Schneider Downs Wealth Management Advisors, LP
Sector Allocation
- Other71.6%$770.7M
- Financials20.8%$223.5M
- Technology4.6%$49.5M
- Industrials1.0%$10.4M
- Consumer Discretionary0.6%$6.0M
- Healthcare0.5%$4.9M
- Consumer Staples0.4%$3.9M
- Energy0.3%$3.5M
- Real Estate0.2%$2.3M
- Materials0.1%$820,355
AUM History
13fpro.ai/research/fund/schneider-downs-wealth-management-advisors-lp-1665359
Conviction and streaks
Stable · top 10 = 64.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
FHI
$197.7M- SPDR$93.0M
- VANGUARD$78.6M
- NYLIM$60.6M
- SCHWAB$60.5M
- ISHARES$53.3M
- SCHWAB$43.8M
- JANUS$40.2M
- ISHARES$38.4M
- ISHARES$27.7M
- J$26.4M
- ISHARES$20.7M
- FIDELITY$17.1M
- VANGUARD$16.0M
- VANGUARD$15.9M
- SCHWAB$15.6M
- FEDERATED$14.6M
MSFT
$13.7M- ISHARES$13.5M
AAPL
$13.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/schneider-downs-wealth-management-advisors-lp-1665359
Schneider Downs Wealth Management Advisors, LP 13F holdings — Q3 2026
$1.1B portfolio (+1.2% QoQ) · 181 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
$197.7M
18.4% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld- 2
SPDR INDEX SHS FDS - ST STR PO EX ETF
$93.0M
8.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR MID CAP
$78.6M
7.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
NYLIM ACTIVE ETF TR - MACKAY MUN INTER
$60.6M
5.6% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US LCAP GR ETF
$60.5M
5.6% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES INC - CORE MSCI EMKT
$53.3M
5.0% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US LRG CAP ETF
$43.8M
4.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
JANUS DETROIT STR TR - HENDRSN SHRT ETF
$40.2M
3.7% of stocks
+24%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - NATIONAL MUN ETF
$38.4M
3.6% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - S&P SML 600 GWT
$27.7M
2.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $197.7M | 18.4% | -1% | 0.0% | 11+ qtrs | 68.6#297 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $93.0M | 8.6% | +2% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $78.6M | 7.3% | -0.2% | — | — | — | — | |
| 4 | NYLIM ACTIVE ETF TR - MACKAY MUN INTER | $60.6M | 5.6% | -0.3% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $60.5M | 5.6% | +0.3% | — | — | — | — | |
| 6 | ISHARES INC - CORE MSCI EMKT | $53.3M | 5.0% | +0.7% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $43.8M | 4.1% | +2% | — | — | — | — | |
| 8 | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $40.2M | 3.7% | +24% | — | — | — | — | |
| 9 | ISHARES TR - NATIONAL MUN ETF | $38.4M | 3.6% | -0.7% | — | — | — | — | |
| 10 | ISHARES TR - S&P SML 600 GWT | $27.7M | 2.6% | +2% | — | — | — | — |
All holdings — Schneider Downs Wealth Management Advisors, LP (Q3 2026)
181 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund | — | $26.4M | 2.5% | 587K | +10% | — | — | 13F |
| 12 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $20.7M | 1.9% | 165K | -0.7% | — | — | 13F |
| 13 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $17.1M | 1.6% | 396K | +5% | — | — | 13F |
| 14 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $16.0M | 1.5% | 227K | +0.8% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $15.9M | 1.5% | 23K | +3% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $15.6M | 1.4% | 459K | +2% | — | — | 13F |
| 17 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETFetf/fund | — | $14.6M | 1.4% | 610K | +5% | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $13.7M | 1.3% | 27K | +5% | 11+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 19 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $13.5M | 1.3% | 99K | +2% | — | — | 13F |
| 20 | Apple Inc. | Technology | $13.0M | 1.2% | 39K | +6% | 11+ qtrsAdded 2 qtrs in a row | 75.7 | 13F | |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund | — | $10.8M | 1.0% | 32K | -3% | — | — | 13F |
| 22 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $8.9M | 0.8% | 268K | -6% | — | — | 13F |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $8.3M | 0.8% | 11K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 24 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $7.9M | 0.7% | 74K | -0.3% | — | — | 13F |
| 25 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $7.0M | 0.7% | 139K | +16% | — | — | 13F |
| 26 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $6.3M | 0.6% | 134K | -5% | |||
| 27 | — | ISHARES TR - MSCI EAFE ETF | — | $6.3M | 0.6% | 61K | -0.9% | |||
| 28 | — | JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP | — | $6.0M | 0.6% | 68K | +4% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $5.5M | 0.5% | 7,221 | -2% | |||
| 30 | $PRCH | Porch Group, Inc. | Technology | $4.6M | 0.4% | 275K | +0.4% | |||
| 31 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $4.4M | 0.4% | 19K | +6% | |||
| 32 | — | ISHARES TR - CORE MSCI EAFE | — | $3.7M | 0.3% | 39K | -1% | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $3.7M | 0.3% | 11K | +5% | |||
| 34 | $GLD | SPDR GOLD TRUST | Financials | $3.5M | 0.3% | 9,187 | +22% | |||
| 35 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.5M | 0.3% | 24K | -4% | |||
| 36 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $3.5M | 0.3% | 22K | +0.0% | |||
| 37 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $3.3M | 0.3% | 119K | -0.2% | |||
| 38 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $3.2M | 0.3% | 25K | -0.9% | |||
| 39 | — | ISHARES TR - ESG MSCI KLD ETF | — | $3.2M | 0.3% | 22K | — | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.1M | 0.3% | 13K | +16% | |||
| 41 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.1M | 0.3% | 35K | — | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $3.1M | 0.3% | 9,258 | +4% | |||
| 43 | $GOOG | Alphabet Inc. | Technology | $3.0M | 0.3% | 8,728 | +5% | |||
| 44 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $2.9M | 0.3% | 7,626 | -0.1% | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.8M | 0.3% | 17K | +3% | |||
| 46 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.7M | 0.3% | 12K | +0.3% | |||
| 47 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.6M | 0.2% | 58K | — | |||
| 48 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.5M | 0.2% | 11K | — | |||
| 49 | $NVDA | NVIDIA CORP | Technology | $2.4M | 0.2% | 10K | +25% | |||
| 50 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $2.3M | 0.2% | 8,103 | -3% | |||
| 51 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.2% | 3 | — | |||
| 52 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $2.2M | 0.2% | 61K | — | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $2.2M | 0.2% | 5,019 | +5% | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $2.1M | 0.2% | 22K | -5% | |||
| 55 | — | NYLIM ACTIVE ETF TR - MACK MU INSD ETF | — | $1.8M | 0.2% | 82K | -28% | |||
| 56 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $1.8M | 0.2% | 49K | +2% | |||
| 57 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.7M | 0.2% | 24K | -0.5% | |||
| 58 | $META | Meta Platforms, Inc. | Technology | $1.6M | 0.1% | 2,190 | +24% | |||
| 59 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.5M | 0.1% | 15K | -7% | |||
| 60 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.5M | 0.1% | 47K | -0.4% | |||
| 61 | $RELY | Remitly Global, Inc. | Industrials | $1.4M | 0.1% | 63K | +0.7% | |||
| 62 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.3M | 0.1% | 15K | -4% | |||
| 63 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.1% | 1,365 | +16% | |||
| 64 | $CBZ | CBIZ, Inc. | Industrials | $1.2M | 0.1% | 23K | -3% | |||
| 65 | $V | VISA INC. | Financials | $1.2M | 0.1% | 3,430 | +13% | |||
| 66 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.2M | 0.1% | 9,148 | +0.5% | |||
| 67 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.1% | 1,612 | -1% | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $1.2M | 0.1% | 3,372 | +24% | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.1% | 2,796 | +6% | |||
| 70 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.2M | 0.1% | 11K | — | |||
| 71 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.1% | 4,368 | +18% | |||
| 72 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.1% | 2,277 | +10% | |||
| 73 | — | ISHARES TR - S&P MC 400VL ETF | — | $1.1M | 0.1% | 8,058 | — | |||
| 74 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.1% | 10K | +4% | |||
| 75 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.1M | 0.1% | 9,867 | -6% | |||
| 76 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.1% | 1,739 | +19% | |||
| 77 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.0M | 0.1% | 12K | -1% | |||
| 78 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.0M | 0.1% | 3,642 | — | |||
| 79 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.0M | 0.1% | 7,872 | +0.2% | |||
| 80 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $997K | 0.1% | 15K | +7% | |||
| 81 | $CAT | CATERPILLAR INC | Industrials | $960K | 0.1% | 1,184 | +16% | |||
| 82 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $947K | 0.1% | 39K | -7% | |||
| 83 | $SLDE | Slide Insurance Holdings, Inc. | Financials | $902K | 0.1% | 40K | — | |||
| 84 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $878K | 0.1% | 14K | — | |||
| 85 | $STT | STATE STREET CORP | Financials | $830K | 0.1% | 7,939 | — | |||
| 86 | $MU | MICRON TECHNOLOGY INC | Technology | $825K | 0.1% | 775 | +71% | |||
| 87 | $RKLB | Rocket Lab Corp | Industrials | $812K | 0.1% | 12K | +0.3% | |||
| 88 | $ABBV | AbbVie Inc. | Healthcare | $801K | 0.1% | 3,061 | +22% | |||
| 89 | — | ISHARES TR - ESG AWRE USD ETF | — | $799K | 0.1% | 36K | -6% | |||
| 90 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $743K | 0.1% | 14K | -5% | |||
| 91 | $TRS | TRIMAS CORP | Industrials | $713K | 0.1% | 18K | — | |||
| 92 | $CSCO | CISCO SYSTEMS, INC. | Technology | $706K | 0.1% | 6,559 | +26% | |||
| 93 | $ASML | ASML HOLDING NV | Technology | $705K | 0.1% | 389 | +12% | |||
| 94 | $PKOH | PARK OHIO HOLDINGS CORP | Industrials | $697K | 0.1% | 15K | -30% | |||
| 95 | $MFC | MANULIFE FINANCIAL CORP | Financials | $675K | 0.1% | 16K | +0.0% | |||
| 96 | — | ISHARES TR - EAFE GRWTH ETF | — | $656K | 0.1% | 5,471 | — | |||
| 97 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $646K | 0.1% | 3,298 | — | |||
| 98 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $601K | 0.1% | 1,182 | -11% | |||
| 99 | $RTX | RTX Corp | Industrials | $591K | 0.1% | 3,184 | +4% | |||
| 100 | $TSLA | Tesla, Inc. | Consumer Discretionary | $590K | 0.1% | 1,663 | +47% | |||
| 101 | $ORCL | ORACLE CORP | Technology | $589K | 0.1% | 4,293 | +15% | |||
| 102 | $NEE | NEXTERA ENERGY INC | Utilities | $576K | 0.1% | 7,606 | +11% | |||
| 103 | $IVZ | Invesco Ltd. | Financials | $564K | 0.1% | 13K | +35% | |||
| 104 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $557K | 0.1% | 25K | — | |||
| 105 | $BNY | Bank of New York Mellon Corp | Financials | $538K | 0.1% | 3,721 | +2% | |||
| 106 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $535K | 0.1% | 15K | — | |||
| 107 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $532K | 0.1% | 788 | +25% | |||
| 108 | $MRK | Merck & Co., Inc. | Healthcare | $510K | 0.1% | 3,511 | +14% | |||
| 109 | $NFLX | NETFLIX INC | Communication Services | $502K | 0.1% | 7,220 | +16% | |||
| 110 | $LRCX | LAM RESEARCH CORP | Technology | $502K | 0.1% | 1,528 | +23% | |||
| 111 | — | VANGUARD WORLD FD - INF TECH ETF | — | $501K | 0.1% | 3,988 | -4% | |||
| 112 | $NU | Nu Holdings Ltd. | Financials | $487K | 0.1% | 10K | -5% | |||
| 113 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $481K | 0.0% | 2,061 | — | |||
| 114 | — | FEDERATED HERMES ETF TRUST - US STRATEGIC DIV | — | $479K | 0.0% | 15K | — | |||
| 115 | — | ISHARES TR - S&P 100 ETF | — | $463K | 0.0% | 1,211 | — | |||
| 116 | $UBER | Uber Technologies, Inc | Technology | $448K | 0.0% | 6,539 | -2% | |||
| 117 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $423K | 0.0% | 2,361 | — | |||
| 118 | $PLTR | Palantir Technologies Inc. | Technology | $414K | 0.0% | 2,215 | New | |||
| 119 | $MCD | MCDONALDS CORP | Consumer Discretionary | $397K | 0.0% | 1,717 | +4% | |||
| 120 | $NUE | NUCOR CORP | Materials | $394K | 0.0% | 1,687 | New | |||
| 121 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $394K | 0.0% | 12K | -13% | |||
| 122 | $PEP | PEPSICO INC | Consumer Staples | $375K | 0.0% | 2,963 | -15% | |||
| 123 | $LIN | LINDE PLC | Materials | $362K | 0.0% | 763 | +21% | |||
| 124 | $SLV | iShares Silver Trust | Financials | $356K | 0.0% | 6,537 | — | |||
| 125 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $356K | 0.0% | 1,618 | +17% | |||
| 126 | $ABT | ABBOTT LABORATORIES | Healthcare | $353K | 0.0% | 3,568 | +8% | |||
| 127 | $WELL | WELLTOWER INC. | Real Estate | $350K | 0.0% | 1,521 | +2% | |||
| 128 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $348K | 0.0% | 2,397 | -4% | |||
| 129 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $342K | 0.0% | 4,712 | — | |||
| 130 | $DOV | DOVER Corp | Industrials | $342K | 0.0% | 2,165 | — | |||
| 131 | $CVX | CHEVRON CORP | Energy | $339K | 0.0% | 1,659 | +21% | |||
| 132 | — | ISHARES TR - MRGSTR MD CP ETF | — | $336K | 0.0% | 3,553 | — | |||
| 133 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $334K | 0.0% | 1,500 | New | |||
| 134 | $PCAR | PACCAR INC | Industrials | $333K | 0.0% | 3,037 | +0.7% | |||
| 135 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $331K | 0.0% | 4,914 | +2% | |||
| 136 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $323K | 0.0% | 1,105 | — | |||
| 137 | $PM | Philip Morris International Inc. | Consumer Staples | $323K | 0.0% | 1,690 | +6% | |||
| 138 | $BAM | Brookfield Asset Management Ltd. | Financials | $319K | 0.0% | 7,149 | — | |||
| 139 | $LLY | ELI LILLY & Co | Healthcare | $317K | 0.0% | 274 | +27% | |||
| 140 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $314K | 0.0% | 1,103 | +1% | |||
| 141 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $300K | 0.0% | 3,395 | — | |||
| 142 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $298K | 0.0% | 3,514 | — | |||
| 143 | $MPC | Marathon Petroleum Corp | Energy | $295K | 0.0% | 747 | New | |||
| 144 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $285K | 0.0% | 810 | -1% | |||
| 145 | $CB | Chubb Ltd | Financials | $274K | 0.0% | 843 | +3% | |||
| 146 | $COHR | COHERENT CORP. | Technology | $271K | 0.0% | 942 | +1% | |||
| 147 | $AXP | AMERICAN EXPRESS CO | Financials | $268K | 0.0% | 880 | +3% | |||
| 148 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $263K | 0.0% | 1,347 | — | |||
| 149 | — | ISHARES TR - SELECT DIVID ETF | — | $257K | 0.0% | 1,693 | New | |||
| 150 | — | ISHARES TR - RUS 1000 VAL ETF | — | $256K | 0.0% | 1,032 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 80 added to, 42 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$PLTRPalantir Technologies Inc.$414K
first bought this quarter
$NUENUCOR CORP$394K
first bought this quarter
$FERGFerguson Enterprises Inc. /DE/$334K
first bought this quarter
$MPCMarathon Petroleum Corp$295K
first bought this quarter
- ISHARES TR - SELECT DIVID ETF$257K
first bought this quarter
- ISHARES TR - CORE HIGH DV ETF$253K
first bought this quarter
+5 more in the Excel export
Added to (80)
- JANUS DETROIT STR TR - HENDRSN SHRT ETF+24%
now $40.2M
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+10%
now $26.4M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+2%
now $93.0M
- RBB FUND TRUST - FIRST EAGLE GBL+16%
now $7.0M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+5%
now $17.1M
- SCHWAB STRATEGIC TR - US LRG CAP ETF+2%
now $43.8M
+74 more in the Excel export
Trimmed (42)
now $197.7M · held 11+ qtrs
- NYLIM ACTIVE ETF TR - MACK MU INSD ETF-28%
now $1.8M
- SCHWAB STRATEGIC TR - US LCAP VA ETF-6%
now $8.9M
- VANGUARD INDEX FDS - MRNGSTR SM CP GR-3%
now $10.8M
- VANGUARD MUN BD FDS - TAX EXEMPT BD-5%
now $6.3M
$PKOHPARK OHIO HOLDINGS CORP-30%
now $697K · held 2 qtrs
+36 more in the Excel export
Holdings by quarter
Every 13F Schneider Downs Wealth Management Advisors, LP has filed, 41 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Schneider Downs Wealth Management Advisors's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 2% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Schneider Downs Wealth Management Advisors, LP disclosed 181 positions worth $1.1B in its Form 13F-HR for Q3 2026, led by $FHI (FEDERATED HERMES, INC.) at 18.4% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $PLTR. The portfolio is most concentrated in Other (71.6% 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.
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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 an AI quality ranking built from its SEC filings (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.