Strategic Wealth Partners, Ltd.
CIK 1720777
13F filing for Q2 2026・No. 1,907
- Holdings
- US$1.62B
- Quarter change
- +US$204.64M
- Entries
- 1,463
- Net bought (estimate)
- +US$8.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 107
- Sold out 123
- Cut 408
- Added 296
- Corporate actions 18
- Unchanged 625
Largest holdings
1,436 stocks worth US$1.62B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SWP GROWTH & INCOME ETFETF | Added | 5,084,437 | US$141.69M | 8.77% |
| MBBISHARES MBS ETFETF | Added | 517,750 | US$48.94M | 3.03% |
| MSFTMicrosoftStock | Added | 122,138 | US$45.56M | 2.82% |
| AAPLAppleStock | Added | 154,485 | US$44.7M | 2.77% |
| GOOGLAlphabetStock | Cut | 123,109 | US$44M | 2.72% |
| EFAISHARES MSCI EAFE ETFETF | Added | 399,214 | US$41.47M | 2.57% |
| SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFETF | Added | 1,359,676 | US$40.8M | 2.53% |
| AVGOBroadcomStock | Added | 91,809 | US$34.68M | 2.15% |
| ISHARES 3-7 YEAR TREASURY BOND ETFETF | Added | 259,736 | US$30.51M | 1.89% |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFETF | Added | 1,152,976 | US$25.6M | 1.58% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.