Schneider Downs Wealth Management Advisors, LP Portfolio Holdings - 13F Filings | 13F Fund Database
Schneider Downs Wealth Management Advisors, LP 13F Holdings
CIK 0001665359 · PITTSBURGH, PA
As of Sep 30, 2025, Schneider Downs Wealth Management Advisors, LP reported
148 positions worth $842.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| FEDERATED HERMES INC | FHI | Financial Services | 2,657,263 |
|
38.0M16.37% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 1,725,265 | $73.8M | 8.76% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 238,178 | $70.0M | 8.30% |
| NYLI MACKAY MUNI INTERMEDIATE ETF | MMIT | — | 2,242,166 | $54.5M | 6.47% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,603,876 | $51.2M | 6.07% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 598,279 | $39.4M | 4.68% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,407,417 | $37.1M | 4.40% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 313,542 | $33.4M | 3.96% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | VNLA | — | 532,894 | $26.3M | 3.12% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 157,583 | $22.3M | 2.65% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 41,333 |
9.4M | 2.30% |
| JPMORGAN INCOME ETF | JPIE | — | 365,251 |
7.0M | 2.01% |
| FIDELITY TOTAL BOND ETF | FBND | — | 301,703 |
4.0M | 1.66% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 219,170 |
3.1M | 1.56% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 441,180 |
3.1M | 1.55% |
| VANGUARD 500 INDEX FUND | VOO | — | 20,761 |
2.7M | 1.51% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 100,751 |
2.0M | 1.42% |
| FEDERATED HERMES ETF TRUST | — | — | 420,950 |
0.7M | 1.27% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 33,021 | $9.8M | 1.17% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 293,421 | $8.5M | 1.01% |
| SPDR S&P 500 ETF TRUST | SPY | — | 11,441 | $7.6M | 0.90% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 151,988 | $7.6M | 0.90% |
| APPLE INC | AAPL | Technology | 28,918 | $7.4M | 0.87% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 75,142 | $7.3M | 0.86% |
| ISHARES MSCI EAFE ETF | EFA | — | 60,718 | $5.7M | 0.67% |