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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Wealth Partners Ltd
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| CRD # | 148586 |
| SEC # | 801-79487 |
| CIK # | 0001682677, 0001720777 |
| AUM | $1.3 B (2025-07-23) |
| Employees | 19 (100% Investors, 0% Brokers) |
| Phone | 216-800-9000 |
| Address | 5005 Rockside Road Independence, OH 44131-6829 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001682677 0001720777 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 53.0 | ||
| Apple Inc | 34.2 | ||
| Broadcom Inc | 28.0 | ||
| Alphabet Inc | 27.2 | ||
| Oracle Corp | 21.9 | ||
| Nvidia Corp | 18.3 | ||
| J P Morgan Chase & Co | 18.0 | ||
| Amazon Com Inc | 16.4 | ||
| Salesforce Com Inc | 14.7 | ||
| Philip Morris International Inc | 14.0 | ||
| Lilly Eli & Co | 13.7 | ||
| Goldman Sachs Group Inc | 12.4 | ||
| Blackstone Group LP | 12.0 | ||
| Astrazeneca PLC | 11.9 | ||
| Digital Realty Trust Inc | 11.7 | ||
| International Business Machines Corp | 11.5 | ||
| United Technologies Corp /DE/ | 11.5 | ||
| VISA Inc | 11.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 884 | 156.8 |
| (b) Individuals (high net worth individuals) | 885 | 1,089.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 67.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,669 | 1,324.2 |
| By Discretionary | ||
| Discretionary | 3,632 | 1,311.9 |
| Non-Discretionary | 37 | 12.3 |
| Total | 3,669 | 1,324.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,323.2 | |
| Total | 3,669 | 1,324.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001682677] | |
| 13F-HR | [0001720777] |
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|---|---|---|
|
SCF Investment Advisors Inc
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|
CA | 1.3 |
|
Momentum Independent Network Inc
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TX | 1.3 |
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Lyell Wealth Management LP
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CA | 1.3 |
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Wingate Wealth Advisors Inc
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MA | 1.3 |
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Beam Wealth Advisors Inc
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LA | 1.3 |
|
Means Investment Co Inc
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ME | 1.3 |
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Heartwood Wealth Advisors LLC
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VA | 1.3 |
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Pbmares Wealth Management LLC
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|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
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|
IL | 1.3 |
|
Triune Financial Partners LLC
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|
KS | 1.3 |