Institutions / Strategic Wealth Partners, Ltd.

Strategic Wealth Partners, Ltd.

CIK 1720777 · Institution · as of Jun 30, 2026

Portfolio value

$1.62B

Positions

1,436

As of

Jun 30, 2026

Portfolio trend

$1.62B+12.0%

1,436-1.1%

Company	Class	Value	Shares	% of portfolio
Swp Growth & Income ETFSWP	fund	$141.69M	5,084,437	8.8%
iShares Mbs ETFMBB	fund	$48.94M	517,750	3.0%
Microsoft CorpMSFT	common	$45.56M	122,138	2.8%
Apple Inc.AAPL	common	$44.70M	154,485	2.8%
Alphabet Inc.GOOG	common	$44.00M	123,109	2.7%
iShares Tr	fund	$41.47M	399,214	2.6%
State Street SPDR Portfolio Short Term Corporate Bond ETFSPSB	fund	$40.80M	1,359,676	2.5%
Broadcom Inc.AVGO	common	$34.68M	91,809	2.1%
iShares Tr	fund	$30.51M	259,736	1.9%
Invesco International Dividend Achievers ETFPID	fund	$25.60M	1,152,976	1.6%
Meta Platforms, Inc.FB	common	$25.57M	45,403	1.6%
International Business Machines CorpIBM	common	$23.46M	83,442	1.5%
iShares Tr	fund	$22.50M	206,245	1.4%
Nvidia CorpNVDA	common	$21.30M	106,468	1.3%
JPMorgan Chase & CoJPM	common	$20.84M	63,666	1.3%
Prologis, Inc.PLD	common	$20.20M	149,115	1.3%
Oracle CorpORCL	common	$19.92M	135,920	1.2%
iShares Tr	fund	$19.32M	175,051	1.2%
ELI LILLY & CoLLY	common	$18.46M	15,389	1.1%
Philip Morris International Inc.PM	common	$18.09M	99,998	1.1%
United Rentals, Inc.URI	common	$17.87M	15,770	1.1%
Astrazeneca PLCAZN	ordinary	$16.86M	88,890	1.0%
iShares Tr	fund	$16.67M	22,254	1.0%
RTX Corp.RTX	common	$16.61M	87,588	1.0%
PNC Financial Services Group, Inc.PNC	common	$16.32M	66,276	1.0%

InsidersInstitutions

This fund's quarter-over-quarter position changes — what it's buying and selling.

Date	Action	Company	Value	Shares Δ	Position after	Impact
Q4 2024 as of	New Other (per filing)	SWP Swp	$85.56M	+3.2M	3,228,844 5.30% of portfolio	high
Q4 2024 as of	Trim Other (per filing)	DGRO Dgro	$-48.67M	-760K -81.74%	169,702 0.67% of portfolio	medium
Q3 2023 as of	Exit Other (per filing)	14064D568	$-48.40M	-2.1M -100.00%	0	medium
Q4 2024 as of	Trim Other (per filing)	SPYG Spyg	$-38.08M