Strategic Wealth Partners, Ltd.
SEC Form 13F institutional filer · CIK 0001720777
13F-HR · 434 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$0.83B
Top-10 concentration
33.3%
Strategic Wealth Partners, Ltd. — $829M AUM allocation strategy
Strategic Wealth Partners, Ltd. files SEC Form 13F and reports $829M of long US equity value across 434 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.3%, followed by Financials 9.0% and Communication Services 6.7%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Strategic Wealth Partners, Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$829M
total across 434 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPGI +122K sh · +$7.93M+$DAL +90.8K sh · +$6.03M+$IVZ +52K sh · +$1.41M
Biggest trims (shares)
−$NKE −104K sh · −$6.64M−$DUK −46.3K sh · −$5.34M−$BKR −45K sh · +$627K
Exited to nil (held last quarter, gone now)
$CRL ($6.38K last qtr)$KEY ($4.91K last qtr)$SWK ($1.86K last qtr)$WYNN ($1.32K last qtr)$DLTR ($1.23K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks6.9%—
- Interactive Media & Services6.7%—
- Semiconductors5.5%—
- Systems Software5.1%—
- Technology Hardware, Storage & Peripherals4.6%—
- Industrial REITs2.2%—
- IT Consulting & Other Services2.2%—
- Diversified Banks2.1%—
- Other holdings64.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 114K | $42.1M | +23.9K | 5.1% |
| $AAPL | Apple Inc | 149K | $37.8M | +1.34K | 4.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 131K | $37.7M | +2.71K | 4.5% |
| $AVGO | Broadcom Inc | 87.5K | $27.1M | +2.43K | 3.3% |
| $IVZ | Invesco Ltd | 1.13M | $26.5M | +52K | 3.2% |
| $NVDA | NVIDIA Corporation | 107K | $18.6M | +6.12K | 2.2% |
| $PLD | Prologis Inc | 139K | $18.4M | +3.6K | 2.2% |
| $META | Meta Platforms Inc | 31.4K | $18M | +1.2K | 2.2% |
| $IBM | International Business Machines Corporation | 73.8K | $17.9M | +2.28K | 2.2% |
…and 425 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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