Strategic Wealth Partners, Ltd. holds a diversified book of 1436 stocks worth $1.6B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened First Trust DJ Internet Ind and trimmed Alphabet Inc-CL A. Their largest long position is SWP Growth & Income ETF at 9% of the equity book. They also disclosed $276K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +12% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Strategic Wealth Partners, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% 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 Strategic Wealth Partners, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 79 / 80 | $149.6B |
| Arax Advisory Partners | 79 / 80 | $3.5B |
| FMR LLC | 78 / 80 | $745.8B |
| MORGAN STANLEY | 78 / 80 | $549.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $534.0B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $378.6B |
| ROYAL BANK OF CANADA | 78 / 80 | $168.8B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $151.4B |
Ranked by how many of Strategic Wealth Partners, Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SWP Growth & Income ETF ETF | $141.7M | 5.08M | 8.8% | ▲+5.5% Added · +266K sh | |
| 2 | Ishares MBS ETF ETF | $48.9M | 517.8K | 3.0% | ▲+6.5% Added · +32K sh | |
| 3 | Microsoft Corp Com Stock | $45.6M | 122.1K | 2.8% | ▲+7.5% Added · +9K sh | |
| 4 | Apple Inc Com Stock | $44.7M | 154.5K | 2.8% | ▲+3.8% Added · +6K sh | |
| 5 | Alphabet Inc Cap STK CL A Stock | $44.0M | 123.1K | 2.7% | ▼−6.0% Reduced · −8K sh | |
| 6 | Ishares Msci Eafe ETF ETF | $41.5M | 399.2K | 2.6% | ▲+1.2% Added · +5K sh | |
| 7 | State Street SPDR Portfolio Short Term Corporate Bond ETF ETF | $40.8M | 1.36M | 2.5% | ▲+7.1% Added · +91K sh | |
| 8 | Broadcom Inc Com Stock | $34.7M | 91.8K | 2.1% | ▲+4.9% Added · +4K sh | |
| 9 | Ishares 3-7 Year Treasury Bond ETF ETF | $30.5M | 259.7K | 1.9% | ▲+7.4% Added · +18K sh | |
| 10 | Invesco International Dividend Achievers ETF ETF | $25.6M | 1.15M | 1.6% | ▲+3.4% Added · +38K sh | |
| 11 | Meta Platforms Inc CL A Stock | $25.6M | 45.4K | 1.6% | ▲+45% Added · +14K sh | |
| 12 | International Business Machs Com Stock | $23.5M | 83.4K | 1.5% | ▲+13% Added · +10K sh | |
| 13 | Ishares Iboxx $ Investment Grade Corporate Bond ETF ETF | $22.5M | 206.2K | 1.4% | ▲+6.3% Added · +12K sh | |
| 14 | Nvidia Corporation Com Stock | $21.3M | 106.5K | 1.3% | ▼−0.1% Reduced · −73 sh | |
| 15 | JPMorgan Chase & Co Com Stock | $20.8M | 63.7K | 1.3% | ▲+5.9% Added · +4K sh | |
| 16 | Prologis Inc. Com REIT | $20.2M | 149.1K | 1.3% | ▲+7.2% Added · +10K sh | |
| 17 | Oracle Corp Com Stock | $19.9M | 135.9K | 1.2% | ▲+19% Added · +22K sh | |
| 18 | Ishares Trust Ishares 0-1 Year Treasury Bond ETF ETF | $19.3M | 175.1K | 1.2% | ▲+7.5% Added · +12K sh | |
| 19 | Eli Lilly & Co Com Stock | $18.5M | 15.4K | 1.1% | ▲+21% Added · +3K sh | |
| 20 | Philip Morris Intl Inc Com Stock | $18.1M | 100.0K | 1.1% | ▲+7.5% Added · +7K sh | |
| 21 | United Rentals Inc Com Stock | $17.9M | 15.8K | 1.1% | ▲+12% Added · +2K sh | |
| 22 | AstraZeneca PLC Ord ADR | $16.9M | 88.9K | 1.0% | ▲+7.5% Added · +6K sh | |
| 23 | Ishares Core S&P 500 ETF ETF | $16.7M | 22.3K | 1.0% | ▲+2.8% Added · +612 sh | |
| 24 | RTX Corporation Com Stock | $16.6M | 87.6K | 1.0% | ▲+3.5% Added · +3K sh | |
| 25 | PNC Finl Svcs Group Inc Com Stock | $16.3M | 66.3K | 1.0% | ▲+14% Added · +8K sh | |
| 26 | Amazon Com Inc Com Stock | $16.1M | 67.7K | 1.0% | ▲+8.2% Added · +5K sh | |
| 27 | Abbvie Inc Com Stock | $16.0M | 63.6K | 1.0% | ▲+5.2% Added · +3K sh | |
| 28 | State Street SPDR S&P 500 ETF ETF | $15.8M | 21.2K | 1.0% | ▲+1.3% Added · +277 sh | |
| 29 | Vaneck Semiconductor ETF ETF | $15.8M | 24.1K | 1.0% | ▼−1.8% Reduced · −446 sh | |
| 30 | Blackstone Inc Com Stock | $15.7M | 133.0K | 1.0% | ▲+4.0% Added · +5K sh | |
| 31 | American Express Co Com Stock | $15.6M | 46.2K | 1.0% | ▲+7.1% Added · +3K sh | |
| 32 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $15.4M | 32.3K | 1.0% | ▲+7.2% Added · +2K sh | |
| 33 | Citigroup Inc Com New Stock | $15.4M | 109.8K | 1.0% | ▲+0.6% Added · +613 sh | |
| 34 | Ishares Russell 2000 ETF ETF | $15.0M | 49.9K | 0.9% | ▼−0.6% Reduced · −307 sh | |
| 35 | TJX Cos Inc New Com Stock | $14.9M | 98.6K | 0.9% | ▲+13% Added · +11K sh | |
| 36 | Invesco QQQ Trust Series I ETF | $14.8M | 20.1K | 0.9% | ▲+0.4% Added · +88 sh | |
| 37 | Emerson Elec Co Com Stock | $14.8M | 103.1K | 0.9% | ▲+8.2% Added · +8K sh | |
| 38 | Goldman Sachs Group Inc Com Stock | $14.7M | 14.5K | 0.9% | ▲+2.9% Added · +411 sh | |
| 39 | Freeport McMoran Inc CL B Stock | $14.5M | 230.9K | 0.9% | ▲+4.4% Added · +10K sh | |
| 40 | Delta Air Lines Inc Com New Stock | $14.5M | 154.3K | 0.9% | ▲+70% Added · +63K sh | |
| 41 | Walmart Inc Com Stock | $14.3M | 126.1K | 0.9% | ▲+359% Added · +99K sh | |
| 42 | State Street SPDR S&P Biotech ETF ETF | $14.1M | 89.2K | 0.9% | ▼−0.5% Reduced · −410 sh | |
| 43 | NextEra Energy Inc Com Stock | $13.9M | 158.2K | 0.9% | ▲+8.7% Added · +13K sh | |
| 44 | Digital Rlty TR Inc Com REIT | $13.6M | 75.6K | 0.8% | ▲+43% Added · +23K sh | |
| 45 | Red Rock Resorts Inc CL A Stock | $12.4M | 191.1K | 0.8% | ▲13× Added · +176K sh | |
| 46 | Cencora Inc Com Stock | $12.3M | 43.5K | 0.8% | ▲+10% Added · +4K sh | |
| 47 | Union Pac Corp Com Stock | $11.7M | 43.1K | 0.7% | ▲+8.8% Added · +3K sh | |
| 48 | Booking Holdings Inc Com Stock | $11.7M | 65.4K | 0.7% | ▲51× Added · +64K sh | |
| 49 | Cameco Corp Com Stock | $11.6M | 113.7K | 0.7% | ▲+53% Added · +40K sh | |
| 50 | Progressive Corp Com Stock | $11.5M | 52.8K | 0.7% | ▲30× Added · +51K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1720777/holdings"
Use Arkolith to show Strategic Wealth Partners, Ltd.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | PALANTIR TECHNOLOGIES INC-APLTR | $233K | 2K |
| CALL · bullish | UNITED STATES ANTIMONY CORPUAMY | $43K | 6K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 1,463 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 1,479 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 12, 2026 | 1,459 | $1.5B | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.