Strategic Wealth Partners, Ltd.

Q4 2025 13F-HR Holdings

Location
Independence, OH
Holdings as of
12/31/2025
Date filed
5/12/2026
Form type
13F-HR
Num holdings
1,459
Total value ($000)
$1,459,614
Net value change ($000)
—
New positions
1458
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/12/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SWP 131,308 —
MBB 44,448 —
MSFT 43,368 —
GOOGL 40,152 —
AAPL 40,110 —
SPSB 36,734 —
EFA 36,354 —
AVGO 29,450 —
IEI 27,531 —
PID 23,382 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 160 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type