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CIK: 0001720777
Total reported value
$1.6B
$1.6B
1458 檔
18.5%
At the close of Q4 2025, Strategic Wealth Partners, Ltd. disclosed equity holdings valued at approximately $1.6B, spread across 1458 reported holdings.
Strategic Wealth Partners, Ltd. executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 3 holdings and trimming 96 positions.
Showing top 200 holdings (of 1458 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 9.00% | -0.11% | +36.24% | |
| 2 | MBB | Ishares Mbs ETF | ETF-Other | 3.05% | -0.17% | +11.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.10% | -6.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.75% | +0.11% | -10.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.15% | -3.90% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.52% | -0.12% | +13.67% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.49% | -0.09% | +9.19% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.27% | -6.12% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.89% | -0.10% | +13.76% | |
| 10 | PID | Invesco International Divide | ETF-Other | 1.60% | -0.14% | +10.83% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.50% | +0.06% | +64.07% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.45% | +0.21% | +15.74% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.40% | -0.08% | +14.02% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.06% | +18.67% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | +0.33% | +231.53% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.03% | +2.64% | |
| 17 | JEF | Jefferies Financial Group In | Stock-Financials | 1.19% | -0.06% | +42.48% | |
| 18 | PLD | Prologis Inc | Stock-Real Estate | 1.18% | -0.02% | +38.23% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.16% | -0.05% | +14.32% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.10% | +4.92% | |
| 21 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.04% | -0.09% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.10% | +0.18% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.04% | +3.19% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | +0.05% | +3.95% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.05% | +1.02% | |
| 26 | FLS | Flowserve CORP | Stock-Industrials | 0.95% | -0.76% | +15.40% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.91% | -0.10% | +10.17% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.33% | -14.31% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.08% | +10.14% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +0.12% | -0.72% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.90% | -0.05% | +1.98% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.89% | -0.05% | +11.77% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.88% | +0.17% | -6.72% | |
| 34 | COR | Cencora Inc | Stock-Healthcare | 0.88% | -0.10% | +13.09% | |
| 35 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.85% | -0.01% | +4.98% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.83% | +0.09% | -1.40% | |
| 37 | CCJ | Cameco CORP | Stock-Energy | 0.82% | +0.16% | +13.01% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.81% | +0.07% | +10.12% | |
| 39 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.81% | -0.88% | +90.55% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.81% | +0.04% | +12.54% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.81% | -0.06% | +13.25% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | +0.08% | +6.15% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.08% | +8.96% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.75% | +0.07% | +0.73% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.69% | +0.08% | +13.89% | |
| 46 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.69% | — | -2.61% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.69% | -0.05% | -16.59% | |
| 48 | BKR | Baker Hughes Co | Stock-Energy | 0.68% | -0.11% | +11.24% | |
| 49 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.64% | -0.02% | +11.60% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.06% | +15.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | +1.8% | +36.24% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +231.53% | Add |
| 3 | ITB | Ishares U.s. Home Constructi | +0.6% | +18111.76% | Add |
| 4 | DRI | Darden Restaurants Inc | +0.5% | +53765.38% | Add |
| 5 | SIMO | Silicon Motion Technol-adr | +0.5% | +5450.62% | Add |
| 6 | UPS | United Parcel Service-cl B | +0.5% | +6716.62% | Add |
| 7 | URA | Global X Uranium ETF | +0.5% | +12437.60% | Add |
| 8 | URI | United Rentals Inc | +0.4% | +8663.44% | Add |
| 9 | NKE | Nike Inc -cl B | +0.4% | +1829.92% | Add |
| 10 | KTB | Kontoor Brands Inc | +0.4% | +1476833.33% | Add |
| 11 | PLD | Prologis Inc | +0.3% | +38.23% | Add |
| 12 | TOL | Toll Brothers Inc | +0.3% | +90.55% | Add |
| 13 | FLS | Flowserve CORP | +0.3% | +15.40% | Add |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +97.98% | Add |
| 15 | JEF | Jefferies Financial Group In | +0.2% | +42.48% | Add |
| 16 | QXO | Qxo Inc | +0.2% | +1188.62% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +102.22% | Add |
| 18 | ENB | Enbridge Inc | +0.2% | +67.03% | Add |
| 19 | PWR | Quanta Services Inc | +0.2% | +1513.41% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +15.74% | Add |
| 21 | CNQ | Canadian Natural Resources | +0.2% | +48.79% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.70% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +18.67% | Add |
| 24 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +13.89% | Add |
| 25 | TM | Toyota Motor CORP -spon Adr | +0.1% | +28.12% | Add |
| 26 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +276.38% | Add |
| 27 | WMT | Walmart Inc | +0.1% | +114.19% | Add |
| 28 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +13.67% | Add |
| 29 | COR | Cencora Inc | +0.1% | +13.09% | Add |
| 30 | CCJ | Cameco CORP | +0.1% | +13.01% | Add |
| 31 | OWL | Blue Owl Capital Inc | +0.1% | +60.19% | Add |
| 32 | LLY | Eli Lilly & Co | +0.1% | -14.31% | Trim |
| 33 | FCX | Freeport-mcmoran Inc | +0.1% | -2.61% | Trim |
| 34 | MBB | Ishares Mbs ETF | +0.1% | +11.75% | Add |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +13.76% | Add |
| 36 | PID | Invesco International Divide | +0.1% | +10.83% | Add |
| 37 | XLK | Ss Technology Select Sector | +0.1% | +334.87% | Add |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.19% | Add |
| 39 | TJX | Tjx Companies Inc | +0.1% | +11.77% | Add |
| 40 | OBDC | Blue Owl Capital CORP | +0.1% | +103.44% | Add |
| 41 | ORCL | Oracle CORP | +0.1% | +64.07% | Add |
| 42 | RTX | Rtx CORP | +0.1% | +4.92% | Add |
| 43 | BUG | Global X Cybersecurity ETF | +0.1% | +39.10% | Add |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | +1.01% | Add |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +14.32% | Add |
| 46 | GS | Goldman Sachs Group Inc | +0.1% | +6.15% | Add |
| 47 | NEE | Nextera Energy Inc | +0.1% | +8.96% | Add |
| 48 | ✓ | Establishment Labs Holdings In | +0.1% | -23.41% | Trim |
| 49 | VUG | Vanguard Growth ETF | +0.1% | +66.15% | Add |
| 50 | XLC | Ss Comm Select Sector Spdr | +0.1% | +1277.63% | 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 1458 disclosed positions in Q4 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, MBB, MSFT) accounted for 18.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
AZN
市值: $15.1M
Top Position Liquidated / Trimmed
AZNN
前期市值: $13.9M
During Q4 2025, Strategic Wealth Partners, Ltd.'s top holdings by market value included SWP (9.0%)、MBB (3.0%)、MSFT (3.0%). The largest single position, SWP, represented 9.0% of total portfolio value.
In Q4 2025, Strategic Wealth Partners, Ltd. made 199 total portfolio adjustments, initiating 9 new buys, adding to 91 positions, trimming 96 holdings, and fully liquidating 3 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.
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