Strategic Wealth Partners, Ltd.

13F filer · CIK 0001720777

Reported Aug 12, 2026

13F portfolio value$1.62BU.S. long equity reported on 13F

Positions982Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026982 positions
MSFTMicrosoft Corp	$45.6M	2.82%	0.00%	Not reported	Q1 2018
AAPLApple Inc.	$44.7M	2.77%	0.00%	Not reported	Q1 2018
GOOGLAlphabet Inc.	$44M	2.72%	0.00%	Not reported	Q1 2018
AVGOBroadcom Inc.	$34.7M	2.15%	0.00%	Not reported	Q2 2021
METAMeta Platforms, Inc.	$25.6M	1.58%	Not reported	Not reported	Q1 2018
IBMInternational Business Machines Corp	$23.5M	1.45%	0.01%	Not reported	Q1 2018
NVDANvidia Corp	$21.3M	1.32%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$20.8M	1.29%	0.00%	Not reported	Q1 2018
PLDPrologis, Inc.	$20.2M	1.25%	0.02%	Not reported	Q2 2021
ORCLOracle Corp	$19.9M	1.23%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$18.5M	1.14%	0.00%	Not reported	Q1 2018
PMPhilip Morris International Inc.	$18.1M	1.12%	0.01%	Not reported	Q1 2018
URIUnited Rentals, Inc.	$17.9M	1.11%	0.03%	Not reported	Q3 2024
AZNAstrazeneca PLC	$16.9M	1.04%	Not reported	Not reported	Q1 2018
RTXRTX Corp	$16.6M	1.03%	0.01%	Not reported	Q2 2021
PNCPNC Financial Services Group, Inc.	$16.3M	1.01%	0.02%	Not reported	Q1 2018
AMZNAmazon Com Inc	$16.1M	1.00%	0.00%	Not reported	Q1 2018
ABBVAbbVie Inc.	$16M	0.99%	0.00%	Not reported	Q1 2018
SPYSPDR S&P 500 ETF Trust	$15.8M	0.98%	Not reported	Not reported	Q1 2018
SMHMarket Vectors ETF Trust	$15.8M	0.98%	Not reported	New	Q2 2026
BXBlackstone Inc.	$15.7M	0.97%	0.02%	Not reported	Q2 2021
AXPAmerican Express Co	$15.6M	0.97%	0.01%	Not reported	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.4M	0.95%	0.00%	Not reported	Q1 2018
CCitigroup Inc	$15.4M	0.95%	0.01%	Not reported	Q1 2018
TJXTJX Companies Inc	$14.9M	0.92%	0.01%	Not reported	Q1 2018
QQQInvesco QQQ Trust, Series 1	$14.8M	0.92%	Not reported	Not reported	Q3 2021
EMREmerson Electric Co	$14.8M	0.91%	0.02%	Not reported	Q1 2018
GSGoldman Sachs Group Inc	$14.7M	0.91%	0.01%	Not reported	Q4 2023
FCXFreeport-Mcmoran Inc	$14.5M	0.90%	0.02%	Not reported	Q1 2018
DALDelta Air Lines, Inc.	$14.5M	0.89%	0.02%	New	Q2 2026
WMTWalmart Inc.	$14.3M	0.88%	0.00%	Not reported	Q1 2018
NEENextera Energy Inc	$13.9M	0.86%	0.01%	Not reported	Q2 2021
DLRDigital Realty Trust, Inc.	$13.6M	0.84%	0.02%	Not reported	Q2 2024
RRRRed Rock Resorts, Inc.	$12.4M	0.77%	Not reported	New	Q2 2026
CORCencora, Inc.	$12.3M	0.76%	0.02%	Not reported	Q1 2018
UNPUnion Pacific Corp	$11.7M	0.73%	0.01%	Not reported	Q1 2018
BKNGBooking Holdings Inc.	$11.7M	0.72%	0.01%	Not reported	Q1 2018
CCJCameco Corp	$11.6M	0.72%	0.03%	Not reported	Q1 2018
PGRProgressive Corp	$11.5M	0.71%	0.01%	Not reported	Q1 2018
MDTMedtronic plc	$11.5M	0.71%	0.01%	Not reported	Q1 2018
BLKBlackRock, Inc.	$11.4M	0.71%	0.01%	Not reported	Q1 2018
TPBTurning Point Brands, Inc.	$10.4M	0.64%	0.63%	Not reported	Q2 2021
DRIDarden Restaurants Inc	$10.4M	0.64%	0.04%	Not reported	Q1 2018
BDXBecton Dickinson & Co	$10.3M	0.64%	0.03%	Not reported	Q1 2018
BKRBaker Hughes Co	$9.96M	0.62%	0.02%	Not reported	Q2 2021
DKSDick'S Sporting Goods, Inc.	$9.83M	0.61%	0.05%	New	Q2 2026
ENBEnbridge Inc	$9.75M	0.60%	0.01%	Not reported	Q1 2018
AMDAdvanced Micro Devices Inc	$7.08M	0.44%	0.00%	Not reported	Q1 2018
XOMExxonMobil Holdings Corp	$6.94M	0.43%	0.00%	Not reported	Q1 2018
CNQCANADIAN NATURAL RESOURCES Ltd	$6.56M	0.41%	0.01%	New	Q2 2026

Q3 2024Reported Oct 8, 2024217 positions
MSFTMicrosoft Corp	$32M	3.07%	0.00%	+3.5%	Q1 2018
AAPLApple Inc.	$26.5M	2.55%	0.00%	+4.1%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$15.2M	1.46%	Not reported	+5.6%	Q1 2018
GOOGLAlphabet Inc.	$13.5M	1.30%	0.00%	+9.8%	Q1 2018
AVGOBroadcom Inc.	$12.6M	1.21%	0.00%	+3.4%	Q2 2021
AMZNAmazon Com Inc	$12.2M	1.18%	0.00%	+11.4%	Q1 2018
RTXRTX Corp	$11.2M	1.08%	0.01%	+4.3%	Q2 2021
JPMJPMorgan Chase & Co	$11M	1.06%	0.00%	+6.2%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$10.7M	1.03%	Not reported	+0.7%	Q3 2021
LLYELI LILLY & Co	$10.6M	1.02%	0.00%	+4.0%	Q1 2018
ACNAccenture plc	$10.5M	1.01%	0.00%	+0.2%	Q2 2021
GSGoldman Sachs Group Inc	$10.3M	0.99%	0.01%	+4.4%	Q4 2023
NVDANvidia Corp	$10.2M	0.98%	0.00%	+28.2%	Q1 2018
VVisa Inc.	$9.94M	0.96%	0.00%	-0.4%	Q1 2018
CRMSalesforce, Inc.	$9.82M	0.94%	0.00%	+6.4%	Q1 2018
PNCPNC Financial Services Group, Inc.	$9.08M	0.87%	0.01%	-2.9%	Q1 2018
CCJCameco Corp	$9.03M	0.87%	0.04%	+30.5%	Q1 2018
SBUXStarbucks Corp	$8.71M	0.84%	0.01%	+0.5%	Q1 2018
ORCLOracle Corp	$8.59M	0.83%	0.00%	-17.8%	Q1 2018
PLDPrologis, Inc.	$8.53M	0.82%	0.01%	+5.1%	Q2 2021
NEENextera Energy Inc	$8.45M	0.81%	0.00%	-4.5%	Q2 2021
IBMInternational Business Machines Corp	$8.35M	0.80%	0.00%	-4.8%	Q1 2018
LAZLazard, Inc.	$8.28M	0.80%	0.15%	-16.1%	Q4 2023
MDTMedtronic plc	$7.94M	0.76%	0.01%	-0.3%	Q1 2018
ZTSZoetis Inc.	$7.81M	0.75%	0.01%	+5.2%	Q2 2021
TJXTJX Companies Inc	$7.77M	0.75%	0.01%	+5.3%	Q1 2018
STESTERIS plc	$7.62M	0.73%	0.03%	+4.0%	Q2 2021
AZNAstrazeneca PLC	$7.61M	0.73%	Not reported	+4.6%	Q1 2018
STZConstellation Brands, Inc.	$7.47M	0.72%	Not reported	+1.7%	Q1 2018
ARMKAramark	$7.44M	0.72%	0.07%	-5.9%	Q2 2021
BKRBaker Hughes Co	$7.43M	0.71%	0.02%	+35.9%	Q2 2021
ROPRoper Technologies Inc	$7.36M	0.71%	0.01%	+0.2%	Q2 2021
ABBVAbbVie Inc.	$7.35M	0.71%	0.00%	+1.0%	Q1 2018
PMPhilip Morris International Inc.	$6.93M	0.67%	0.00%	+3.0%	Q1 2018
SYKStryker Corp	$6.75M	0.65%	0.00%	+1.3%	Q2 2021
INTUIntuit Inc.	$6.63M	0.64%	0.00%	-0.8%	Q2 2022
EMREmerson Electric Co	$6.26M	0.60%	0.01%	+2.2%	Q1 2018
HONHoneywell International Inc	$6.15M	0.59%	0.00%	-3.3%	Q1 2018
SYYSysco Corp	$5.97M	0.57%	0.02%	+25.8%	Q1 2018
KMIKinder Morgan, Inc.	$5.9M	0.57%	0.01%	+1.5%	Q1 2018
DUKDuke Energy CORP	$5.83M	0.56%	0.01%	+2.1%	Q1 2018
MDLZMondelez International, Inc.	$5.75M	0.55%	0.01%	-0.4%	Q1 2018
CORCencora, Inc.	$5.32M	0.51%	0.01%	+2.7%	Q1 2018
BRK.BBerkshire Hathaway Inc	$5.15M	0.50%	Not reported	+1.8%	Q1 2018
CPAYCorpay, Inc.	$5.14M	0.49%	0.02%	+31.1%	Q2 2024
HSYHershey Co	$5.13M	0.49%	0.01%	+2.7%	Q2 2024
OWLBlue Owl Capital Inc.	$5.11M	0.49%	3.84%	Not reported	Q2 2023
HDHome Depot, Inc.	$4.89M	0.47%	0.00%	+139.3%	Q1 2018
GOOGAlphabet Inc.	$4.8M	0.46%	Not reported	-6.5%	Q1 2018
VMCVulcan Materials CO	$4.34M	0.42%	0.01%	-2.0%	Q1 2018

Q2 2024Reported Oct 8, 2024214 positions
MSFTMicrosoft Corp	$32.1M	3.35%	0.00%	Not reported	Q1 2018
AAPLApple Inc.	$23M	2.41%	0.00%	Not reported	Q1 2018
SPYSPDR S&P 500 ETF Trust	$13.7M	1.43%	Not reported	Not reported	Q1 2018
GOOGLAlphabet Inc.	$13.5M	1.41%	0.00%	Not reported	Q1 2018
AMZNAmazon Com Inc	$11.4M	1.19%	0.00%	Not reported	Q1 2018
AVGOBroadcom Inc.	$11.3M	1.18%	0.00%	Not reported	Q2 2021
QQQInvesco QQQ Trust, Series 1	$10.5M	1.09%	Not reported	Not reported	Q3 2021
LLYELI LILLY & Co	$10.4M	1.09%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$9.94M	1.04%	0.00%	Not reported	Q1 2018
VVisa Inc.	$9.53M	0.99%	0.00%	Not reported	Q1 2018
GSGoldman Sachs Group Inc	$9.02M	0.94%	0.01%	Not reported	Q4 2023
ACNAccenture plc	$8.98M	0.94%	0.00%	Not reported	Q2 2021
RTXRTX Corp	$8.89M	0.93%	0.01%	Not reported	Q2 2021
CRMSalesforce, Inc.	$8.67M	0.91%	0.00%	Not reported	Q1 2018
ORCLOracle Corp	$8.66M	0.90%	0.00%	Not reported	Q1 2018
NVDANvidia Corp	$8.11M	0.85%	0.00%	Not reported	Q1 2018
PNCPNC Financial Services Group, Inc.	$7.87M	0.82%	0.01%	Not reported	Q1 2018
LAZLazard, Inc.	$7.48M	0.78%	0.17%	Not reported	Q4 2023
ROPRoper Technologies Inc	$7.45M	0.78%	0.01%	Not reported	Q2 2021
NEENextera Energy Inc	$7.41M	0.77%	0.01%	Not reported	Q2 2021
STZConstellation Brands, Inc.	$7.34M	0.77%	Not reported	Not reported	Q1 2018
AZNAstrazeneca PLC	$7.28M	0.76%	Not reported	Not reported	Q1 2018
PLDPrologis, Inc.	$7.22M	0.75%	0.01%	Not reported	Q2 2021
CCJCameco Corp	$7.12M	0.74%	0.03%	Not reported	Q1 2018
INTUIntuit Inc.	$7.07M	0.74%	0.00%	Not reported	Q2 2022
MDTMedtronic plc	$6.96M	0.73%	0.01%	Not reported	Q1 2018
ARMKAramark	$6.95M	0.73%	0.08%	Not reported	Q2 2021
SBUXStarbucks Corp	$6.92M	0.72%	0.01%	Not reported	Q1 2018
TJXTJX Companies Inc	$6.91M	0.72%	0.01%	Not reported	Q1 2018
IBMInternational Business Machines Corp	$6.86M	0.72%	0.00%	Not reported	Q1 2018
STESTERIS plc	$6.63M	0.69%	0.03%	Not reported	Q2 2021
ZTSZoetis Inc.	$6.59M	0.69%	0.01%	Not reported	Q2 2021
HONHoneywell International Inc	$6.57M	0.69%	0.00%	Not reported	Q1 2018
ABBVAbbVie Inc.	$6.32M	0.66%	0.00%	Not reported	Q1 2018
SYKStryker Corp	$6.27M	0.65%	0.00%	Not reported	Q2 2021
EMREmerson Electric Co	$6.17M	0.64%	0.01%	Not reported	Q1 2018
GOOGAlphabet Inc.	$5.63M	0.59%	Not reported	Not reported	Q1 2018
PMPhilip Morris International Inc.	$5.62M	0.59%	0.00%	Not reported	Q1 2018
NKENIKE, Inc.	$5.6M	0.59%	0.00%	Not reported	Q1 2018
UPSUnited Parcel Service Inc	$5.54M	0.58%	0.01%	Not reported	Q1 2018
SCHWSchwab Charles Corp	$5.41M	0.56%	0.01%	Not reported	Q1 2018
BKRBaker Hughes Co	$5.32M	0.56%	0.02%	Not reported	Q2 2021
KMIKinder Morgan, Inc.	$5.23M	0.55%	0.01%	Not reported	Q1 2018
CORCencora, Inc.	$5.19M	0.54%	0.01%	Not reported	Q1 2018
MDLZMondelez International, Inc.	$5.12M	0.54%	0.01%	Not reported	Q1 2018
CSCOCisco Systems, Inc.	$5.07M	0.53%	0.00%	Not reported	Q1 2018
DUKDuke Energy CORP	$4.97M	0.52%	0.01%	Not reported	Q1 2018
FANGDiamondback Energy, Inc.	$4.86M	0.51%	0.01%	Not reported	Q2 2021
HSYHershey Co	$4.78M	0.50%	0.01%	New	Q2 2024
OWLBlue Owl Capital Inc.	$4.69M	0.49%	3.84%	Not reported	Q2 2023

Q4 2023Reported May 20, 2024198 positions
MSFTMicrosoft Corp	$24.1M	2.97%	0.00%	Not reported	Q1 2018
AAPLApple Inc.	$18.6M	2.30%	0.00%	Not reported	Q1 2018
GOOGLAlphabet Inc.	$9.85M	1.21%	0.00%	Not reported	Q1 2018
VVisa Inc.	$9.13M	1.12%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$8.8M	1.08%	0.00%	Not reported	Q1 2018
ACNAccenture plc	$8.39M	1.03%	0.00%	Not reported	Q2 2021
PNCPNC Financial Services Group, Inc.	$8.13M	1.00%	0.01%	Not reported	Q1 2018
AMZNAmazon Com Inc	$8.05M	0.99%	0.00%	Not reported	Q1 2018
QQQInvesco QQQ Trust, Series 1	$8M	0.99%	Not reported	Not reported	Q3 2021
GSGoldman Sachs Group Inc	$7.82M	0.96%	0.01%	New	Q4 2023
AVGOBroadcom Inc.	$7.57M	0.93%	0.00%	Not reported	Q2 2021
SPYSPDR S&P 500 ETF Trust	$7.19M	0.89%	Not reported	Not reported	Q1 2018
CCJCameco Corp	$6.89M	0.85%	0.04%	Not reported	Q1 2018
ROPRoper Technologies Inc	$6.71M	0.83%	0.01%	Not reported	Q2 2021
RTXRTX Corp	$6.57M	0.81%	0.01%	Not reported	Q2 2021
ZTSZoetis Inc.	$6.43M	0.79%	0.01%	Not reported	Q2 2021
BXBlackstone Inc.	$6.43M	0.79%	0.01%	Not reported	Q2 2021
OWLBlue Owl Capital Inc.	$6.38M	0.79%	6.23%	Not reported	Q2 2023
HONHoneywell International Inc	$6.2M	0.76%	0.00%	Not reported	Q1 2018
STZConstellation Brands, Inc.	$6.15M	0.76%	Not reported	Not reported	Q1 2018
INTUIntuit Inc.	$6.12M	0.75%	0.00%	Not reported	Q2 2022
AXPAmerican Express Co	$6.08M	0.75%	0.00%	Not reported	Q1 2018
STESTERIS plc	$5.89M	0.73%	0.03%	Not reported	Q2 2021
ORCLOracle Corp	$5.73M	0.71%	0.00%	Not reported	Q1 2018
LAZLazard, Inc.	$5.72M	0.70%	0.15%	New	Q4 2023
LLYELI LILLY & Co	$5.67M	0.70%	0.00%	Not reported	Q1 2018
NEENextera Energy Inc	$5.53M	0.68%	0.00%	Not reported	Q2 2021
AAONAaon, Inc.	$5.51M	0.68%	0.09%	Not reported	Q4 2022
AZNAstrazeneca PLC	$5.39M	0.66%	Not reported	Not reported	Q1 2018
IBMInternational Business Machines Corp	$5.31M	0.65%	0.00%	Not reported	Q1 2018
EMREmerson Electric Co	$5.18M	0.64%	0.01%	Not reported	Q1 2018
TJXTJX Companies Inc	$5.15M	0.63%	0.00%	Not reported	Q1 2018
SYKStryker Corp	$5.1M	0.63%	0.00%	Not reported	Q2 2021
DUKDuke Energy CORP	$5.1M	0.63%	0.01%	Not reported	Q1 2018
ABBVAbbVie Inc.	$5.07M	0.62%	0.00%	Not reported	Q1 2018
FANGDiamondback Energy, Inc.	$5.03M	0.62%	0.02%	Not reported	Q2 2021
BKRBaker Hughes Co	$5.02M	0.62%	0.01%	Not reported	Q2 2021
MDTMedtronic plc	$4.95M	0.61%	0.00%	Not reported	Q1 2018
ARMKAramark	$4.88M	0.60%	0.07%	Not reported	Q2 2021
CSCOCisco Systems, Inc.	$4.86M	0.60%	0.00%	Not reported	Q1 2018
PLDPrologis, Inc.	$4.8M	0.59%	0.00%	Not reported	Q2 2021
TGTTarget Corp	$4.75M	0.59%	0.01%	Not reported	Q1 2018
SBUXStarbucks Corp	$4.67M	0.58%	0.00%	Not reported	Q1 2018
CVSCVS HEALTH Corp	$4.6M	0.57%	0.00%	Not reported	Q1 2018
PRGOPERRIGO Co plc	$4.35M	0.54%	0.10%	Not reported	Q2 2023
GOOGAlphabet Inc.	$4.32M	0.53%	Not reported	Not reported	Q1 2018
HASHasbro, Inc.	$4.21M	0.52%	0.06%	Not reported	Q1 2023
MDLZMondelez International, Inc.	$4.13M	0.51%	0.00%	Not reported	Q1 2018
SYYSysco Corp	$4.09M	0.50%	0.01%	Not reported	Q1 2018
PSXPhillips 66	$3.99M	0.49%	0.01%	Not reported	Q2 2021

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