Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Strategic Wealth Partners, Ltd. (CIK 1720777) reported $1.44B across 1,431 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SWP ($128.2M, 8.88%), MBB ($46.1M, 3.20%), MSFT ($42.1M, 2.92%), EFA ($38.3M, 2.66%), SPSB ($38.2M, 2.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | $128.2M | 8.88% | 4.8M | Added |
| 2 | MBB | ISHARES MBS ETF | $46.1M | 3.20% | 485,919 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $42.1M | 2.92% | 113,597 | Added |
| 4 | EFA | ISHARES MSCI EAFE ETF | $38.3M | 2.66% | 394,363 | Added |
| 5 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $38.2M | 2.65% | 1.3M | Added |
| 6 | AAPL | APPLE INC COM | $37.8M | 2.62% | 148,882 | Added |
| 7 | GOOGL | ALPHABET INC CAP STK CL A | $37.7M | 2.61% | 130,992 | Added |
| 8 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $28.7M | 1.99% | 241,901 | Added |
| 9 | AVGO | BROADCOM INC COM | $27.1M | 1.88% | 87,526 | Added |
| 10 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $24.8M | 1.72% | 1.1M | Added |
| 11 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $21.1M | 1.47% | 193,980 | Added |
| 12 | NVDA | NVIDIA CORPORATION COM | $18.6M | 1.29% | 106,541 | Added |
| 13 | PLD | PROLOGIS INC. COM | $18.4M | 1.27% | 139,045 | Added |
| 14 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $18.0M | 1.25% | 162,783 | Added |
| 15 | META | META PLATFORMS INC CL A | $18.0M | 1.25% | 31,407 | Added |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS COM | $17.9M | 1.24% | 73,760 | Added |
| 17 | JPM | JPMORGAN CHASE & CO COM | $17.7M | 1.23% | 60,117 | Trimmed |
| 18 | ORCL | ORACLE CORP COM | $16.8M | 1.17% | 114,381 | Added |
| 19 | STM | STMICROELECTRONICS N V NY REGISTRY | $16.5M | 1.14% | 477,129 | Added |
| 20 | AZNCF | ASTRAZENECA PLC ORD | $16.3M | 1.13% | 82,660 | Trimmed |
| 21 | RTX | RTX CORPORATION COM | $16.3M | 1.13% | 84,632 | Added |
| 22 | PM | PHILIP MORRIS INTL INC COM | $15.4M | 1.07% | 93,038 | Added |
| 23 | BX | BLACKSTONE INC COM | $14.7M | 1.02% | 127,915 | Added |
| 24 | IVV | ISHARES CORE S&P 500 ETF | $14.1M | 0.98% | 21,642 | Added |
| 25 | TJX | TJX COS INC NEW COM | $13.9M | 0.97% | 87,250 | Added |
Source: SEC Form 13F filings · as of 2026-03-31