Schneider Downs Wealth Management Advisors, LP holds a focused book of 156 stocks worth $906.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Slide Insurance Holdings Inc and trimmed Janus Henderson Short Durati. Their largest long position is Federated Hermes Inc at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1665359/holdings"
Use Arkolith to show Schneider Downs Wealth Management Advisors, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Federated Hermes Inc CL B | $154.7M | 2.73M | 17.1% | ▲+2.4% Added · +65K sh | |
| 2 | SPDR Index SHS FDS STATE STREET SPD | $82.4M | 1.80M | 9.1% | ▲+1.7% Added · +31K sh | |
| 3 | Vanguard Index FDS MID CAP ETF | $70.7M | 246.0K | 7.8% | ▲+1.4% Added · +3K sh | |
| 4 | New York Life Invts Active E NYLI MACKAY MUN | $62.2M | 2.58M | 6.9% | ▲+6.3% Added · +153K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $47.8M | 1.64M | 5.3% | ▲+1.9% Added · +31K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $44.8M | 641.6K | 4.9% | ▲+3.5% Added · +22K sh | |
| 7 | Ishares TR NATIONAL MUN ETF | $38.3M | 360.5K | 4.2% | ▲+5.8% Added · +20K sh | |
| 8 | Schwab Strategic TR US LRG CAP ETF | $36.6M | 1.43M | 4.0% | ▲+0.5% Added · +7K sh | |
| 9 | Janus Detroit STR TR HENDRSN SHRT ETF | $31.4M | 643.3K | 3.5% | ▼−9.2% Reduced · −65K sh | |
| 10 | Ishares TR S&P SML 600 GWT | $23.7M | 164.0K | 2.6% | ▲+2.8% Added · +5K sh | |
| 11 | J P Morgan Exchange Traded F INCOME ETF | $21.8M | 473.0K | 2.4% | ▲+15% Added · +61K sh | |
| 12 | Ishares TR RUS 1000 GRW ETF | $17.7M | 41.4K | 1.9% | ▲+0.5% Added · +225 sh | |
| 13 | Fidelity Merrimack STR TR TOTAL BD ETF | $16.3M | 356.9K | 1.8% | ▲+9.4% Added · +31K sh | |
| 14 | Schwab Strategic TR US MID-CAP ETF | $14.3M | 460.3K | 1.6% | ▲+2.6% Added · +12K sh | |
| 15 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $14.0M | 218.6K | 1.5% | ▼−0.4% Reduced · −807 sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $13.6M | 22.8K | 1.5% | ▲+0.6% Added · +141 sh | |
| 17 | Federated Hermes ETF Trust HERMES TOTAL RET | $13.1M | 519.7K | 1.4% | ▲+14% Added · +65K sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $12.6M | 101.3K | 1.4% | ▼−0.9% Reduced · −960 sh | |
| 19 | Vanguard Index FDS SML CP GRW ETF | $10.3M | 34.0K | 1.1% | ▲+1.7% Added · +579 sh | |
| 20 | Schwab Strategic TR US LCAP VA ETF | $8.9M | 290.9K | 1.0% | ▼−0.5% Reduced · −1K sh | |
| 21 | Apple Inc COM | $8.6M | 33.7K | 0.9% | ▼−0.6% Reduced · −217 sh | |
| 22 | Ishares TR RUS MID CAP ETF | $7.5M | 77.6K | 0.8% | ▼−1.4% Reduced · −1K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $7.4M | 11.3K | 0.8% | ▲+0.8% Added · +93 sh | |
| 24 | Vanguard Mun BD FDS TAX EXEMPT BD | $7.3M | 147.3K | 0.8% | ▼−1.9% Reduced · −3K sh | |
| 25 | Ishares TR MSCI EAFE ETF | $5.9M | 61.0K | 0.7% | ▼−0.3% Reduced · −160 sh | |
| 26 | John Hancock Exchange Traded MLTFCTR LRG CAP | $5.2M | 65.9K | 0.6% | ▼−0.1% Reduced · −90 sh | |
| 27 | RBB Fund Trust FIRST EAGLE GBL | $5.1M | 107.6K | 0.6% | ▲+18% Added · +16K sh | |
| 28 | Microsoft Corp COM | $4.7M | 12.7K | 0.5% | ▼−4.5% Reduced · −607 sh | |
| 29 | Ishares TR CORE S&P500 ETF | $3.9M | 5.9K | 0.4% | ▲+0.9% Added · +56 sh | |
| 30 | Ishares TR CORE MSCI EAFE | $3.2M | 34.9K | 0.3% | —Held | |
| 31 | Raymond James Finl Inc COM | $3.1M | 21.5K | 0.3% | ▼−0.2% Reduced · −42 sh | |
| 32 | Schwab Strategic TR INTL EQTY ETF | $3.0M | 120.1K | 0.3% | ▼−0.4% Reduced · −528 sh | |
| 33 | SPDR Gold TR GOLD SHS | $2.9M | 6.8K | 0.3% | ▲+3.5% Added · +231 sh | |
| 34 | Ishares TR S&P 500 GRWT ETF | $2.9M | 25.6K | 0.3% | —Held | |
| 35 | Vanguard Index FDS SM CP VAL ETF | $2.9M | 13.2K | 0.3% | ▲+2.2% Added · +291 sh | |
| 36 | Vanguard Scottsdale FDS VNG RUS1000GRW | $2.9M | 26.1K | 0.3% | —Held | |
| 37 | Alphabet Inc CAP STK CL A | $2.7M | 9.3K | 0.3% | ▲+0.1% Added · +5 sh | |
| 38 | New York Life Invts Active E NYLI MACKAY MUNI | $2.7M | 112.9K | 0.3% | ▲+1.8% Added · +2K sh | |
| 39 | Ishares TR ESG MSCI KLD 400 | $2.6M | 21.9K | 0.3% | —Held | |
| 40 | SPDR Series Trust STATE STREET SPD | $2.6M | 34.6K | 0.3% | ▼−0.7% Reduced · −248 sh | |
| 41 | JPMorgan Chase & Co COM | $2.6M | 8.9K | 0.3% | ▼−1.3% Reduced · −115 sh | |
| 42 | PNC Finl Svcs Group Inc COM | $2.5M | 11.8K | 0.3% | ▼~0% Reduced · −2 sh | |
| 43 | Alphabet Inc CAP STK CL C | $2.4M | 8.4K | 0.3% | ▲+0.8% Added · +65 sh | |
| 44 | Ishares TR S&P 500 VAL ETF | $2.3M | 10.9K | 0.3% | —Held | |
| 45 | Dimensional ETF Trust US CORE EQUITY 2 | $2.2M | 57.8K | 0.2% | —Held | |
| 46 | Schwab Strategic TR EMRG MKTEQ ETF | $2.2M | 66.6K | 0.2% | ▲+8.3% Added · +5K sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 6.8K | 0.2% | ▲+2.0% Added · +137 sh | |
| 48 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.2% | —Held | |
| 49 | Vanguard Index FDS SMALL CP ETF | $2.1M | 8.1K | 0.2% | ▼−0.8% Reduced · −62 sh | |
| 50 | Amazon Com Inc COM | $2.1M | 9.9K | 0.2% | ▲+1.2% Added · +120 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.