Schneider Downs Wealth Management Advisors, LP
Sector Allocation
- Other72.7%$773.5M
- Financials20.7%$219.9M
- Technology3.8%$40.3M
- Industrials1.0%$10.6M
- Consumer Discretionary0.5%$5.3M
- Consumer Staples0.4%$3.9M
- Healthcare0.4%$3.8M
- Real Estate0.3%$2.6M
- Energy0.2%$2.5M
- Utilities0.1%$805,928
AUM History
13fpro.ai/research/fund/schneider-downs-wealth-management-advisors-lp-1665359
Conviction and streaks
Stable · top 10 = 64.9%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 — Q2 2026
FHI
$196.1M- SPDR$91.8M
- VANGUARD$80.9M
- NEW$64.8M
- SCHWAB$56.9M
- ISHARES$54.1M
- SCHWAB$42.2M
- ISHARES$41.2M
- JANUS$32.7M
- ISHARES$30.3M
- J$24.6M
- ISHARES$20.7M
- FIDELITY$17.1M
- SCHWAB$16.7M
- VANGUARD$16.0M
- VANGUARD$15.2M
- FEDERATED$14.5M
- ISHARES$14.4M
- VANGUARD$12.1M
AAPL
$10.6M
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 — Q2 2026
$1.1B portfolio (+17.4% QoQ) · 177 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio
$196.1M
18.4% of stocks
+30%This quarter-11.1%Since filed10+ qtrsHeld- 2
SPDR INDEX SHS FDS - ST STR PO EX ETF
$91.8M
8.6% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MID CAP ETF
$80.9M
7.6% of stocks
+308%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER
$64.8M
6.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US LCAP GR ETF
$56.9M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES INC - CORE MSCI EMKT
$54.1M
5.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US LRG CAP ETF
$42.2M
4.0% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - NATIONAL MUN ETF
$41.2M
3.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
JANUS DETROIT STR TR - HENDRSN SHRT ETF
$32.7M
3.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - S&P SML 600 GWT
$30.3M
2.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $196.1M | 18.4% | +30% | -11.1% | 10+ qtrsAdded 2 qtrs in a row | 68.6#297 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $91.8M | 8.6% | +1.0% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MID CAP ETF | $80.9M | 7.6% | +308% | — | — | — | — | |
| 4 | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $64.8M | 6.1% | +3% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $56.9M | 5.3% | +2% | — | — | — | — | |
| 6 | ISHARES INC - CORE MSCI EMKT | $54.1M | 5.1% | +2% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $42.2M | 4.0% | +0.5% | — | — | — | — | |
| 8 | ISHARES TR - NATIONAL MUN ETF | $41.2M | 3.9% | +6% | — | — | — | — | |
| 9 | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $32.7M | 3.1% | +4% | — | — | — | — | |
| 10 | ISHARES TR - S&P SML 600 GWT | $30.3M | 2.8% | +3% | — | — | — | — |
All holdings — Schneider Downs Wealth Management Advisors, LP (Q2 2026)
177 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 | — | $24.6M | 2.3% | 533K | +13% | — | — | 13F |
| 12 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $20.7M | 1.9% | 167K | +302% | — | — | 13F |
| 13 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $17.1M | 1.6% | 377K | +6% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $16.7M | 1.6% | 452K | -2% | — | — | 13F |
| 15 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $16.0M | 1.5% | 225K | +3% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $15.2M | 1.4% | 22K | -3% | — | — | 13F |
| 17 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETFetf/fund | — | $14.5M | 1.4% | 578K | +11% | — | — | 13F |
| 18 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $14.4M | 1.4% | 97K | -4% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - SML CP GRW ETFetf/fund | — | $12.1M | 1.1% | 33K | -2% | — | — | 13F |
| 20 | Apple Inc. | Technology | $10.6M | 1.0% | 37K | +9% | 10+ qtrs | 75.7 | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $9.9M | 0.9% | 285K | -2% | — | — | 13F |
| 22 | MICROSOFT CORP | Technology | $9.5M | 0.9% | 25K | +100% | 10+ qtrs | 79.8 | 13F | |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $8.4M | 0.8% | 11K | -1% | 10+ qtrs | — | 13F | |
| 24 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $8.2M | 0.8% | 74K | -4% | — | — | 13F |
| 25 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $7.1M | 0.7% | 141K | -4% | — | — | 13F |
| 26 | — | ISHARES TR - MSCI EAFE ETF | — | $6.4M | 0.6% | 61K | +0.2% | |||
| 27 | — | RBB FUND TRUST - FIRST EAGLE GBL | — | $5.9M | 0.6% | 120K | +12% | |||
| 28 | — | JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP | — | $5.8M | 0.5% | 65K | -2% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $5.5M | 0.5% | 7,353 | +24% | |||
| 30 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $4.3M | 0.4% | 18K | +35% | |||
| 31 | $PRCH | Porch Group, Inc. | Technology | $4.1M | 0.4% | 274K | — | |||
| 32 | — | ISHARES TR - CORE MSCI EAFE | — | $3.8M | 0.4% | 39K | +12% | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $3.6M | 0.3% | 10K | +8% | |||
| 34 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.5M | 0.3% | 25K | -1% | |||
| 35 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $3.3M | 0.3% | 22K | +1% | |||
| 36 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $3.3M | 0.3% | 120K | -0.4% | |||
| 37 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $3.2M | 0.3% | 25K | -4% | |||
| 38 | — | ISHARES TR - ESG MSCI KLD ETF | — | $3.1M | 0.3% | 22K | — | |||
| 39 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.0M | 0.3% | 35K | — | |||
| 40 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.0M | 0.3% | 12K | +3% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $2.9M | 0.3% | 8,344 | -0.4% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $2.9M | 0.3% | 8,889 | +0.1% | |||
| 43 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.8M | 0.3% | 7,634 | +12% | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $2.8M | 0.3% | 7,528 | +11% | |||
| 45 | — | NEW YORK LIFE INVTS ACTIVE E - MACK MU INSD ETF | — | $2.8M | 0.3% | 114K | +0.9% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.6M | 0.2% | 11K | +10% | |||
| 47 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.6M | 0.2% | 58K | — | |||
| 48 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.5M | 0.2% | 8,369 | +4% | |||
| 49 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.5M | 0.2% | 11K | — | |||
| 50 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.3M | 0.2% | 17K | +766% | |||
| 51 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $2.3M | 0.2% | 23K | +8% | |||
| 52 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.2% | 3 | — | |||
| 53 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $2.2M | 0.2% | 61K | -9% | |||
| 54 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $2.1M | 0.2% | 48K | — | |||
| 55 | $ETN | Eaton Corp plc | Industrials | $2.0M | 0.2% | 4,783 | +169% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.9M | 0.2% | 24K | -0.0% | |||
| 57 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.7M | 0.2% | 47K | -0.5% | |||
| 58 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.2% | 8,335 | +8% | |||
| 59 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.6M | 0.1% | 16K | +11% | |||
| 60 | $RELY | Remitly Global, Inc. | Industrials | $1.4M | 0.1% | 63K | — | |||
| 61 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.4M | 0.1% | 9,099 | +4% | |||
| 62 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.2M | 0.1% | 11K | — | |||
| 63 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.1% | 1,636 | +0.9% | |||
| 64 | — | ISHARES TR - S&P MC 400VL ETF | — | $1.2M | 0.1% | 8,058 | — | |||
| 65 | $RKLB | Rocket Lab Corp | Industrials | $1.2M | 0.1% | 12K | +5% | |||
| 66 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.2M | 0.1% | 15K | +4% | |||
| 67 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.1M | 0.1% | 12K | +0.2% | |||
| 68 | $WMT | Walmart Inc. | Consumer Staples | $1.1M | 0.1% | 9,902 | -1% | |||
| 69 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.1M | 0.1% | 11K | -0.3% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.1% | 1,181 | +0.9% | |||
| 71 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.1% | 3,642 | — | |||
| 72 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.1% | 1,017 | +0.2% | |||
| 73 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.1M | 0.1% | 7,855 | +0.2% | |||
| 74 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $1.0M | 0.1% | 42K | +1% | |||
| 75 | $V | VISA INC. | Financials | $1.0M | 0.1% | 3,031 | -4% | |||
| 76 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.0M | 0.1% | 2,064 | +82% | |||
| 77 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.1% | 2,721 | +29% | |||
| 78 | $META | Meta Platforms, Inc. | Technology | $991K | 0.1% | 1,760 | — | |||
| 79 | $AMGN | AMGEN INC | Healthcare | $952K | 0.1% | 2,628 | +75% | |||
| 80 | $JNJ | JOHNSON & JOHNSON | Healthcare | $941K | 0.1% | 3,705 | +8% | |||
| 81 | — | ISHARES TR - ESG AWRE USD ETF | — | $901K | 0.1% | 39K | +2% | |||
| 82 | $STT | STATE STREET CORP | Financials | $890K | 0.1% | 7,939 | — | |||
| 83 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $850K | 0.1% | 1,463 | New | |||
| 84 | $TRS | TRIMAS CORP | Industrials | $832K | 0.1% | 18K | — | |||
| 85 | $PKOH | PARK OHIO HOLDINGS CORP | Industrials | $827K | 0.1% | 22K | New | |||
| 86 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $787K | 0.1% | 14K | +3% | |||
| 87 | $SLDE | Slide Insurance Holdings, Inc. | Financials | $783K | 0.1% | 40K | — | |||
| 88 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $758K | 0.1% | 14K | -4% | |||
| 89 | $CBZ | CBIZ, Inc. | Industrials | $748K | 0.1% | 23K | +0.4% | |||
| 90 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $697K | 0.1% | 1,334 | -6% | |||
| 91 | $ASML | ASML HOLDING NV | Technology | $688K | 0.1% | 346 | +12% | |||
| 92 | — | ISHARES TR - EAFE GRWTH ETF | — | $681K | 0.1% | 5,471 | — | |||
| 93 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $657K | 0.1% | 14K | -2% | |||
| 94 | $MFC | MANULIFE FINANCIAL CORP | Financials | $642K | 0.1% | 16K | — | |||
| 95 | $ABBV | AbbVie Inc. | Healthcare | $630K | 0.1% | 2,505 | — | |||
| 96 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $628K | 0.1% | 3,298 | -4% | |||
| 97 | $CSCO | CISCO SYSTEMS, INC. | Technology | $613K | 0.1% | 5,223 | -7% | |||
| 98 | $NEE | NEXTERA ENERGY INC | Utilities | $600K | 0.1% | 6,832 | — | |||
| 99 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $582K | 0.1% | 25K | — | |||
| 100 | $RTX | RTX Corp | Industrials | $579K | 0.1% | 3,054 | -7% | |||
| 101 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $549K | 0.1% | 15K | — | |||
| 102 | $NU | Nu Holdings Ltd. | Financials | $547K | 0.1% | 11K | +0.2% | |||
| 103 | $ORCL | ORACLE CORP | Technology | $545K | 0.1% | 3,721 | +0.9% | |||
| 104 | $LRCX | LAM RESEARCH CORP | Technology | $539K | 0.1% | 1,244 | New | |||
| 105 | $BNY | Bank of New York Mellon Corp | Financials | $527K | 0.1% | 3,647 | +6% | |||
| 106 | $MU | MICRON TECHNOLOGY INC | Technology | $522K | 0.1% | 452 | New | |||
| 107 | — | VANGUARD WORLD FD - INF TECH ETF | — | $497K | 0.1% | 4,158 | +664% | |||
| 108 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $488K | 0.1% | 2,061 | — | |||
| 109 | $UBER | Uber Technologies, Inc | Technology | $482K | 0.1% | 6,675 | -15% | |||
| 110 | — | FEDERATED HERMES ETF TRUST - US STRATEGIC DIV | — | $478K | 0.0% | 15K | — | |||
| 111 | $TSLA | Tesla, Inc. | Consumer Discretionary | $474K | 0.0% | 1,128 | New | |||
| 112 | $PEP | PEPSICO INC | Consumer Staples | $471K | 0.0% | 3,482 | +29% | |||
| 113 | $MCD | MCDONALDS CORP | Consumer Discretionary | $448K | 0.0% | 1,658 | -4% | |||
| 114 | — | ISHARES TR - S&P 100 ETF | — | $443K | 0.0% | 1,211 | — | |||
| 115 | $NFLX | NETFLIX INC | Communication Services | $443K | 0.0% | 6,200 | +4% | |||
| 116 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $442K | 0.0% | 14K | New | |||
| 117 | $IVZ | Invesco Ltd. | Financials | $440K | 0.0% | 9,385 | — | |||
| 118 | $MRK | Merck & Co., Inc. | Healthcare | $394K | 0.0% | 3,068 | +1% | |||
| 119 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $389K | 0.0% | 1,383 | -5% | |||
| 120 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $384K | 0.0% | 1,089 | — | |||
| 121 | $COHR | COHERENT CORP. | Technology | $367K | 0.0% | 930 | — | |||
| 122 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $365K | 0.0% | 2,487 | +46% | |||
| 123 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $364K | 0.0% | 2,361 | — | |||
| 124 | $PCAR | PACCAR INC | Industrials | $362K | 0.0% | 3,016 | — | |||
| 125 | $SLV | iShares Silver Trust | Financials | $350K | 0.0% | 6,537 | — | |||
| 126 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $346K | 0.0% | 4,806 | — | |||
| 127 | — | ISHARES TR - MRGSTR MD CP ETF | — | $343K | 0.0% | 3,553 | — | |||
| 128 | $DOV | DOVER Corp | Industrials | $340K | 0.0% | 2,165 | — | |||
| 129 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $338K | 0.0% | 1,105 | — | |||
| 130 | $WELL | WELLTOWER INC. | Real Estate | $338K | 0.0% | 1,487 | — | |||
| 131 | $LIN | LINDE PLC | Materials | $326K | 0.0% | 628 | +0.8% | |||
| 132 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $322K | 0.0% | 3,395 | — | |||
| 133 | $BAM | Brookfield Asset Management Ltd. | Financials | $321K | 0.0% | 7,149 | — | |||
| 134 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $315K | 0.0% | 628 | +17% | |||
| 135 | $ABT | ABBOTT LABORATORIES | Healthcare | $301K | 0.0% | 3,313 | +9% | |||
| 136 | $QBTS | D-Wave Quantum Inc. | Technology | $300K | 0.0% | 13K | — | |||
| 137 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $293K | 0.0% | 6,470 | — | |||
| 138 | $PM | Philip Morris International Inc. | Consumer Staples | $289K | 0.0% | 1,598 | -3% | |||
| 139 | $AXP | AMERICAN EXPRESS CO | Financials | $289K | 0.0% | 853 | +0.4% | |||
| 140 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $282K | 0.0% | 821 | — | |||
| 141 | $CB | Chubb Ltd | Financials | $280K | 0.0% | 822 | — | |||
| 142 | — | TCW ETF TRUST - TRANSFRM 500 ETF | — | $280K | 0.0% | 3,175 | — | |||
| 143 | — | ISHARES TR - MSCI EMG MKT ETF | — | $277K | 0.0% | 4,051 | — | |||
| 144 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $274K | 0.0% | 2,194 | New | |||
| 145 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $270K | 0.0% | 3,514 | +6% | |||
| 146 | — | ISHARES TR - CORE US AGGBD ET | — | $266K | 0.0% | 2,691 | New | |||
| 147 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $266K | 0.0% | 1,347 | — | |||
| 148 | $FLEX | FLEX LTD. | Technology | $266K | 0.0% | 1,641 | New | |||
| 149 | $LLY | ELI LILLY & Co | Healthcare | $258K | 0.0% | 215 | New | |||
| 150 | — | ISHARES TR - RUS 2000 GRW ETF | — | $258K | 0.0% | 654 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 24 new, 69 added to, 32 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
$AMDADVANCED MICRO DEVICES INC$850K
first bought this quarter
$PKOHPARK OHIO HOLDINGS CORP$827K
first bought this quarter
$LRCXLAM RESEARCH CORP$539K
first bought this quarter
$MUMICRON TECHNOLOGY INC$522K
first bought this quarter
$TSLATesla, Inc.$474K
first bought this quarter
- SCHWAB STRATEGIC TR - US DIVIDEND EQ$442K
first bought this quarter
+18 more in the Excel export
Added to (69)
- VANGUARD INDEX FDS - MID CAP ETF+308%
now $80.9M
now $196.1M · held 10+ qtrs, 2 adds in a row
- ISHARES TR - RUS 1000 GRW ETF+302%
now $20.7M
$MSFTMICROSOFT CORP+100%
now $9.5M · held 10+ qtrs
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+13%
now $24.6M
- ISHARES TR - NATIONAL MUN ETF+6%
now $41.2M
+63 more in the Excel export
Trimmed (32)
- ISHARES TR - CORE S&P SCP ETF-4%
now $14.4M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-3%
now $15.2M
- ISHARES TR - RUS MID CAP ETF-4%
now $8.2M
- INNOVATOR ETFS TRUST - INTRNL DEV JULY-59%
now $227K
- VANGUARD MUN BD FDS - TAX EXEMPT BD-4%
now $7.1M
- SCHWAB STRATEGIC TR - US MID-CAP ETF-2%
now $16.7M
+26 more in the Excel export
Holdings by quarter
Every 13F Schneider Downs Wealth Management Advisors, LP has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Schneider Downs Wealth Management Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-8.7%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
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 177 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $FHI (FEDERATED HERMES, INC.) at 18.4% of the equity portfolio. During the quarter the fund opened 24 new positions and exited 4 — including a new stake in $AMD. The portfolio is most concentrated in Other (72.7% 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.