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: 0001720777
Total reported value
$1.6B
$1.6B
1314 檔
16.1%
As reported in its official Q3 2025 Form 13F filing, Strategic Wealth Partners, Ltd.'s tracked investment portfolio stood at $1.6B with 1314 total positions.
In Q3 2025, Strategic Wealth Partners, Ltd. displayed an active expansion posture, initiating 98 new positions and adding to 55 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 7.17% | -0.11% | +3.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.10% | -9.86% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 2.97% | -0.17% | +5.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.15% | -7.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.61% | +0.11% | -7.06% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.42% | -0.12% | +1.90% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.42% | -0.09% | -0.05% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.23% | +0.27% | -10.81% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.81% | -0.10% | +3.35% | |
| 10 | PID | Invesco International Divide | ETF-Other | 1.52% | -0.14% | +0.03% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.44% | +0.06% | -31.45% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.03% | -15.52% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.36% | -0.08% | +2.94% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.30% | +0.21% | +58.13% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +0.06% | -15.95% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.11% | -0.05% | +1.55% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 1.07% | -0.05% | +3.94% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.04% | — | +6.67% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | +0.05% | +10.23% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.05% | +1.32% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.10% | -17.44% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.04% | -10.71% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.10% | +2.03% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 0.99% | +0.17% | +39.19% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.12% | +1.27% | |
| 26 | JEF | Jefferies Financial Group In | Stock-Financials | 0.96% | -0.06% | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.08% | +10.84% | |
| 28 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.90% | -0.01% | +4.86% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.90% | -0.10% | +14.92% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.89% | +0.18% | +3.16% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.89% | -0.05% | +0.98% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.85% | -0.06% | +8.50% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 0.84% | -0.02% | +4.13% | |
| 34 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.83% | +0.08% | +5.36% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.33% | -18.04% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.82% | -0.05% | -4.62% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.80% | +0.09% | +2.77% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.07% | +20.68% | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.78% | -0.10% | +2.90% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.78% | +0.04% | +2.80% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.77% | — | +26.72% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.46% | -21.98% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.73% | +0.07% | +202.37% | |
| 44 | CCJ | Cameco CORP | Stock-Energy | 0.72% | +0.16% | -24.43% | |
| 45 | BKR | Baker Hughes Co | Stock-Energy | 0.71% | -0.11% | -14.32% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.04% | +2.67% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.08% | -10.97% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | +0.08% | -32.91% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.01% | -9.60% | |
| 50 | FLS | Flowserve CORP | Stock-Industrials | 0.69% | -0.76% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +2.3% | -0.05% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.6% | -7.06% | Add |
| 3 | AVGO | Broadcom Inc | +1.5% | -10.81% | Add |
| 4 | MSFT | Microsoft CORP | +1.4% | -9.86% | Add |
| 5 | NVDA | Nvidia CORP | +1% | -15.52% | Add |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.9% | +1.55% | Add |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +0.8% | +6.67% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.8% | +1.32% | Add |
| 9 | EMR | Emerson Electric Co | +0.7% | +2.80% | Add |
| 10 | PM | Philip Morris International | +0.6% | +10.23% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | +0.6% | +20.68% | Add |
| 12 | CRM | Salesforce Inc | +0.6% | -21.98% | Add |
| 13 | RTX | Rtx CORP | +0.6% | +2.03% | Add |
| 14 | TJX | Tjx Companies Inc | +0.6% | -4.62% | Add |
| 15 | BKR | Baker Hughes Co | +0.6% | -14.32% | Add |
| 16 | ABBV | Abbvie Inc | +0.5% | +10.84% | Add |
| 17 | MBB | Ishares Mbs ETF | +0.5% | +5.12% | Add |
| 18 | PNC | Pnc Financial Services Group | +0.5% | +39.19% | Add |
| 19 | AAPL | Apple Inc | +0.5% | -7.83% | Add |
| 20 | PLD | Prologis Inc | +0.4% | +4.13% | Add |
| 21 | MDT | Medtronic plc | +0.4% | +14.92% | Add |
| 22 | NEE | Nextera Energy Inc | +0.4% | -10.97% | Add |
| 23 | LLY | Eli Lilly & Co | +0.3% | -18.04% | Add |
| 24 | UNP | Union Pacific CORP | +0.3% | -11.24% | Add |
| 25 | HD | Home Depot Inc | +0.2% | -9.60% | Add |
| 26 | BX | Blackstone Inc | +0.2% | +3.94% | Add |
| 27 | VMC | Vulcan Materials Co | +0.2% | -9.13% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.2% | -18.96% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.13% | Add |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -76.68% | Add |
| 31 | PYPL | Paypal Holdings Inc | +0.1% | -2.43% | Add |
| 32 | C | Citigroup Inc | +0.1% | +2.77% | Add |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +13.82% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | 0% | -2.70% | Add |
| 35 | NFLX | Netflix Inc | 0% | +14.93% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +53.83% | Add |
| 37 | SUB | Ishares Short-term National | 0% | -1.36% | Add |
| 38 | SPGI | S&p Global Inc | 0% | +17.03% | Add |
| 39 | AMGN | Amgen Inc | — | +0.91% | Add |
| 40 | JPM | Jpmorgan Chase & Co | 0% | -15.95% | Add |
| 41 | LNG | Cheniere Energy Inc | -0.1% | -29.53% | Add |
| 42 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +1.46% | Add |
| 43 | NOW | Servicenow Inc | -0.1% | +79.26% | Add |
| 44 | TSLA | Tesla Inc | -0.1% | -4.87% | Add |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | -6.79% | Add |
| 46 | SPSB | Ss Spdr P St C CORP ETF | -0.2% | +1.90% | Add |
| 47 | AMD | Advanced Micro Devices | -0.2% | +13.78% | Add |
| 48 | AXP | American Express Co | -0.3% | +202.37% | Add |
| 49 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +2.43% | Add |
| 50 | META | Meta Platforms Inc-class A | -0.3% | +3.21% | Add |
According to official SEC Form 13F filings, Strategic Wealth Partners, Ltd. reported a total U.S. public equity portfolio value of $1.6B across 1314 disclosed positions in Q3 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 SWP, MSFT, MBB) accounted for 16.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SWP
市值: $96.0M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $3.0M
During Q3 2025, Strategic Wealth Partners, Ltd.'s top holdings by market value included SWP (7.2%)、MSFT (3.7%)、MBB (3.0%). The largest single position, SWP, represented 7.2% of total portfolio value.
In Q3 2025, Strategic Wealth Partners, Ltd. made 200 total portfolio adjustments, initiating 98 new buys, adding to 55 positions, trimming 39 holdings, and fully liquidating 8 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.