1y return+17.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $117 against $121 in the S&P 500.2
Strategic Wealth Partners, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SWPSwp Growth & Income Etf | $141.7M | 8.8% | +5.5% |
| MBBIshares Mbs Etf | $48.9M | 3.0% | +6.6% |
| MSFTMicrosoft Corp Com | $45.6M | 2.8% | +7.5% |
| AAPLApple Inc Com | $44.7M | 2.8% | +3.8% |
| GOOGLAlphabet Inc Cap Stk Cl A | $44.0M | 2.7% | −6.0% |
| EFAIshares Msci Eafe Etf | $41.5M | 2.6% | +1.2% |
| SPSBState Street Spdr Portfolio Short Term Corporate Bond Etf | $40.8M | 2.5% | +7.1% |
| AVGOBroadcom Inc Com | $34.7M | 2.1% | +4.9% |
| IEIIshares 3-7 Year Treasury Bond Etf | $30.5M | 1.9% | +7.4% |
| PIDInvesco International Dividend Achievers Etf | $25.6M | 1.6% | +3.4% |
| METAMeta Platforms Inc Cl A | $25.6M | 1.6% | +44.6% |
| IBMInternational Business Machs Com | $23.5M | 1.5% | +13.1% |
| LQDIshares Iboxx $ Investment Grade Corporate Bond Etf | $22.5M | 1.4% | +6.3% |
| NVDANvidia Corporation Com | $21.3M | 1.3% | |
| JPMJpmorgan Chase & Co Com | $20.8M | 1.3% | +5.9% |
| PLDPrologis Inc. Com | $20.2M | 1.3% | +7.2% |
| ORCLOracle Corp Com | $19.9M | 1.2% | +18.8% |
| SHVIshares Trust Ishares 0-1 Year Treasury Bond Etf | $19.3M | 1.2% | +7.5% |
| LLYEli Lilly & Co Com | $18.5M | 1.1% | +20.9% |
| PMPhilip Morris Intl Inc Com | $18.1M | 1.1% | +7.5% |
| URIUnited Rentals Inc Com | $17.9M | 1.1% | +11.6% |
| Astrazeneca PLC OrdCUSIP G0593M107 | $16.9M | 1.0% | +7.5% |
| IVVIshares Core S&p 500 Etf | $16.7M | 1.0% | +2.8% |
| RTXRtx Corporation Com | $16.6M | 1.0% | +3.5% |
| PNCPnc Finl Svcs Group Inc Com | $16.3M | 1.0% | +14.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Semiconductor Etf | June 30, 2025 | +135.2% | $15.8M |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | June 30, 2025 | +110.9% | $15.4M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2025 | +102.8% | $44.0M |
| CCitigroup Inc Com New | June 30, 2025 | +64.4% | $15.4M |
| LLYEli Lilly & Co Com | June 30, 2025 | +53.9% | $18.5M |
| URIUnited Rentals Inc Com | June 30, 2025 | +50.4% | $17.9M |
| FCXFreeport Mcmoran Inc Cl B | June 30, 2025 | +45.1% | $14.5M |
| GSGoldman Sachs Group Inc Com | June 30, 2025 | +42.9% | $14.7M |
| AAPLApple Inc Com | June 30, 2025 | +41.0% | $44.7M |
| IWMIshares Russell 2000 Etf | June 30, 2025 | +39.2% | $15.0M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $8.7M
- Honeywell Intl Inc ComCUSIP 438516106 was $1.0M
- Dupont De Nemours Inc ComCUSIP 26614N102 was $140K
- NREFNexpoint Real Estate Fin Inc Com was $83K
- STLDSteel Dynamics Inc Com was $60K
- FSSLFs Specialty Lending Fd Com Sh Ben Int was $55K
- SIHYHarbor Ares Systematic High Yield Etf was $43K
- Credo Technology Group Holding Ordinary SharesCUSIP G25457105 was $29K
- SDYState Street Spdr S&p Dividend Etf was $29K
- CIONCion Invt Corp Com was $21K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −12.1% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Strategic Wealth Partners, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1720777&type=13F-HR&dateb=&owner=include&count=40CIK 1720777
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1720777/000172077726000003/Filed August 12, 2026 · accession 0001720777-26-000003