Data as of Q4 2025 (Dec 31, 2025)

Schneider Downs Wealth Management Advisors, LP

•CIK: 1665359•Filing: Q4 2025

**Schneider Downs Wealth Management Advisors, LP** manages $887M across a diversified portfolio of 156 positions. The fund exhibits significant allocations to sector-specific and thematic ETFs, notably holding FHI at $138.7M and SPDW at $78.8M. Further concentration is visible in broad market exposure via VO ($70.4M) and MMIT ($59.0M). This positioning suggests a tactical approach emphasizing fixed income, specialized indices, and growth sectors.

Total AUM
$887.1M
QoQ Performance
+5.3%
Positions
101
Top 10 Concentration
64.6%
Latest Filing
Q4 2025

Top Holdings Allocation

FHI
SPDW
VO
MMIT
SCHG
FHI15.6%
SPDW8.9%
VO7.9%
MMIT6.7%
SCHG5.9%
IEMG4.7%
SCHX4.3%
MUB4.1%

📈 Biggest Buys

VNLA
JANUS DETROIT STR TR
+33.0%
3.9% of portfolio
MMIT
NEW YORK LIFE INVTS ACTIVE E
+8.2%
6.7% of portfolio
MUB
ISHARES TR
+8.7%
4.1% of portfolio
SPDW
SPDR INDEX SHS FDS
+2.8%
8.9% of portfolio
JPIE
J P MORGAN EXCHANGE TRADED F
+12.7%
2.1% of portfolio

📉 Biggest Sells

XOM
EXXON MOBIL CORP
-88.3%
0.0% of portfolio
AMGN
AMGEN INC
-44.4%
0.1% of portfolio
SPY
SPDR S&P 500 ETF TR
-1.7%
0.9% of portfolio
IJS
ISHARES TR
-11.5%
0.1% of portfolio
VTEB
VANGUARD MUN BD FDS
-1.2%
0.9% of portfolio

Sector Breakdown

Other91.6%
Technology2.9%
ETF2.9%
Financial1.2%
Consumer0.7%
Healthcare0.3%
Industrial0.2%
Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

PKOH
PARK-OHIO HLDGS CORP
SOLD
$460.0K
AGG
ISHARES TR
SOLD
$311.9K
BWIN
THE BALDWIN INSURANCE GRP IN
SOLD
$231.3K
ISCB
ISHARES TR
SOLD
$226.6K

Changes from Q3 2025

NEW12 new positions
↑71 increased
↓23 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

FHI15.6%
FEDERATED HERMES INC
$138.7M
SPDW8.9%
SPDR INDEX SHS FDS
$78.8M
VO7.9%
VANGUARD INDEX FDS
$70.4M
MMIT6.7%
NEW YORK LIFE INVTS ACTIVE E
$59.0M
SCHG5.9%
SCHWAB STRATEGIC TR
$52.5M

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