EdgeMarket › What Strategic Wealth Partners, Ltd. reported owning
What Strategic Wealth Partners, Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
1,479Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SWP SWP Growth & Income ETF | 128.2M | 8.9% | 4.8M | 28.88 | +6.9% |
| MBB iShares MBS ETF | 46.1M | 3.2% | 485.9K | 93.12 | -0.6% |
| MSFT MICROSOFT CORP | 42.1M | 2.9% | 113.6K | 483.24 | -4.4% |
| EFA iShares MSCI EAFE ETF | 38.3M | 2.7% | 394.4K | 108.24 | +17.1% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 38.2M | 2.6% | 1.3M | 29.94 | -0.8% |
| AAPL Apple Inc. | 37.8M | 2.6% | 148.9K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 37.7M | 2.6% | 131.0K | 344.82 | +73.0% |
| IEI iShares 3-7 Year Treasury Bond ETF | 28.7M | 2.0% | 241.9K | 116.41 | -2.1% |
| AVGO Broadcom Inc. | 27.1M | 1.9% | 87.5K | 368.45 | +26.5% |
| PID Invesco International Dividend Achievers ETF | 24.8M | 1.7% | 1.1M | 23.13 | +8.8% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 21.1M | 1.5% | 194.0K | 105.92 | -3.5% |
| NVDA NVIDIA CORP | 18.6M | 1.3% | 106.5K | 214.72 | +22.4% |
| PLD Prologis, Inc. | 18.4M | 1.3% | 139.0K | 141.80 | +28.7% |
| SHV iShares 0-1 Year Treasury Bond ETF | 18.0M | 1.2% | 162.8K | 110.31 | -0.0% |
| META Meta Platforms, Inc. | 18.0M | 1.2% | 31.4K | 549.90 | -26.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 17.9M | 1.2% | 73.8K | 235.68 | -2.8% |
| JPM JPMORGAN CHASE & CO | 17.7M | 1.2% | 60.1K | 351.58 | +20.3% |
| ORCL ORACLE CORP | 16.8M | 1.2% | 114.4K | 146.47 | -37.7% |
| STM STMicroelectronics N.V. | 16.5M | 1.1% | 477.1K | 50.56 | +94.5% |
| RTX RTX Corp | 16.3M | 1.1% | 84.6K | 209.91 | +34.1% |
| AZN ASTRAZENECA PLC | 16.3M | 1.1% | 82.7K | 165.98 | — |
| PM Philip Morris International Inc. | 15.4M | 1.1% | 93.0K | 188.23 | +8.9% |
| BX Blackstone Inc. | 14.7M | 1.0% | 127.9K | 143.38 | -12.8% |
| IVV iShares Core S&P 500 ETF | 14.1M | 1.0% | 21.6K | 769.31 | +20.0% |
| TJX TJX COMPANIES INC /DE/ | 13.9M | 1.0% | 87.2K | 140.53 | +1.6% |
| SPY SPDR S&P 500 ETF TRUST | 13.6M | 0.9% | 20.9K | 765.72 | +20.0% |
| NEE NEXTERA ENERGY INC | 13.5M | 0.9% | 145.6K | 83.65 | +9.8% |
| ABBV AbbVie Inc. | 13.1M | 0.9% | 60.4K | 264.96 | +26.7% |
| AXP AMERICAN EXPRESS CO | 13.0M | 0.9% | 43.1K | 336.00 | +8.9% |
| AMZN AMAZON COM INC | 13.0M | 0.9% | 62.6K | 258.63 | +15.6% |
| FCX FREEPORT-MCMORAN INC | 13.0M | 0.9% | 221.2K | 76.66 | +85.6% |
| TOL Toll Brothers, Inc. | 12.8M | 0.9% | 94.1K | 147.09 | +11.9% |
| EMR EMERSON ELECTRIC CO | 12.5M | 0.9% | 95.3K | 157.26 | +20.1% |
| IWM iShares Russell 2000 ETF | 12.4M | 0.9% | 50.2K | 299.96 | +33.1% |
| C CITIGROUP INC | 12.4M | 0.9% | 109.2K | 131.65 | +41.3% |
| COR Cencora, Inc. | 12.4M | 0.9% | 39.4K | 318.04 | +4.7% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 12.1M | 0.8% | 58.1K | 243.13 | +24.7% |
| GS GOLDMAN SACHS GROUP INC | 11.9M | 0.8% | 14.1K | 1,039.28 | +44.2% |
| LLY ELI LILLY & Co | 11.7M | 0.8% | 12.7K | 1,255.40 | +78.0% |
| MDT Medtronic plc | 11.7M | 0.8% | 134.8K | 93.35 | +0.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 11.6M | 0.8% | 20.0K | 713.44 | +26.1% |
| XBI State Street SPDR S&P Biotech ETF | 11.4M | 0.8% | 89.6K | 165.73 | +85.8% |
| FLS FLOWSERVE CORP | 11.2M | 0.8% | 152.9K | 79.39 | +52.2% |
| BLK BlackRock, Inc. | 11.1M | 0.8% | 11.6K | 1,156.55 | +2.5% |
| TM TOYOTA MOTOR CORP/ | 11.1M | 0.8% | 53.7K | 197.35 | -0.9% |
| UPS UNITED PARCEL SERVICE INC | 10.8M | 0.7% | 109.7K | 102.01 | +17.3% |
| DGRO iShares Core Dividend Growth ETF | 10.6M | 0.7% | 151.1K | 79.61 | +20.0% |
| BKR Baker Hughes Co | 10.6M | 0.7% | 173.2K | 62.34 | +45.5% |
| EWJ iShares MSCI Japan ETF | 10.4M | 0.7% | 122.9K | 95.18 | +19.5% |
| URI UNITED RENTALS, INC. | 10.3M | 0.7% | 14.1K | 1,098.51 | +21.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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