Schneider Downs Wealth Management Advisors, LP
Schneider Downs Wealth Management Advisors, LP reported 177 holdings worth US$1.06B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Schneider Downs Wealth Management Advisors, LP reported 177 holdings worth US$1.06B as of Jun 30, 2026. Largest: Federated Hermes, Inc., Apple Inc and Microsoft Corp. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 177
- Value as reported
- US$1.06B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Federated Hermes, Inc. | 3.55M | US$196M | 18.4% |
| Apple Inc | 36,791 | US$10.6M | 1.0% |
| Microsoft Corp. | 25,438 | US$9.49M | 0.89% |
| Alphabet Inc (google) Class C | 18,352 | US$6.56M | 0.62% |
| Porch Group, Inc. | 274K | US$4.12M | 0.39% |
| Raymond James Financial, Inc. | 21,840 | US$3.32M | 0.31% |
| Berkshire Hathaway Inc. | 6,554 | US$3.28M | 0.31% |
| Pnc Financial Services Group, Inc. (the) | 12,192 | US$3M | 0.28% |
| Jp Morgan Chase & Co. | 8,889 | US$2.91M | 0.27% |
| Amazon.com, Inc. | 10,849 | US$2.59M | 0.24% |
| Exxon Mobil Corporation | 16,927 | US$2.31M | 0.22% |
| Brookfield Corporation | 48,234 | US$2.05M | 0.19% |
| Nvidia Corporation | 8,335 | US$1.67M | 0.16% |
| Remitly Global, Inc. | 62,848 | US$1.41M | 0.13% |
| Tjx Companies, Inc. (the) | 9,099 | US$1.38M | 0.13% |
| Rocket Lab Corporation | 11,610 | US$1.18M | 0.11% |
| Walmart Inc. | 9,902 | US$1.12M | 0.11% |
| Costco Wholesale Corporation | 1,181 | US$1.1M | 0.10% |
| Caterpillar, Inc. | 1,017 | US$1.08M | 0.10% |
| Visa Inc. | 3,031 | US$1.04M | 0.10% |
| Broadcom Inc. | 2,721 | US$1.03M | 0.10% |
| Meta Platforms, Inc. | 1,760 | US$991K | 0.09% |
| Amgen Inc. | 2,628 | US$952K | 0.09% |
| Johnson & Johnson | 3,705 | US$941K | 0.09% |
| Advanced Micro Devices Inc | 1,463 | US$850K | 0.08% |
| Trimas Corporation | 18,474 | US$832K | 0.08% |
| Park-ohio Holdings Corp. | 21,500 | US$827K | 0.08% |
| Slide Insurance Holdings, Inc. | 40,429 | US$783K | 0.07% |
| Cbiz, Inc. | 23,315 | US$748K | 0.07% |
| Asml Holding Nv | 346 | US$688K | 0.06% |
| Manulife Financial Corporation | 15,840 | US$642K | 0.06% |
| Abbvie Inc. | 2,505 | US$630K | 0.06% |
| Cisco Systems, Inc. | 5,223 | US$613K | 0.06% |
| Nextera Energy, Inc. | 6,832 | US$600K | 0.06% |
| Rtx Corporation | 3,054 | US$579K | 0.05% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 15,057 | US$549K | 0.05% |
| Oracle Corporation | 3,721 | US$545K | 0.05% |
| Lam Research Corporation | 1,244 | US$539K | 0.05% |
| The Bank Of New York Mellon Corporation | 3,647 | US$527K | 0.05% |
| Micron Technology, Inc. | 452 | US$522K | 0.05% |
| Uber Technologies, Inc. | 6,675 | US$482K | 0.05% |
| Tesla, Inc. | 1,128 | US$474K | 0.04% |
| Pepsico, Inc. | 3,482 | US$471K | 0.04% |
| Mcdonald's Corporation | 1,658 | US$448K | 0.04% |
| Netflix, Inc. | 6,200 | US$443K | 0.04% |
| Merck & Company, Inc. | 3,068 | US$394K | 0.04% |
| International Business Machines Corporation | 1,383 | US$389K | 0.04% |
| Home Depot, Inc. (the) | 1,089 | US$384K | 0.04% |
| Coherent Corp. | 930 | US$367K | 0.03% |
| Procter & Gamble Company (the) | 2,487 | US$365K | 0.03% |
| Paccar Inc. | 3,016 | US$362K | 0.03% |
| Altria Group, Inc. | 4,806 | US$346K | 0.03% |
| Welltower Inc. | 1,487 | US$338K | 0.03% |
| Brookfield Asset Management Inc | 7,149 | US$321K | 0.03% |
| Thermo Fisher Scientific Inc | 628 | US$315K | 0.03% |
| Abbott Laboratories | 3,313 | US$301K | 0.03% |
| D-wave Quantum Inc. | 12,500 | US$300K | 0.03% |
| Philip Morris International Inc | 1,598 | US$289K | 0.03% |
| American Express Company | 853 | US$289K | 0.03% |
| Eli Lilly And Company | 215 | US$258K | 0.02% |
| Siriusxm Holdings Inc. | 7,871 | US$233K | 0.02% |
| Chevron Corporation | 1,372 | US$227K | 0.02% |
| Bank Of America Corporation | 3,982 | US$227K | 0.02% |
| Nvr, Inc. | 33 | US$225K | 0.02% |
| Manhattan Bridge Capital, Inc | 48,350 | US$219K | 0.02% |
| Charles Schwab Corporation (the) | 2,339 | US$216K | 0.02% |
| Coca-cola Company (the) | 2,654 | US$216K | 0.02% |
| Applied Materials, Inc. | 286 | US$207K | 0.02% |
| Union Pacific Corporation | 760 | US$207K | 0.02% |
| American Water Works Company, Inc. | 1,568 | US$206K | 0.02% |
| Parker-hannifin Corporation | 209 | US$204K | 0.02% |
| Peloton Interactive, Inc. | 12,310 | US$72,753 | <0.01% |
| Trilogy Metals Inc. | 20,600 | US$72,306 | <0.01% |
| Gold Resource Corporation | 23,820 | US$30,014 | <0.01% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Igc Pharma, Inc. | 0 | US$0 | 0.00% |
| S&p Global Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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