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

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%
$0
$39.7 Million 3.34% of portfolio
417,724
Q3 2025 Added 5.12%
$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%
$0
$32.4 Million 2.73% of portfolio
1,070,072
Q3 2025 Added 1.9%
$0
$32.4 Million 2.72% of portfolio
346,707
Q3 2025 Reduced 0.05%
$139B
$29.9 Million 2.52% of portfolio
90,637
Q3 2025 Reduced 10.81%
$0
$24.2 Million 2.04% of portfolio
202,777
Q3 2025 Added 3.35%
$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%
$0
$18.2 Million 1.53% of portfolio
163,091
Q3 2025 Added 2.94%
$266B
$17.4 Million 1.47% of portfolio
61,755
Q3 2025 Added 58.13%
$0
$17.1 Million 1.44% of portfolio
958,941
Q3 2025 Added 0.03%
$881B
$16.5 Million 1.39% of portfolio
52,246
Q3 2025 Reduced 15.95%
$0
$14.9 Million 1.25% of portfolio
134,818
Q3 2025 Added 1.55%
$98.1B
$14.3 Million 1.2% of portfolio
83,552
Q3 2025 Added 3.94%
$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%
$0
$13.5 Million 1.14% of portfolio
20,291
Q3 2025 Reduced 10.71%
$0
$13.6 Million 1.14% of portfolio
20,266
Q3 2025 Added 1.32%
$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%
$0
$13 Million 1.1% of portfolio
21,686
Q3 2025 Added 1.27%
$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%
$128B
$12 Million 1.01% of portfolio
126,071
Q3 2025 Added 14.92%
$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%
$0
$11.9 Million 1.0% of portfolio
174,276
Q3 2025 Added 0.98%
$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%
$0
$10.6 Million 0.89% of portfolio
43,872
Q3 2025 Added 20.68%
$75.4B
$10.4 Million 0.88% of portfolio
79,339
Q3 2025 Added 2.8%
$0
$10.3 Million 0.87% of portfolio
162,841
Q3 2025 Added 26.72%
$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%
$0
$8.61 Million 0.72% of portfolio
26,373
Q3 2025 Added 2.38%
$136B
$8.56 Million 0.72% of portfolio
23,145
Q3 2025 Reduced 4.69%

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
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