Strategic Wealth Partners, Ltd.
Follow13F filer, CIK 1720777, INDEPENDENCE, OH
Strategic Wealth Partners, Ltd. reported holdings worth $1,442,519,885 (the sum of its rows) across 1,479 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. The total stated on the cover page is $1,411,196,162. Its ten largest share positions make up 31.12% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001720777-26-000001
The cover page states a total of $1,411,196,162, 2% less than the sum of the rows, $1,442,519,885. This page uses the sum of the rows.
- Period
- 2026-03-31
- Value, sum of rows
- $1.44B
- Stated on the cover page
- $1.41B
- Holdings
- 1,479
- Top 10 weight
- 31.12%
- New
- 122
- Sold out
- 102
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| RSPNadded | +157,227 | $9.05M |
| MSFTadded | +23,924 | $8.86M |
| KREadded | +121,084 | $7.89M |
| STMadded | +201,533 | $6.96M |
| BDXadded | +41,429 | $6.51M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AZNreduced | -81,994 | -$16.2M |
| AITreduced | -46,909 | -$12.4M |
| JEFreduced | -260,269 | -$10.7M |
| SMGreduced | -121,632 | -$7.39M |
| URAreduced | -152,437 | -$7.38M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,478 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| PLTRPALANTIR TECHNOLOGIES INC COM | call | 2,000 | $293K | new |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| RACEFERRARI N V | 3,045 | $1.13M | shares |
| ARDCARES DYNAMIC CR ALLOCATION F | 40,000 | $532K | shares |
| EXASEXACT SCIENCES CORP | 3,690 | $375K | shares |
| IEIVANHOE ELECTRIC INC | 10,000 | $160K | call |
| SHESPDR SERIES TRUST | 901 | $119K | shares |
| GXOGXO LOGISTICS INCORPORATED | 1,824 | $96K | shares |
| CQPCHENIERE ENERGY PARTNERS L P | 1,751 | $93.6K | shares |
| EZBCFRANKLIN TEMPLETON DIGITAL H | 1,620 | $82K | shares |
| IGROISHARES TR | 742 | $61.4K | shares |
| RXORXO INC | 3,106 | $39.3K | shares |
| PRPERMIAN RESOURCES CORP | 1,810 | $25.4K | shares |
| COKECOCA COLA CONS INC | 150 | $23K | shares |
| INDIINDIE SEMICONDUCTOR INC | 6,250 | $22.1K | shares |
| TMFCRBB FD INC | 235 | $16.9K | shares |
| NAMSNEWAMSTERDAM PHARMA COMPANY | 325 | $11.4K | shares |
| NICENICE LTD | 100 | $11.3K | shares |
| RDWREDWIRE CORPORATION | 1,454 | $11.1K | shares |
| PBRPETROLEO BRASILEIRO S A | 800 | $9.48K | shares |
| OPPEWISDOMTREE TR | 154 | $7.91K | shares |
| TMFXRBB FD INC | 360 | $7.76K | shares |
| FWONKLIBERTY MEDIA CORP DEL | 76 | $7.49K | shares |
| VONGVANGUARD SCOTTSDALE FDS | 60 | $7.3K | shares |
| HAWXISHARES TR | 178 | $7.03K | shares |
| FWONALIBERTY MEDIA CORP DEL | 78 | $6.97K | shares |
| ESPOVANECK ETF TRUST | 67 | $6.94K | shares |
| PLTKPLAYTIKA HLDG CORP | 1,750 | $6.91K | shares |
| EQNREQUINOR ASA | 284 | $6.71K | shares |
| SDGISHARES TR | 76 | $6.4K | shares |
| FPXIFIRST TR EXCHANGE-TRADED FD | 108 | $6.39K | shares |
| CRLCHARLES RIV LABS INTL INC | 32 | $6.38K | shares |
| ETSYETSY INC | 115 | $6.38K | shares |
| KEYKEYCORP | 238 | $4.91K | shares |
| HOOWROUNDHILL ETF TRUST | 100 | $4.75K | shares |
| QWLDSPDR INDEX SHS FDS | 33 | $4.73K | shares |
| MEDPMEDPACE HLDGS INC | 8 | $4.49K | shares |
| MKLMARKEL GROUP INC | 2 | $4.3K | shares |
| UTESETFIS SER TR I | 54 | $4.26K | shares |
| AMZAETFIS SER TR I | 104 | $4.11K | shares |
| IHDGWISDOMTREE TR | 79 | $3.84K | shares |
| IGBHISHARES U S ETF TR | 151 | $3.72K | shares |
| SPMBSPDR SERIES TRUST | 157 | $3.52K | shares |
| CCCHEMOURS CO | 285 | $3.36K | shares |
| MKSIMKS INC. | 21 | $3.28K | shares |
| SHPROSHARES TR | 90 | $3.24K | shares |
| OZKBANK OZK LITTLE ROCK ARK | 70 | $3.22K | shares |
| NXSTNEXSTAR MEDIA GROUP INC | 15 | $3.05K | shares |
| MPMP MATERIALS CORP | 56 | $2.83K | shares |
| SPLBSPDR SERIES TRUST | 117 | $2.64K | shares |
| THROBLACKROCK ETF TRUST | 65 | $2.51K | shares |
| TECBISHARES TR | 40 | $2.44K | shares |
| UNFUNIFIRST CORP MASS | 12 | $2.31K | shares |
| VCLTVANGUARD SCOTTSDALE FDS | 30 | $2.28K | shares |
| MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC | 166 | $2.22K | shares |
| LTCLTC PPTYS INC | 59 | $2.02K | shares |
| KOMPSPDR SERIES TRUST | 33 | $1.97K | shares |
| AQNALGONQUIN POWER & UTILITIES | 315 | $1.94K | shares |
| PNNTPENNANTPARK INVTS CORP | 322 | $1.92K | shares |
| SBRASABRA HEALTH CARE REIT INC | 100 | $1.89K | shares |
| SWKSTANLEY BLACK & DECKER INC | 25 | $1.86K | shares |
| BOTZGLOBAL X FDS | 50 | $1.81K | shares |
| GFSGLOBALFOUNDRIES INC | 50 | $1.75K | shares |
| NEWPNEW PAC METALS CORP | 475 | $1.67K | shares |
| SPIPSPDR SERIES TRUST | 64 | $1.66K | shares |
| TOKISHARES TR | 12 | $1.66K | shares |
| CHMICHERRY HILL MTG INVT CORP | 646 | $1.65K | shares |
| ABGASBURY AUTOMOTIVE GROUP INC | 7 | $1.63K | shares |
| HEDJWISDOMTREE TR | 28 | $1.49K | shares |
| ANGLVANECK ETF TRUST | 50 | $1.47K | shares |
| ASANASANA INC | 100 | $1.37K | shares |
| DAVEDAVE INC | 6 | $1.33K | shares |
| WYNNWYNN RESORTS LTD | 11 | $1.32K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 22 | $1.32K | shares |
| DGNXDIGINEX LTD | 300 | $1.25K | shares |
| DLTRDOLLAR TREE INC | 10 | $1.23K | shares |
| STLASTELLANTIS N.V | 100 | $1.09K | shares |
| ACWVISHARES INC | 9 | $1.07K | shares |
| AOMRANGEL OAK MORTGAGE REIT INC | 121 | $1.04K | shares |
| VFCV F CORP | 57 | $1.03K | shares |
| SCHYSCHWAB STRATEGIC TR | 30 | $904 | shares |
| RIOTRIOT PLATFORMS INC | 69 | $874 | shares |
| XPEVXPENG INC | 40 | $811 | shares |
| FLDRFIDELITY MERRIMACK STR TR | 16 | $804 | shares |
| NGDNEW GOLD INC | 90 | $784 | shares |
| SNASNAP ON INC | 2 | $689 | shares |
| FORWARD INDUSTRIES INC COM …FORWARD INDUSTRIES INC COM NEW | 100 | $661 | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 13 | $563 | shares |
| FLNAFILANA THERAPEUTICS INC | 275 | $545 | shares |
| QSQUANTUMSCAPE CORP | 50 | $521 | shares |
| BYLDISHARES TR | 20 | $455 | shares |
| FDLFIRST TR EXCHANGE-TRADED FD | 10 | $443 | shares |
| JBLUJETBLUE AIRWAYS CORP | 80 | $364 | shares |
| PONYPONY AI INC | 24 | $348 | shares |
| CUBECUBESMART | 7 | $252 | shares |
| IMCVISHARES TR | 3 | $249 | shares |
| WRBYWARBY PARKER INC | 10 | $218 | shares |
| AALAMERICAN AIRLINES GROUP INC | 8 | $123 | shares |
| NVTSNAVITAS SEMICONDUCTOR CORP | 13 | $93 | shares |
| GTLBGITLAB INC | 2 | $75 | shares |
| TOSTTOAST INC | 2 | $71 | shares |
| OSONESTREAM INC | 3 | $55 | shares |
| RADXRADIOPHARM THERANOSTICS LTD | 10 | $52 | shares |
| HIHILLENBRAND INC | 0 | $5 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001720777-26-000001 | base | 2026-05-12 | acceptance time not in the bulk data set |