Schneider Downs Wealth Management Advisors, LP
13F Reported Value
ⓘ$906.8M
Holdings
156
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Schneider Downs Wealth Management Advisors, LP disclosed 156 positions worth $906.8M in its Form 13F-HR for Q1 2026, led by $FHI (FEDERATED HERMES, INC.) at 17.1% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $SLDE and a full exit from $FMNB. The portfolio is most concentrated in Other (75.2% of disclosed assets). All figures are sourced directly from Schneider Downs Wealth Management Advisors, LP’s Form 13F-HR filing with the SEC under CIK 1665359.
AI Fund Analysis
Stable
$FHISector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 70.6#301
Quality
$154.7M2,727,878 sh SPDR INDEX SHS FDS
—Quality
$82.4M1,804,741 shVANGUARD INDEX FDS
—Quality
$70.7M246,030 shNEW YORK LIFE INVTS ACTIVE E
—Quality
$62.2M2,579,517 shSCHWAB STRATEGIC TR
—Quality
$47.8M1,640,662 shISHARES INC
—Quality
$44.8M641,602 shISHARES TR
—Quality
$38.3M360,475 shSCHWAB STRATEGIC TR
—Quality
$36.6M1,427,777 shJANUS DETROIT STR TR
—Quality
$31.4M643,344 shISHARES TR
—Quality
$23.7M164,021 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FEDERATED HERMES, INC.$FHI | 70.6#301 | $154.7M | 2,727,878 |
| SPDR INDEX SHS FDS | — | $82.4M | 1,804,741 |
| VANGUARD INDEX FDS | — | $70.7M | 246,030 |
| NEW YORK LIFE INVTS ACTIVE E | — | $62.2M | 2,579,517 |
| SCHWAB STRATEGIC TR | — | $47.8M | 1,640,662 |
| ISHARES INC | — | $44.8M | 641,602 |
| ISHARES TR | — | $38.3M | 360,475 |
| SCHWAB STRATEGIC TR | — | $36.6M | 1,427,777 |
| JANUS DETROIT STR TR | — | $31.4M | 643,344 |
| ISHARES TR | — | $23.7M | 164,021 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Schneider Downs Wealth Management Advisors, LP's 156 positions.
Showing top 10 of 156 holdings.
Sector Allocation
Other
$682.2M
Financials
$176.3M
Technology
$25.5M
Industrials
$7.4M
Consumer Discretionary
$6.8M
Healthcare
$2.6M
Real Estate
$2.2M
Consumer Staples
$1.5M
Full Holdings — Schneider Downs Wealth Management Advisors, LP (Q1 2026)
All 156 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FHI | FEDERATED HERMES, INC. | $154.7M | 17.1% | +2% | 70.6 |
| 2 | — | SPDR INDEX SHS FDS | $82.4M | 9.1% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $70.7M | 7.8% | +1% | — |
| 4 | — | NEW YORK LIFE INVTS ACTIVE E | $62.2M | 6.9% | +6% | — |
| 5 | — | SCHWAB STRATEGIC TR | $47.8M | 5.3% | +2% | — |
| 6 | — | ISHARES INC | $44.8M | 4.9% | +3% | — |
| 7 | — | ISHARES TR | $38.3M | 4.2% | +6% | — |
| 8 | — | SCHWAB STRATEGIC TR | $36.6M | 4.0% | +1% | — |
| 9 | — | JANUS DETROIT STR TR | $31.4M | 3.5% | -9% | — |
| 10 | — | ISHARES TR | $23.7M | 2.6% | +3% | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F | $21.8M | 2.4% | +15% | — |
| 12 | — | ISHARES TR | $17.7M | 1.9% | +1% | — |
| 13 | — | FIDELITY MERRIMACK STR TR | $16.3M | 1.8% | +9% | — |
| 14 | — | SCHWAB STRATEGIC TR | $14.3M | 1.6% | +3% | — |
| 15 | — | VANGUARD TAX-MANAGED FDS | $14.0M | 1.5% | -0% | — |
| 16 | — | VANGUARD INDEX FDS | $13.6M | 1.5% | +1% | — |
| 17 | — | FEDERATED HERMES ETF TRUST | $13.1M | 1.4% | +14% | — |
| 18 | — | ISHARES TR | $12.6M | 1.4% | -1% | — |
| 19 | — | VANGUARD INDEX FDS | $10.3M | 1.1% | +2% | — |
| 20 | — | SCHWAB STRATEGIC TR | $8.9M | 1.0% | -0% | — |
| 21 |  $AAPL | Apple Inc. | $8.6M | 0.9% | -1% | 76.1 |
| 22 | — | ISHARES TR | $7.5M | 0.8% | -1% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $7.4M | 0.8% | +1% | — |
| 24 | — | VANGUARD MUN BD FDS | $7.3M | 0.8% | -2% | — |
| 25 | — | ISHARES TR | $5.9M | 0.7% | -0% | — |
| 26 | — | JOHN HANCOCK EXCHANGE TRADED | $5.2M | 0.6% | -0% | — |
| 27 | — | RBB FUND TRUST | $5.1M | 0.6% | +18% | — |
| 28 |  $MSFT | MICROSOFT CORP | $4.7M | 0.5% | -5% | 83.7 |
| 29 | — | ISHARES TR | $3.9M | 0.4% | +1% | — |
| 30 | — | ISHARES TR | $3.2M | 0.3% | +0% | — |
| 31 |  $RJF | RAYMOND JAMES FINANCIAL INC | $3.1M | 0.3% | -0% | 63.8 |
| 32 | — | SCHWAB STRATEGIC TR | $3.0M | 0.3% | -0% | — |
| 33 |  $GLD | SPDR GOLD TRUST | $2.9M | 0.3% | +4% | — |
| 34 | — | ISHARES TR | $2.9M | 0.3% | +0% | — |
| 35 | — | VANGUARD INDEX FDS | $2.9M | 0.3% | +2% | — |
| 36 | — | VANGUARD SCOTTSDALE FDS | $2.9M | 0.3% | +0% | — |
| 37 |  $GOOG | Alphabet Inc. | $2.7M | 0.3% | +0% | 80.2 |
| 38 | — | NEW YORK LIFE INVTS ACTIVE E | $2.7M | 0.3% | +2% | — |
| 39 | — | ISHARES TR | $2.6M | 0.3% | +0% | — |
| 40 | — | SPDR SERIES TRUST | $2.6M | 0.3% | -1% | — |
| 41 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.3% | -1% | 35.6 |
| 42 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.5M | 0.3% | -0% | 70.9 |
| 43 |  $GOOGL | Alphabet Inc. | $2.4M | 0.3% | +1% | 80.2 |
| 44 | — | ISHARES TR | $2.3M | 0.3% | +0% | — |
| 45 | — | DIMENSIONAL ETF TRUST | $2.2M | 0.3% | +0% | — |
| 46 | — | SCHWAB STRATEGIC TR | $2.2M | 0.2% | +8% | — |
| 47 | — | VANGUARD INDEX FDS | $2.2M | 0.2% | +2% | — |
| 48 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.2% | +0% | 64.5 |
| 49 | — | VANGUARD INDEX FDS | $2.1M | 0.2% | -1% | — |
| 50 |  $AMZN | AMAZON COM INC | $2.1M | 0.2% | +1% | 74.6 |
| 51 |  $PRCH | Porch Group, Inc. | $2.0M | 0.2% | -0% | 38.7 |
| 52 |  $BN | BROOKFIELD Corp /ON/ | $2.0M | 0.2% | +0% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.2% | +7% | — |
| 54 | — | ISHARES TR | $1.6M | 0.2% | +1% | — |
| 55 |  $TJX | TJX COMPANIES INC /DE/ | $1.4M | 0.1% | -0% | 70.7 |
| 56 | — | SCHWAB STRATEGIC TR | $1.4M | 0.1% | -1% | — |
| 57 | — | ISHARES TR | $1.4M | 0.1% | +1% | — |
| 58 |  $NVDA | NVIDIA CORP | $1.3M | 0.1% | +1% | 90.2 |
| 59 | — | VANECK ETF TRUST | $1.3M | 0.1% | +3% | — |
| 60 |  $WMT | Walmart Inc. | $1.2M | 0.1% | -0% | 63.2 |
| 61 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | +0% | 67 |
| 62 | — | ISHARES TR | $1.1M | 0.1% | +3% | — |
| 63 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 64 | — | VANGUARD INDEX FDS | $1.0M | 0.1% | +0% | — |
| 65 | — | ISHARES TR | $1.0M | 0.1% | -4% | — |
| 66 |  $META | Meta Platforms, Inc. | $1.0M | 0.1% | +36% | 80.9 |
| 67 | — | VANGUARD SCOTTSDALE FDS | $986,895 | 0.1% | -1% | — |
| 68 |  $RELY | Remitly Global, Inc. | $984,829 | 0.1% | +0% | 66 |
| 69 |  $V | VISA INC. | $958,706 | 0.1% | -0% | 83.5 |
| 70 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $935,694 | 0.1% | -0% | — |
| 71 | — | ISHARES TR | $928,609 | 0.1% | +0% | — |
| 72 | — | SELECT SECTOR SPDR TR | $907,516 | 0.1% | +0% | — |
| 73 | — | ISHARES TR | $903,216 | 0.1% | +0% | — |
| 74 | — | ISHARES TR | $886,336 | 0.1% | +1% | — |
| 75 |  $JNJ | JOHNSON & JOHNSON | $839,954 | 0.1% | -0% | 72.8 |
| 76 |  $GBTC | Grayscale Bitcoin Trust ETF | $779,266 | 0.1% | +19% | — |
| 77 |  $STT | STATE STREET CORP | $761,827 | 0.1% | +0% | 61.5 |
| 78 |  $SLDE | Slide Insurance Holdings, Inc. | $727,722 | 0.1% | NEW | 51.3 |
| 79 |  $CAT | CATERPILLAR INC | $719,087 | 0.1% | +0% | 67.8 |
| 80 |  $RKLB | Rocket Lab Corp | $707,769 | 0.1% | +0% | 37.2 |
| 81 |  $TRS | TRIMAS CORP | $663,956 | 0.1% | +0% | 47.8 |
| 82 | — | STATE STR SPDR DOW JONES IND | $657,267 | 0.1% | +0% | — |
| 83 |  $AVGO | Broadcom Inc. | $651,210 | 0.1% | -19% | 86.4 |
| 84 |  $RTX | RTX Corp | $636,763 | 0.1% | +5% | 70 |
| 85 |  $ETN | Eaton Corp plc | $636,653 | 0.1% | -2% | — |
| 86 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $635,762 | 0.1% | +3% | — |
| 87 |  $NEE | NEXTERA ENERGY INC | $634,520 | 0.1% | -0% | 71.7 |
| 88 |  $CBZ | CBIZ, Inc. | $623,323 | 0.1% | +0% | 67 |
| 89 | — | ISHARES TR | $609,306 | 0.1% | -8% | — |
| 90 | — | SCHWAB STRATEGIC TR | $584,727 | 0.1% | +0% | — |
| 91 |  $NFLX | NETFLIX INC | $573,054 | 0.1% | -0% | 86.7 |
| 92 |  $UBER | Uber Technologies, Inc | $563,941 | 0.1% | +15% | 79.3 |
| 93 |  $MFC | MANULIFE FINANCIAL CORP | $545,530 | 0.1% | +0% | — |
| 94 |  $ABBV | AbbVie Inc. | $544,813 | 0.1% | -0% | 59.3 |
| 95 |  $BRK.B | BERKSHIRE HATHAWAY INC | $544,094 | 0.1% | +0% | 64.5 |
| 96 |  $BIP | Brookfield Infrastructure Partners L.P. | $543,859 | 0.1% | +0% | — |
| 97 |  $ORCL | ORACLE CORP | $542,248 | 0.1% | -0% | 67.2 |
| 98 |  $MCD | MCDONALDS CORP | $537,667 | 0.1% | -0% | 73.9 |
| 99 |  $AMGN | AMGEN INC | $527,775 | 0.1% | +0% | 79.5 |
| 100 | — | INNOVATOR ETFS TRUST | $520,967 | 0.1% | +0% | — |
| 101 |  $NU | Nu Holdings Ltd. | $472,319 | 0.1% | +3% | — |
| 102 | — | FEDERATED HERMES ETF TRUST | $469,454 | 0.1% | +0% | — |
| 103 | — | SELECT SECTOR SPDR TR | $457,755 | 0.1% | +0% | — |
| 104 |  $SLV | iShares Silver Trust | $445,432 | 0.1% | +0% | — |
| 105 | — | VANGUARD SPECIALIZED FUNDS | $443,239 | 0.1% | +0% | — |
| 106 |  $IVZ | Invesco Ltd. | $439,500 | 0.1% | +0% | — |
| 107 |  $CSCO | CISCO SYSTEMS, INC. | $434,737 | 0.1% | -0% | 72.3 |
| 108 | — | SPDR SERIES TRUST | $429,304 | 0.1% | +0% | — |
| 109 |  $PEP | PEPSICO INC | $418,507 | 0.1% | -0% | 62.7 |
| 110 |  $ASML | ASML HOLDING NV | $409,458 | 0.1% | +0% | — |
| 111 |  $__PARK_1390777 | Bank of New York Mellon Corp | $407,495 | 0.0% | -0% | 36.7 |
| 112 | — | ISHARES TR | $385,183 | 0.0% | +0% | — |
| 113 | — | VANGUARD WORLD FD | $379,363 | 0.0% | -6% | — |
| 114 |  $MRK | Merck & Co., Inc. | $364,599 | 0.0% | -0% | 70.9 |
| 115 |  $HD | HOME DEPOT, INC. | $358,201 | 0.0% | +0% | 69.2 |
| 116 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $353,405 | 0.0% | +0% | 66.7 |
| 117 |  $PCAR | PACCAR INC | $348,341 | 0.0% | +0% | 56.5 |
| 118 |  $XOM | EXXON MOBIL CORP | $331,516 | 0.0% | +1% | 61.8 |
| 119 |  $BAM | Brookfield Asset Management Ltd. | $317,774 | 0.0% | +0% | — |
| 120 |  $MO | ALTRIA GROUP, INC. | $317,148 | 0.0% | -0% | 72.1 |
| 121 |  $ABT | ABBOTT LABORATORIES | $310,885 | 0.0% | -0% | 67 |
| 122 |  $LIN | LINDE PLC | $308,859 | 0.0% | +0% | — |
| 123 | — | INNOVATOR ETFS TRUST | $305,855 | 0.0% | +0% | — |
| 124 |  $DOV | DOVER Corp | $299,463 | 0.0% | +0% | 63.1 |
| 125 | — | SELECT SECTOR SPDR TR | $296,909 | 0.0% | +0% | — |
| 126 | — | ISHARES TR | $296,427 | 0.0% | +0% | — |
| 127 |  $WELL | WELLTOWER INC. | $293,995 | 0.0% | +0% | 75.7 |
| 128 | — | SPDR SERIES TRUST | $289,085 | 0.0% | +0% | — |
| 129 | — | VANGUARD INDEX FDS | $284,372 | 0.0% | +0% | — |
| 130 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $278,150 | 0.0% | +0% | — |
| 131 |  $CVX | CHEVRON CORP | $274,350 | 0.0% | NEW | 54.7 |
| 132 |  $PM | Philip Morris International Inc. | $271,323 | 0.0% | +4% | 80.5 |
| 133 |  $CB | Chubb Ltd | $267,911 | 0.0% | +0% | — |
| 134 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $263,297 | 0.0% | -0% | 63.7 |
| 135 |  $AXP | AMERICAN EXPRESS CO | $257,108 | 0.0% | -6% | 73.2 |
| 136 |  $HON | HONEYWELL INTERNATIONAL INC | $254,284 | 0.0% | +0% | 65.7 |
| 137 | — | GLOBAL X FDS | $252,032 | 0.0% | NEW | — |
| 138 | — | VANGUARD INDEX FDS | $248,226 | 0.0% | +0% | — |
| 139 | — | VANGUARD INDEX FDS | $245,356 | 0.0% | +0% | — |
| 140 |  $PG | PROCTER & GAMBLE Co | $245,260 | 0.0% | -6% | 72.9 |
| 141 | — | TCW ETF TRUST | $242,253 | 0.0% | +7% | — |
| 142 | — | SPDR SERIES TRUST | $239,459 | 0.0% | +0% | — |
| 143 |  $SPGI | S&P Global Inc. | $231,385 | 0.0% | -0% | 79.4 |
| 144 | — | ISHARES TR | $230,057 | 0.0% | +0% | — |
| 145 |  $COHR | COHERENT CORP. | $221,536 | 0.0% | -30% | 64 |
| 146 | — | ISHARES TR | $220,599 | 0.0% | +0% | — |
| 147 |  $NVR | NVR INC | $217,465 | 0.0% | +0% | 62.3 |
| 148 |  $SCHW | SCHWAB CHARLES CORP | $215,936 | 0.0% | +0% | 77.2 |
| 149 |  $AWK | American Water Works Company, Inc. | $213,390 | 0.0% | +0% | 61.7 |
| 150 | — | ISHARES TR | $207,033 | 0.0% | -82% | — |
| 151 | — | ISHARES TR | $205,232 | 0.0% | +0% | — |
| 152 |  $KO | COCA COLA CO | $201,229 | 0.0% | NEW | 74 |
| 153 | — | ISHARES TR | $188,131 | 0.0% | +0% | — |
| 154 |  $QBTS | D-Wave Quantum Inc. | $180,375 | 0.0% | +0% | 24.7 |
| 155 |  $GORO | GOLD RESOURCE CORP | $28,584 | 0.0% | +0% | 22.1 |
| 156 |  $IGC | IGC Pharma, Inc. | $2,630 | 0.0% | NEW | — |
New Positions (5)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Schneider Downs Wealth Management Advisors, LP including:
Track Schneider Downs Wealth Management Advisors, LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Schneider Downs Wealth Management Advisors, LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Schneider Downs Wealth Management Advisors, LP
13F Pro is an AI hedge fund tracker and stock research platform. For Schneider Downs Wealth Management Advisors, LP (SEC CIK: 1665359), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Schneider Downs Wealth Management Advisors, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.