🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 754.37 -0.4% NASDAQ 100: 679.89 -1.2% Dow Jones: 534.08 -0.5%

Strategic Wealth Partners - Q3 2026 13F Filings

ST

Strategic Wealth Partners, Ltd.

CIK: 0001720777
Address: Ohio Independence 5005 Rockside Rd Suite 1200
$1.36 B
Portfolio Value
1119
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/13/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. NVDA Nvidia Corporation
+$18.99 M
2. LRCX Lam Research Corporation
+$9.74 M
3. CAT Caterpillar
+$9.12 M
4. URA Global X Uranium Etf
+$8.83 M
5. STM Stmicroelectronics Nv
+$8.49 M

Top Sells

Q3 2026
1. SWP Swp Growth & Income Etf
−$39.4 M
2. MSFT Microsoft Corporation
−$17.19 M
3. ORCL Oracle Corporation
−$16.24 M
4. IWV Ishares Russell 3000 Etf
−$11.1 M
5. PGR The Progressive Corporation
−$9.76 M

Asset Allocation

Stocks/ETFs
-15.36%
$1.34 B 98.18%
Options
+44.37%
$398,703 0.03%
Debt
-2.67%
$4,884 0.00%
Other
-29.66%
$24.34 M 1.79%

Sector Allocation (Stocks)

Strategic Wealth Partners Q3 2026 Filing Summary

Strategic Wealth Partners, Ltd. filed its 13F report for Q3 2026 on November 13, 2026. The portfolio totaled 1.36 B reflecting a -15.65% change from the prior quarter, spanning 1,119 assets. The top 10 holdings comprised 32.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 104 new positions and 407 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Strategic Wealth Partners’s Q3 2026 Filing

Strategic Wealth Partners submitted their Form 13F-HR for the Q3 2026 period on 11/13/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Strategic Wealth Partners reported a managed portfolio value of 1.36 B, consisting of 1,121 individual positions.

This page displays the raw filing documents. To see which stocks Strategic Wealth Partners bought or sold during Q3 2026, please visit Strategic Wealth Partners's Portfolio Analysis page.