Strategic Wealth Partners, Ltd.
Strategic Wealth Partners, Ltd. reported 1,462 positions worth $1.62B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SWP (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SWP | SH | $141.7M | 8.77% | 5,084,437 | — | — | |
| ▸ 2 | MBB | SH | $48.9M | 3.03% | 517,750 | — | — | |
| ▸ 3 | MSFT | SH | $45.6M | 2.82% | 122,138 | — | — | |
| ▸ 4 | AAPL | SH | $44.7M | 2.77% | 154,485 | — | — | |
| ▸ 5 | GOOGL | SH | $44.0M | 2.72% | 123,109 | — | — | |
| ▸ 6 | EFA | SH | $41.5M | 2.57% | 399,214 | — | — | |
| ▸ 7 | SPSB | SH | $40.8M | 2.52% | 1,359,676 | — | — | |
| ▸ 8 | AVGO | SH | $34.7M | 2.15% | 91,809 | — | — | |
| ▸ 9 | IEI | SH | $30.5M | 1.89% | 259,736 | — | — | |
| ▸ 10 | PID | SH | $25.6M | 1.58% | 1,152,976 | — | — |
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Frequently Asked Questions
What stocks does Strategic Wealth Partners, Ltd. hold as of Q2 2026?
Strategic Wealth Partners, Ltd. reported 1462 positions worth $1.62B in its Q2 2026 13F filing. Largest positions: SWP (8.8%), MBB (3.0%), MSFT (2.8%), AAPL (2.8%) and GOOGL (2.7%).
What did Strategic Wealth Partners, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Strategic Wealth Partners, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.