port
0.97%
A
31.AXP

AMERICAN EXPRESS CO COM

Value
$15.6M
Shares
46.2K
% Port
0.97%
T

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

Value
$15.4M
Shares
32.3K
% Port
0.95%
C
33.C-PR

CITIGROUP INC COM NEW

Value
$15.4M
Shares
109.8K
% Port
0.95%
E
34.ETHA

ISHARES RUSSELL 2000 ETF

Value
$15M
Shares
49.9K
% Port
0.93%
T
35.TJX

TJX COS INC NEW COM

Value
$14.9M
Shares
98.6K
% Port
0.92%
Q
36.QQQ

INVESCO QQQ TRUST SERIES I

Value
$14.8M
Shares
20.1K
% Port
0.92%
E
37.EMR

EMERSON ELEC CO COM

Value
$14.8M
Shares
103.1K
% Port
0.91%
G

GOLDMAN SACHS GROUP INC COM

Value
$14.7M
Shares
14.5K
% Port
0.91%
F
39.FCX

FREEPORT MCMORAN INC CL B

Value
$14.5M
Shares
230.9K
% Port
0.90%
D
40.DAL

DELTA AIR LINES INC COM NEW

Value
$14.5M
Shares
154.3K
% Port
0.89%
W
41.WMT

WALMART INC COM

Value
$14.3M
Shares
126.1K
% Port
0.88%
S

STATE STREET SPDR S&P BIOTECH ETF

Value
$14.1M
Shares
89.2K
% Port
0.87%
N

NEXTERA ENERGY INC COM

Value
$13.9M
Shares
158.2K
% Port
0.86%
D

DIGITAL RLTY TR INC COM

Value
$13.6M
Shares
75.6K
% Port
0.84%
R
45.RRR

RED ROCK RESORTS INC CL A

Value
$12.4M
Shares
191.1K
% Port
0.77%
C
46.COR

CENCORA INC COM

Value
$12.3M
Shares
43.5K
% Port
0.76%
U
47.UNP

UNION PAC CORP COM

Value
$11.7M
Shares
43.1K
% Port
0.73%
B
48.BKNG

BOOKING HOLDINGS INC COM

Value
$11.7M
Shares
65.4K
% Port
0.72%
C
49.CCJ

CAMECO CORP COM

Value
$11.6M
Shares
113.7K
% Port
0.72%
P
50.PGR

PROGRESSIVE CORP COM

Value
$11.5M
Shares
52.8K
% Port
0.71%