Strategic Wealth Partners, Ltd. - Portfolio Stock Holdings
Strategic Wealth Partners, Ltd. disclosed 1496 stock positions in a recent SEC 13F filing. $1,361,884,055 of stock holdings were filed, with the largest holdings including SWP, MSFT, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
1496Est. Stock Holding Value:
$1,361,884,055Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strategic Wealth Partners, Ltd.
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Portfolio Options Holdings - Strategic Wealth Partners, Ltd.
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