Strategic Wealth Partners, Ltd. - Portfolio Stock Holdings
Strategic Wealth Partners, Ltd. disclosed 1539 stock positions in a recent SEC 13F filing. $1,614,887,015 of stock holdings were filed, with the largest holdings including SWP, MBB, and MSFT. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $1,644,729,979 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1539Est. Stock Holding Value:
$1,614,887,015Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Strategic Wealth Partners, Ltd.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Strategic Wealth Partners, Ltd.
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...