Strategic Wealth Partners, Ltd. ETF holdings
Independence, OH
Reported $646.1M in 528 ETFs in its Form 13F for June 30, 2026.
ETF value
$646.1M
ETFs held
528
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
40.0%
of $1.6B
Top 10 of 528 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SWP | SWP Growth & Income ETF | $141.7M | 5,084,437 | +266,448 shares |
| MBB | iShares MBS ETF | $48.9M | 517,750 | +31,831 shares |
| EFA | iShares MSCI EAFE ETF | $41.5M | 399,214 | +4,851 shares |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond Index ETF | $40.8M | 1,359,676 | +90,598 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $30.5M | 259,736 | +17,835 shares |
| PID | Invesco International Dividend Achievers ETF | $25.6M | 1,152,976 | +37,791 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $22.5M | 206,245 | +12,265 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $19.3M | 175,051 | +12,268 shares |
| IVV | iShares Core S&P 500 ETF | $16.7M | 22,254 | +612 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $15.8M | 21,185 | +277 shares |
518 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001720777. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Strategic Wealth Partners, Ltd. own?
Strategic Wealth Partners, Ltd. reported 528 ETF positions worth $646.1M in its Form 13F for June 30, 2026. The largest was SWP, at $141.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.