SEC Form 13F · Q4 2025

Strategic Wealth Partners, Ltd.

Institutional Holdings Report

13F-HROH
$1.4B
Portfolio Value
1,459
Holdings
Q4 2025
Reporting Period
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Filing Details

Manager
Strategic Wealth Partners, Ltd.
CIK
1720777
Accession No.
0001720777-26-000002
Location
INDEPENDENCE, OH
Form Type
13F-HR
Portfolio Value
$1.4B
Holdings Reported
1,459
Reporting Period
Q4 2025
Filed
May 12, 2026

About this Filing

Strategic Wealth Partners, Ltd. is an institutional investment manager based in INDEPENDENCE, OH reporting approximately $1.4B in 13(f) securities across 1,459 positions as of Q4 2025. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.