13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001665359
Total reported value
$1.1B
$1.1B
146 檔
24.9%
During the Q2 2025 filing period, Schneider Downs Wealth Management Advisors, LP (CIK: 0001665359) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 146 reported positions.
During Q2 2025, Schneider Downs Wealth Management Advisors, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.16% | -0.46% | +6.51% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.02% | -0.19% | +3.73% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.17% | +0.07% | +3.97% | |
| 4 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 6.55% | -0.77% | +4.40% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.66% | -0.07% | +2.78% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.20% | +0.15% | +162.77% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 4.44% | -0.35% | -4.16% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-Other | 3.78% | -0.40% | -0.28% | |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 3.03% | +0.22% | -18.61% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.83% | -0.01% | +4.60% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.30% | -0.09% | +39.93% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.11% | -0.03% | +44.85% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.87% | — | +36.66% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.78% | -0.19% | +32.35% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | -0.08% | +4.48% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | -0.03% | +2.06% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | +0.37% | -2.81% | |
| 18 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.53% | -0.08% | -11.05% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.35% | +0.01% | +1460.49% | |
| 20 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.27% | -0.04% | +33.35% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.22% | -0.05% | +54.78% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.21% | -0.14% | +64.49% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | -0.05% | +0.15% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | -0.02% | +99.07% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.03% | -0.06% | -0.32% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.06% | -5.96% | |
| 27 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 0.71% | -0.03% | +4.79% | |
| 28 | FHI | Federated Hermes Inc | Stock-Financials | 0.53% | +1.37% | -10.82% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.09% | -1.94% | |
| 30 | RJF | Raymond James Financial Inc | Stock-Financials | 0.49% | -0.03% | — | |
| 31 | PRCH | Porch Group Inc | Stock-Other | 0.49% | +0.17% | -2.33% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | +0.01% | +84.83% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | +33.93% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.43% | -0.02% | +192.16% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.41% | -0.02% | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | +3.31% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.38% | — | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.36% | +0.09% | +995.83% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.36% | -0.03% | +21.01% | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.33% | +0.01% | +7.09% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | -0.03% | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | +80.22% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | -0.01% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | -0.06% | -3.58% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.03% | — | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.30% | +0.12% | — | |
| 47 | BN | Brookfield CORP | Stock-Financials | 0.30% | -0.03% | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | +0.01% | +256.98% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.02% | -2.87% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | +0.18% | -0.02% |
According to official SEC Form 13F filings, Schneider Downs Wealth Management Advisors, LP reported a total U.S. public equity portfolio value of $1.1B across 146 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPDW, VO, SCHG) accounted for 24.9% of total reported equity market value during Q2 2025.
During Q2 2025, Schneider Downs Wealth Management Advisors, LP's top holdings by market value included SPDW (10.2%)、VO (10.0%)、SCHG (7.2%). The largest single position, SPDW, represented 10.2% of total portfolio value.
In Q2 2025, Schneider Downs Wealth Management Advisors, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.