StockDriftsStockDriftsTop 50 Strategic Wealth Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 8.77% | 5.08M | $141.7M | +5.53%(+266.45K) | $25.93(+13.15%) | 2026-06-30 | |
| MBB | ISHARES MBS ETF | 3.03% | 517.8K | $48.9M | +6.55%(+31.83K) | $95.92(-2.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.82% | 122.1K | $45.6M | +7.52%(+8.54K) | $343.36(+41.56%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.77% | 154.5K | $44.7M | +3.76%(+5.60K) | $155.49(+96.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.72% | 123.1K | $44.0M | -6.02%(-7.88K) | $132.33(+160.49%) | 2026-06-30 | |
| EFA | ISHARES MSCI EAFE ETF | 2.57% | 399.2K | $41.5M | +1.23%(+4.85K) | $69.08(+57.29%) | 2026-06-30 | |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 2.53% | 1.36M | $40.8M | +7.14%(+90.60K) | $30.27(-1.04%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 2.15% | 91.8K | $34.7M | +4.89%(+4.28K) | $118.82(+231.37%) | 2026-06-30 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1.89% | 259.7K | $30.5M | +7.37%(+17.84K) | $120.68(-3.37%) | 2026-06-30 | |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 1.58% | 1.15M | $25.6M | +3.39%(+37.79K) | $18.24(+26.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.77% | +6.47% | +36.84% |
| Top 20 Holdings Unweighted | +11.75% | +39.56% | +6.50% | +36.98% |
Strategic Wealth Partners LTD reports $1.62B in US-listed equity holdings across 1,460 positions in its most recent 13F filing. Its largest disclosed positions are SWP (8.8%), MBB (3.0%) and MSFT (2.8%). The top 20 holdings account for 43.8% of reported assets. Its disclosed equity book has returned +35.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Strategic Wealth Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1720777). View Strategic Wealth Partners LTD’s 13F filings on SEC