Holdings
Strategic Wealth Partners, Ltd.
As of Jun 30, 2026, Strategic Wealth Partners, Ltd. reported 814 positions worth US$915M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 141K | US$50.5M | −8,072 | Jun 30, 2026 |
| Microsoft Corp. | 122K | US$45.6M | +8,541 | Jun 30, 2026 |
| Apple Inc | 154K | US$44.7M | +5,603 | Jun 30, 2026 |
| Broadcom Inc. | 91,809 | US$34.7M | +4,283 | Jun 30, 2026 |
| Meta Platforms, Inc. | 45,403 | US$25.6M | +13,996 | Jun 30, 2026 |
| International Business Machines Corporation | 83,442 | US$23.5M | +9,682 | Jun 30, 2026 |
| Nvidia Corporation | 106K | US$21.3M | −73 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 63,666 | US$20.8M | +3,549 | Jun 30, 2026 |
| Prologis, Inc. | 149K | US$20.2M | +10,070 | Jun 30, 2026 |
| Oracle Corporation | 136K | US$19.9M | +21,539 | Jun 30, 2026 |