Strategic Wealth Partners, Ltd. 13F Holdings

CIK 0001720777 · INDEPENDENCE, OH

As of Sep 30, 2025, Strategic Wealth Partners, Ltd. reported 1,317 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MANAGER DIRECTED PORTFOLIOSSWP—3,469,615$96.0M7.64%
MICROSOFT CORPMSFTTechnology96,095$49.8M3.96%
ISHARES MBS ETFMBB—417,724$39.7M3.16%
APPLE INCAAPLTechnology153,531$39.1M3.11%
ALPHABET INCGOOGLEquity143,653$34.9M2.78%
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETFSPSB—1,070,072$32.4M2.58%
ISHARES MSCI EAFE ETFEFA—346,707$32.4M2.58%
BROADCOM INCAVGOTechnology90,637$29.9M2.38%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—202,777$24.2M1.93%
INVESCO EXCHANGE TRADED FD TPID—958,941$20.4M1.62%
ORACLE CORPORCLTechnology68,514 9.3M1.53%
NVIDIA CORPNVDATechnology97,839 8.3M1.45%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—163,091 8.2M1.45%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology61,755 7.4M1.39%
JPMORGAN CHASE & COJPMFinancial Services52,246 6.5M1.31%
ISHARES SHORT TREASURY BOND ETFSHV—134,818 4.9M1.19%
BLACKSTONE INCBXFinancial Services83,552 4.3M1.14%
ASTRAZENECA PLCAZNHealthcare181,216 3.9M1.11%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive84,438 3.7M1.09%
ISHARES CORE S&P 500 ETFIVV—20,266 3.6M1.08%
AMAZON.COM INCAMZNEquity61,770 3.6M1.08%
SPDR S&P 500 ETF TRUSTSPY—20,291 3.5M1.08%
RTX CORPRTXEquity80,050 3.4M1.07%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services66,316 3.3M1.06%
INVESCO QQQ TRUST SERIES 1QQQ—21,686 3.0M1.04%