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Showing Q3 2025 data
Strategic Wealth Partners, Ltd.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Strategic Wealth Partners, Ltd.
•CIK: 1720777•Filing: Q3 2025
**Strategic Wealth Partners, Ltd.** manages $1.3B across a diverse portfolio of 1,308 positions. The fund exhibits significant concentration in select large-cap technology names, notably holding $96.0M in SWP and $49.8M in MSFT. Further top holdings include substantial allocations to MBB ($39.7M), AAPL ($39.1M), and GOOGL ($34.9M). This structure suggests a conviction-driven, multi-sector approach targeting established market leaders.
Total AUM
$1.3B
+ $658.9K in options
QoQ Performance
+5.4%
Positions
1,305
+ 3 options
Top 10 Concentration
31.7%
Latest Filing
Q3 2025
Top Holdings Allocation
SWP
SWP7.2%
MSFT3.7%
MBB3.0%
AAPL2.9%
GOOGL2.6%
SPSB2.4%
EFA2.4%
AVGO2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.2%
Technology18.8%
Financial6.0%
Healthcare3.4%
Consumer3.0%
ETF2.3%
Industrial1.9%
Utilities1.5%
🚪 Exited Positionssold since Q2 2025
+947 more exited positions
Changes from Q2 2025
NEW12 new positions
↑107 increased
↓76 decreased
Historical Filings
Q3 2025Q2 2025Q4 2024Q3 2024Q1 2024