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CIK: 0001720777
Total reported value
$1.6B
$1.6B
1478 檔
18.1%
During the Q1 2026 filing period, Strategic Wealth Partners, Ltd. (CIK: 0001720777) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 1478 reported positions.
Strategic Wealth Partners, Ltd. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 5 holdings and trimming 83 positions.
Showing top 200 holdings (of 1478 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 8.88% | -0.11% | +1.93% | |
| 2 | MBB | Ishares Mbs ETF | ETF-Other | 3.20% | -0.17% | +4.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.10% | +26.68% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.66% | -0.09% | +4.17% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.65% | -0.12% | +4.33% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.15% | +0.91% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.61% | +0.11% | +2.11% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.99% | -0.10% | +4.87% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | +0.27% | +2.86% | |
| 10 | PID | Invesco International Divide | ETF-Other | 1.72% | -0.14% | +4.93% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.47% | -0.08% | +4.31% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.03% | +6.09% | |
| 13 | PLD | Prologis Inc | Stock-Real Estate | 1.27% | -0.02% | +2.66% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.25% | -0.05% | +5.62% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | +0.33% | +3.98% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | +0.21% | +3.20% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +0.06% | -3.04% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.17% | +0.06% | +1.75% | |
| 19 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 1.14% | -0.98% | +73.13% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.13% | -0.10% | +0.77% | |
| 21 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.13% | -0.09% | -49.80% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | +0.05% | +6.00% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.02% | -0.05% | +50.13% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.05% | +5.71% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.97% | -0.05% | +2.81% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.04% | -0.15% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.94% | -0.08% | +7.02% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.08% | +3.83% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.90% | +0.07% | +46.37% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.10% | +1.09% | |
| 31 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.90% | — | +10.82% | |
| 32 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.89% | -0.88% | +7.09% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.87% | +0.04% | +6.71% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | +0.07% | +3.85% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.86% | +0.09% | +5.53% | |
| 36 | COR | Cencora Inc | Stock-Healthcare | 0.86% | -0.10% | +3.74% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.84% | +0.17% | -6.06% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | +0.08% | +13.29% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.33% | +2.83% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | -0.10% | -2.91% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.12% | -6.90% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.79% | +0.08% | +7.69% | |
| 43 | FLS | Flowserve CORP | Stock-Industrials | 0.78% | -0.76% | -23.27% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.77% | -0.06% | +4.61% | |
| 45 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.77% | -0.75% | +39.16% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.75% | -0.73% | +48.59% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.74% | -0.05% | +3.95% | |
| 48 | BKR | Baker Hughes Co | Stock-Energy | 0.73% | -0.11% | -20.62% | |
| 49 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.72% | -0.02% | +6.18% | |
| 50 | URI | United Rentals Inc | Stock-Industrials | 0.71% | +0.40% | +73.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STM | Stmicroelectronics Nv-ny Shs | +0.7% | +73.13% | Add |
| 2 | RSPN | Invesco S&p 500 Equal Weight | +0.6% | +10783.74% | Add |
| 3 | KRE | Ss Spdr S&p Regional Bank | +0.6% | +2736.36% | Add |
| 4 | BDX | Becton Dickinson And Co | +0.5% | +180126.09% | Add |
| 5 | DAL | Delta Air Lines Inc | +0.4% | +110680.49% | Add |
| 6 | BKNG | Booking Holdings Inc | +0.4% | +4614.81% | Add |
| 7 | URI | United Rentals Inc | +0.3% | +73.44% | Add |
| 8 | UPS | United Parcel Service-cl B | +0.3% | +48.59% | Add |
| 9 | CRM | Salesforce Inc | +0.2% | +176.56% | Add |
| 10 | FCX | Freeport-mcmoran Inc | +0.2% | +10.82% | Add |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | +21.90% | Add |
| 12 | TM | Toyota Motor CORP -spon Adr | +0.2% | +39.16% | Add |
| 13 | NEE | Nextera Energy Inc | +0.2% | +7.02% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -1.53% | Trim |
| 15 | EFA | Ishares Msci Eafe ETF | +0.2% | +4.17% | Add |
| 16 | SIMO | Silicon Motion Technol-adr | +0.2% | +6.48% | Add |
| 17 | AXP | American Express Co | +0.2% | +46.37% | Add |
| 18 | MBB | Ishares Mbs ETF | +0.2% | +4.10% | Add |
| 19 | EMLP | First Trust North American E | +0.1% | +6.87% | Add |
| 20 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +4.33% | Add |
| 21 | BX | Blackstone Inc | +0.1% | +50.13% | Add |
| 22 | PID | Invesco International Divide | +0.1% | +4.93% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.31% | Add |
| 24 | PM | Philip Morris International | +0.1% | +6.00% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +124.91% | Add |
| 26 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +7.69% | Add |
| 27 | ENB | Enbridge Inc | +0.1% | +3.39% | Add |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +4.87% | Add |
| 29 | ETN | Eaton Corporation plc | +0.1% | +151.05% | Add |
| 30 | PWR | Quanta Services Inc | +0.1% | +17.56% | Add |
| 31 | AGG | Ishares Core U.s. Aggregate | +0.1% | +100.06% | Add |
| 32 | AZN | AstraZeneca PLC | +0.1% | -49.80% | Trim |
| 33 | PLD | Prologis Inc | +0.1% | +2.66% | Add |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +5.62% | Add |
| 35 | ABNB | Airbnb Inc-class A | +0.1% | +86.89% | Add |
| 36 | DRI | Darden Restaurants Inc | +0.1% | +6.79% | Add |
| 37 | SMH | Vaneck Semiconductor ETF | +0.1% | +5.78% | Add |
| 38 | EWJ | Ishares Msci Japan ETF | +0.1% | +6.18% | Add |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | +13.29% | Add |
| 40 | TOL | Toll Brothers Inc | +0.1% | +7.09% | Add |
| 41 | TJX | Tjx Companies Inc | +0.1% | +2.81% | Add |
| 42 | RTX | Rtx CORP | +0.1% | +0.77% | Add |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +4.31% | Add |
| 44 | LNG | Cheniere Energy Inc | +0.1% | +17.96% | Add |
| 45 | DDOG | Datadog Inc - Class A | +0.1% | +8213.98% | Add |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +31.03% | Add |
| 47 | TPB | Turning Point Brands Inc | +0.1% | +11508.24% | Add |
| 48 | UNP | Union Pacific CORP | +0.1% | +3.62% | Add |
| 49 | EMR | Emerson Electric Co | +0.1% | +6.71% | Add |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +259.57% | 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 1478 disclosed positions in Q1 2026.
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 18.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
RRR
市值: $789.9K
Top Position Liquidated / Trimmed
RACE
前期市值: $1.1M
During Q1 2026, Strategic Wealth Partners, Ltd.'s top holdings by market value included SWP (8.9%)、MBB (3.2%)、MSFT (2.9%). The largest single position, SWP, represented 8.9% of total portfolio value.
In Q1 2026, Strategic Wealth Partners, Ltd. made 197 total portfolio adjustments, initiating 2 new buys, adding to 107 positions, trimming 83 holdings, and fully liquidating 5 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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