Schneider Downs Wealth Management Advisors, LP holds a focused book of 177 stocks worth $1.1B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Schwab US Mid Cap ETF. Their largest long position is Federated Hermes Inc at 18% of the equity book.
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.
27% 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
Other tracked managers holding the same core names as Schneider Downs Wealth Management Advisors, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $165.2B |
| LPL Financial LLC | 80 / 80 | $108.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.0B |
| MORGAN STANLEY | 79 / 80 | $576.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $452.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $115.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $82.9B |
| Cetera Investment Advisers | 79 / 80 | $28.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Schneider Downs Wealth Management Advisors, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $196.1M | 3.55M | 18.4% | ▲+30% Added · +824K sh | |
| 2 | SPDR Index SHS FDS ST STR PO EX ETF | $91.8M | 1.82M | 8.6% | ▲+1.0% Added · +18K sh | |
| 3 | Vanguard Index FDS MID CAP ETF | $80.9M | 1.00M | 7.6% | ▲+308% Added · +758K sh | |
| 4 | New York Life Invts Active E MACKAY MUN INTER | $64.8M | 2.66M | 6.1% | ▲+3.1% Added · +80K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $56.9M | 1.68M | 5.3% | ▲+2.4% Added · +39K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $54.1M | 652.7K | 5.1% | ▲+1.7% Added · +11K sh | |
| 7 | Schwab Strategic TR US LRG CAP ETF | $42.2M | 1.43M | 4.0% | ▲+0.5% Added · +7K sh | |
| 8 | Ishares TR NATIONAL MUN ETF | $41.2M | 382.5K | 3.9% | ▲+6.1% Added · +22K sh | |
| 9 | Janus Detroit STR TR HENDRSN SHRT ETF | $32.7M | 669.2K | 3.1% | ▲+4.0% Added · +26K sh | |
| 10 | Ishares TR S&P SML 600 GWT | $30.3M | 169.5K | 2.8% | ▲+3.3% Added · +5K sh | |
| 11 | J P Morgan Exchange Traded F INCOME ETF | $24.6M | 533.1K | 2.3% | ▲+13% Added · +60K sh | |
| 12 | Ishares TR RUS 1000 GRW ETF | $20.7M | 166.5K | 1.9% | ▲+302% Added · +125K sh | |
| 13 | Fidelity Merrimack STR TR TOTAL BD ETF | $17.1M | 377.0K | 1.6% | ▲+5.6% Added · +20K sh | |
| 14 | Schwab Strategic TR US MID-CAP ETF | $16.7M | 451.8K | 1.6% | ▼−1.8% Reduced · −8K sh | |
| 15 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $16.0M | 225.0K | 1.5% | ▲+2.9% Added · +6K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $15.2M | 22.1K | 1.4% | ▼−3.2% Reduced · −724 sh | |
| 17 | Federated Hermes ETF Trust TOTA RETU BD ETF | $14.5M | 578.5K | 1.4% | ▲+11% Added · +59K sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $14.4M | 97.3K | 1.4% | ▼−3.9% Reduced · −4K sh | |
| 19 | Vanguard Index FDS SML CP GRW ETF | $12.1M | 33.1K | 1.1% | ▼−2.5% Reduced · −838 sh | |
| 20 | Apple Inc COM | $10.6M | 36.8K | 1.0% | ▲+9.1% Added · +3K sh | |
| 21 | Schwab Strategic TR US LCAP VA ETF | $9.9M | 285.4K | 0.9% | ▼−1.9% Reduced · −5K sh | |
| 22 | Microsoft Corp COM | $9.5M | 25.4K | 0.9% | ▲+100% Added · +13K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $8.4M | 11.2K | 0.8% | ▼−1.3% Reduced · −148 sh | |
| 24 | Ishares TR RUS MID CAP ETF | $8.2M | 74.4K | 0.8% | ▼−4.2% Reduced · −3K sh | |
| 25 | Vanguard Mun BD FDS TAX EXEMPT BD | $7.1M | 141.1K | 0.7% | ▼−4.2% Reduced · −6K sh | |
| 26 | Ishares TR MSCI EAFE ETF | $6.4M | 61.1K | 0.6% | ▲+0.2% Added · +117 sh | |
| 27 | RBB Fund Trust FIRST EAGLE GBL | $5.9M | 120.0K | 0.6% | ▲+12% Added · +12K sh | |
| 28 | John Hancock Exchange Traded MLTFCTR LRG CAP | $5.8M | 64.6K | 0.5% | ▼−1.9% Reduced · −1K sh | |
| 29 | Ishares TR CORE S&P500 ETF | $5.5M | 7.4K | 0.5% | ▲+24% Added · +1K sh | |
| 30 | Vanguard Index FDS SM CP VAL ETF | $4.3M | 17.8K | 0.4% | ▲+35% Added · +5K sh | |
| 31 | Porch Group Inc COM | $4.1M | 274.2K | 0.4% | —Held | |
| 32 | Ishares TR CORE MSCI EAFE | $3.8M | 39.1K | 0.4% | ▲+12% Added · +4K sh | |
| 33 | Alphabet Inc CAP STK CL A | $3.6M | 10.1K | 0.3% | ▲+8.3% Added · +770 sh | |
| 34 | Ishares TR S&P 500 GRWT ETF | $3.5M | 25.3K | 0.3% | ▼−1.3% Reduced · −329 sh | |
| 35 | Raymond James Finl Inc COM | $3.3M | 21.8K | 0.3% | ▲+1.4% Added · +294 sh | |
| 36 | Schwab Strategic TR INTL EQTY ETF | $3.3M | 119.6K | 0.3% | ▼−0.4% Reduced · −501 sh | |
| 37 | Vanguard Scottsdale FDS VNG RUS1000GRW | $3.2M | 25.1K | 0.3% | ▼−4.0% Reduced · −1K sh | |
| 38 | Ishares TR ESG MSCI KLD ETF | $3.1M | 21.9K | 0.3% | —Held | |
| 39 | SPDR Series Trust ST STR P500ETF | $3.0M | 34.6K | 0.3% | —Held | |
| 40 | PNC Finl Svcs Group Inc COM | $3.0M | 12.2K | 0.3% | ▲+3.2% Added · +375 sh | |
| 41 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 0.3% | ▼−0.4% Reduced · −36 sh | |
| 42 | JPMorgan Chase & Co COM | $2.9M | 8.9K | 0.3% | ▲+0.1% Added · +13 sh | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $2.8M | 7.6K | 0.3% | ▲+12% Added · +844 sh | |
| 44 | SPDR Gold TR GOLD SHS | $2.8M | 7.5K | 0.3% | ▲+11% Added · +726 sh | |
| 45 | New York Life Invts Active E MACK MU INSD ETF | $2.8M | 113.9K | 0.3% | ▲+0.9% Added · +1K sh | |
| 46 | Amazon Com Inc COM | $2.6M | 10.8K | 0.2% | ▲+10.0% Added · +986 sh | |
| 47 | Dimensional ETF Trust US COR EQU 2 ETF | $2.6M | 57.8K | 0.2% | —Held | |
| 48 | Vanguard Index FDS SMALL CP ETF | $2.5M | 8.4K | 0.2% | ▲+3.5% Added · +284 sh | |
| 49 | Ishares TR S&P 500 VAL ETF | $2.5M | 10.9K | 0.2% | —Held | |
| 50 | Exxon Mobil Corp COM | $2.3M | 16.9K | 0.2% | ▲+766% Added · +15K sh |
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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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.