Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Wealth Partners, Ltd. (CIK 1720777) reported $1.62B across 1,436 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SWP ($141.7M, 8.77%), MBB ($48.9M, 3.03%), MSFT ($45.6M, 2.82%), AAPL ($44.7M, 2.77%), GOOGL ($44.0M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | $141.7M | 8.77% | 5.1M | Added |
| 2 | MBB | ISHARES MBS ETF | $48.9M | 3.03% | 517,750 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $45.6M | 2.82% | 122,138 | Added |
| 4 | AAPL | APPLE INC COM | $44.7M | 2.77% | 154,485 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $44.0M | 2.72% | 123,109 | Trimmed |
| 6 | EFA | ISHARES MSCI EAFE ETF | $41.5M | 2.57% | 399,214 | Added |
| 7 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $40.8M | 2.53% | 1.4M | Added |
| 8 | AVGO | BROADCOM INC COM | $34.7M | 2.15% | 91,809 | Added |
| 9 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $30.5M | 1.89% | 259,736 | Added |
| 10 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $25.6M | 1.58% | 1.2M | Added |
| 11 | META | META PLATFORMS INC CL A | $25.6M | 1.58% | 45,403 | Added |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS COM | $23.5M | 1.45% | 83,442 | Added |
| 13 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $22.5M | 1.39% | 206,245 | Added |
| 14 | NVDA | NVIDIA CORPORATION COM | $21.3M | 1.32% | 106,468 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO COM | $20.8M | 1.29% | 63,666 | Added |
| 16 | PLD | PROLOGIS INC. COM | $20.2M | 1.25% | 149,115 | Added |
| 17 | ORCL | ORACLE CORP COM | $19.9M | 1.23% | 135,920 | Added |
| 18 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $19.3M | 1.20% | 175,051 | Added |
| 19 | LLY | ELI LILLY & CO COM | $18.5M | 1.14% | 15,389 | Added |
| 20 | PM | PHILIP MORRIS INTL INC COM | $18.1M | 1.12% | 99,998 | Added |
| 21 | URI | UNITED RENTALS INC COM | $17.9M | 1.11% | 15,770 | Added |
| 22 | AZN | ASTRAZENECA PLC ORD | $16.9M | 1.04% | 88,890 | Added |
| 23 | RTX | RTX CORPORATION COM | $16.6M | 1.03% | 87,588 | Added |
| 24 | IVV | ISHARES CORE S&P 500 ETF | $16.7M | 1.03% | 22,254 | Added |
| 25 | PNC | PNC FINL SVCS GROUP INC COM | $16.3M | 1.01% | 66,276 | Added |
Source: SEC Form 13F filings · as of 2026-06-30