Strategic Wealth Partners, Ltd.
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,615,831
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 1,462 | 1,615,831 | 13F-HR | Strategic Wealth Partners, Ltd. |
| Q1 2026 | 5/12/2026 | 1,479 | 1,442,520 | 13F-HR | Strategic Wealth Partners, Ltd. |
| Q4 2025 | 5/12/2026 | 1,459 | 1,459,614 | 13F-HR | Strategic Wealth Partners, Ltd. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
276
(0.0% of total reported value)
· QoQ Δ:
-17
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 969.3 K | 60.0% | 112.2 K | 0 | 112.2 K |
| ETFs | 646.3 K | 40.0% | 61.16 K | 0 | 61.16 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
1,615,831
Holdings
1462
QoQ value change ($000)
173,311
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.