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Manager record

Strategic Wealth Partners, Ltd.

Independence, OH · CIK 1720777 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.62BReported 13F valueQ2 2026 · as filed
1,463Holdings listed
+14.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.2B$1.2BQ2 2025321 holdingsQ3 2025: $1.3B$1.3BQ3 20251,316 holdingsQ4 2025: $1.4B$1.4BQ4 20251,459 holdingsQ1 2026: $1.4B$1.4BQ1 2026309 holdingsQ2 2026: $1.6B$1.6BQ2 20261,463 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$1.62B · 1,463 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q4 2025

$1.41B · 1,459 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$1.41B · 309 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$1.34B · 1,316 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$1.24B · 321 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology