Strategic Wealth Partners, Ltd. Portfolio Holdings

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

Strategic Wealth Partners, Ltd. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 1316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49.8M, Ishares Tr with a value of $39.7M, Apple Inc. with a value of $39.1M, Alphabet Inc. with a value of $34.9M, and Spdr Portfolio Short Term Corp with a value of $32.4M.

Examining the 13F form we can see an increase of $50.9M in the current position value, from $1.14B to 1.19B.

Strategic Wealth Partners, Ltd. is based out at Independence, OH

Below you can find more details about Strategic Wealth Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.19 Billion
ETFs: $425 Million
Technology: $216 Million
Financial Services: $131 Million
Industrials: $82.1 Million
Healthcare: $81.6 Million
Consumer Cyclical: $69.6 Million
Communication Services: $58.1 Million
Energy: $37.4 Million
Other: $87.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$49.8 Million 4.19% of portfolio
96,095
Q3 2025 Reduced 9.86%
$4.3T
$39.1 Million 3.29% of portfolio
153,531
Q3 2025 Reduced 7.83%
$1.65T
$34.9 Million 2.94% of portfolio
143,653
Q3 2025 Reduced 7.06%
$139B
$29.9 Million 2.52% of portfolio
90,637
Q3 2025 Reduced 10.81%
$593B
$19.3 Million 1.62% of portfolio
68,514
Q3 2025 Reduced 31.45%
$465B
$18.3 Million 1.54% of portfolio
97,839
Q3 2025 Reduced 15.52%
$266B
$17.4 Million 1.47% of portfolio
61,755
Q3 2025 Added 58.13%
$881B
$16.5 Million 1.39% of portfolio
52,246
Q3 2025 Reduced 15.95%
$98.1B
$14.3 Million 1.2% of portfolio
83,552
Q3 2025 Added 3.94%
$277B
$13.9 Million 1.17% of portfolio
181,216
Q3 2025 Added 6.67%
$237B
$13.7 Million 1.15% of portfolio
84,438
Q3 2025 Added 10.23%
$2.39T
$13.6 Million 1.14% of portfolio
61,770
Q3 2025 Reduced 17.44%
$258B
$13.4 Million 1.13% of portfolio
80,050
Q3 2025 Added 2.03%
$74.3B
$13.3 Million 1.12% of portfolio
66,316
Q3 2025 Added 39.19%
$12B
$12.8 Million 1.08% of portfolio
196,390
Q3 2025 New
$414B
$12.2 Million 1.03% of portfolio
52,838
Q3 2025 Added 10.84%
$45.5B
$12 Million 1.01% of portfolio
69,177
Q3 2025 Added 3.16%
$9.6B
$12 Million 1.01% of portfolio
46,129
Q3 2025 Added 4.86%
$114B
$11.2 Million 0.94% of portfolio
97,980
Q3 2025 Added 4.13%
$12B
$11.2 Million 0.94% of portfolio
50,192
Q3 2025 Added 5.36%
$971B
$11 Million 0.93% of portfolio
14,440
Q3 2025 Reduced 18.04%
$170B
$11 Million 0.92% of portfolio
75,928
Q3 2025 Reduced 4.62%
$190B
$10.7 Million 0.9% of portfolio
104,935
Q3 2025 Added 2.77%
$75.4B
$10.4 Million 0.88% of portfolio
79,339
Q3 2025 Added 2.8%
$237B
$9.99 Million 0.84% of portfolio
42,134
Q3 2025 Reduced 21.98%
$255B
$9.71 Million 0.82% of portfolio
29,239
Q3 2025 Added 202.37%
$36.7B
$9.68 Million 0.81% of portfolio
115,484
Q3 2025 Reduced 24.43%
$48.8B
$9.56 Million 0.8% of portfolio
196,189
Q3 2025 Reduced 14.32%
$140B
$9.48 Million 0.8% of portfolio
25,318
Q3 2025 Added 2.67%
$265B
$9.36 Million 0.79% of portfolio
11,754
Q3 2025 Reduced 32.91%
$168B
$9.42 Million 0.79% of portfolio
124,845
Q3 2025 Reduced 10.97%
$367B
$9.27 Million 0.78% of portfolio
22,883
Q3 2025 Reduced 9.6%
$8.78B
$9.18 Million 0.77% of portfolio
172,734
Q3 2025 New
$96.4B
$8.85 Million 0.74% of portfolio
71,535
Q3 2025 Added 5.63%
$136B
$8.56 Million 0.72% of portfolio
23,145
Q3 2025 Reduced 4.69%
$57.4B
$8.04 Million 0.68% of portfolio
204,932
Q3 2025 Added 68.97%
$136B
$7.84 Million 0.66% of portfolio
33,150
Q3 2025 Reduced 11.24%
$37.3B
$7.49 Million 0.63% of portfolio
24,337
Q3 2025 Reduced 9.13%
$1.46T
$7.35 Million 0.62% of portfolio
26,305
Q3 2025 Reduced 3.13%
$9.13B
$7.21 Million 0.61% of portfolio
204,077
Q3 2025 Added 5.44%
$1.37T
$6.69 Million 0.56% of portfolio
9,111
Q3 2025 Added 3.21%
$14.8B
$6.37 Million 0.54% of portfolio
46,093
Q3 2025 New
$38.4B
$6.22 Million 0.52% of portfolio
33,573
Q3 2025 Added 2.9%
$272B
$5.75 Million 0.48% of portfolio
30,095
Q3 2025 Added 15,023.12%
$181B
$5.61 Million 0.47% of portfolio
57,240
Q3 2025 Reduced 17.84%
$96.7B
$4.81 Million 0.4% of portfolio
95,254
Q3 2025 Added 2,253.11%
$38.8B
$4.49 Million 0.38% of portfolio
140,639
Q3 2025 New
$6.09B
$4.35 Million 0.37% of portfolio
257,110
Q3 2025 Added 1.4%
$1.74T
$4.42 Million 0.37% of portfolio
18,149
Q3 2025 Reduced 18.96%

Summary

  • Portfolio
  • No. of Stocks 1,316
  • Current Value $1.19 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 250 stocks
  • Additional Purchases 266 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 300 stocks
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email