Strategic Wealth Partners, Ltd.: 13F holdings
CIK 17207772026Q2
| Positions | 1,460 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SWP GROWTH & INCOME ETF | 5,084,437 | $141.7m | 8.8% |
| MBB ISHARES MBS ETF | 517,750 | $48.9m | 3.0% |
| MSFT MICROSOFT CORP COM | 122,138 | $45.6m | 2.8% |
| AAPL APPLE INC COM | 154,485 | $44.7m | 2.8% |
| GOOGL ALPHABET INC CAP STK CL A | 123,109 | $44.0m | 2.7% |
| EFA ISHARES MSCI EAFE ETF | 399,214 | $41.5m | 2.6% |
| SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1,359,676 | $40.8m | 2.5% |
| AVGO BROADCOM INC COM | 91,809 | $34.7m | 2.1% |
| IEI ISHARES 3-7 YEAR TREASURY BOND ETF | 259,736 | $30.5m | 1.9% |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1,152,976 | $25.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1720777")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.