Strategic Wealth Partners, Ltd. - Portfolio overview

Strategic Wealth Partners, Ltd. has 1555 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SWP - SWP GROWTH & INCOME ETF, 8.96%
2. MBB - ISHARES MBS ETF, 3.03%
3. MSFT - MICROSOFT CORP COM, 2.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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