Schneider Downs Wealth Management Advisors, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Schneider Downs Wealth Management Advisors, LP held in its portfolio 152 assets valued at $887,148,409 (i.e. $887.15M).
The most valuable assets in the portfolio included: FEDERATED HERMES INC ($138.66M), SPDR INDEX SHS FDS ($78.79M), and VANGUARD INDEX FDS ($70.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 152 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Schneider Downs Wealth Management Advisors, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FEDERATED HERMES INC | 2662853 | 138654756 | CL B |
| SPDR INDEX SHS FDS | 1774091 | 78787362 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 242562 | 70396453 | MID CAP ETF |
| NEW YORK LIFE INVTS ACTIVE E | 2426389 | 59034044 | NYLI MACKAY MUN |
| SCHWAB STRATEGIC TR | 1609284 | 52494858 | US LCAP GR ETF |
| ISHARES INC | 619917 | 41670853 | CORE MSCI EMKT |
| SCHWAB STRATEGIC TR | 1420448 | 38224266 | US LRG CAP ETF |
| ISHARES TR | 340737 | 36496350 | NATIONAL MUN ETF |
| JANUS DETROIT STR TR | 708561 | 34818688 | HENDRSN SHRT ETF |
| ISHARES TR | 159516 | 22517235 | S&P SML 600 GWT |
| ISHARES TR | 41184 | 19492195 | RUS 1000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 411612 | 19053514 | INCOME ETF |
| FIDELITY MERRIMACK STR TR | 326178 | 15017251 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 22702 | 14237226 | S&P 500 ETF SHS |
| VANGUARD TAX-MANAGED FDS | 219427 | 13707619 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 448477 | 13485718 | US MID-CAP ETF |
| ISHARES TR | 102218 | 12284531 | CORE S&P SCP ETF |
| FEDERATED HERMES ETF TRUST | 455132 | 11555808 | HERMES TOTAL RET |
| VANGUARD INDEX FDS | 33393 | 10088322 | SML CP GRW ETF |
| APPLE INC | 33936 | 9225951 | COM |
| SCHWAB STRATEGIC TR | 292319 | 8655569 | US LCAP VA ETF |
| SPDR S&P 500 ETF TR | 11250 | 7671917 | TR UNIT |
| ISHARES TR | 78722 | 7578612 | RUS MID CAP ETF |
| VANGUARD MUN BD FDS | 150205 | 7553810 | TAX EXEMPT BD |
| MICROSOFT CORP | 13314 | 6439092 | COM |
| ISHARES TR | 61180 | 5875082 | MSCI EAFE ETF |
| JOHN HANCOCK EXCHANGE TRADED | 65963 | 5267118 | MLTFCTR LRG CAP |
| SPDR SERIES TRUST | 50726 | 4341767 | STATE STREET SPD |
| RBB FUND TRUST | 91276 | 4201150 | FIRST EAGLE GBL |
| ISHARES TR | 5880 | 4027504 | CORE S&P500 ETF |
| RAYMOND JAMES FINL INC | 21588 | 3466817 | COM |
| VANGUARD SCOTTSDALE FDS | 26116 | 3179623 | VNG RUS1000GRW |
| ISHARES TR | 25616 | 3157429 | S&P 500 GRWT ETF |
| ISHARES TR | 34929 | 3124732 | CORE MSCI EAFE |
| ALPHABET INC | 9327 | 2919499 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 120607 | 2899381 | INTL EQTY ETF |
| JPMORGAN CHASE & CO. | 8991 | 2896925 | COM |
| ISHARES TR | 21863 | 2816611 | ESG MSCI KLD 400 |
| VANGUARD INDEX FDS | 12952 | 2743123 | SM CP VAL ETF |
| NEW YORK LIFE INVTS ACTIVE E | 110927 | 2655593 | NYLI MACKAY MUNI |
| ALPHABET INC | 8315 | 2609326 | CAP STK CL C |
| SPDR GOLD TR | 6571 | 2604154 | GOLD SHS |
| PORCH GROUP INC | 274816 | 2509071 | COM |
| PNC FINL SVCS GROUP INC | 11819 | 2466886 | COM |
| ISHARES TR | 10893 | 2310079 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 57831 | 2289530 | US CORE EQUITY 2 |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| AMAZON COM INC | 9743 | 2248928 | COM |
| VANGUARD INDEX FDS | 6653 | 2230552 | TOTAL STK MKT |
| BROOKFIELD CORP | 48234 | 2213459 | CL A LTD VT SH |
| VANGUARD INDEX FDS | 8147 | 2101519 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 61510 | 2014449 | EMRG MKTEQ ETF |
| J P MORGAN EXCHANGE TRADED F | 19885 | 1845356 | ACTIVE GROWTH |
| ISHARES TR | 23907 | 1577862 | CORE S&P MCP ETF |
| NVIDIA CORPORATION | 7628 | 1422713 | COM |
| SCHWAB STRATEGIC TR | 47264 | 1346079 | US SML CAP ETF |
| TJX COS INC NEW | 8763 | 1346045 | COM |
| ISHARES TR | 14047 | 1335730 | ESG AW MSCI EAFE |
| VANECK ETF TRUST | 14249 | 1222137 | GOLD MINERS ETF |
| CBIZ INC | 23215 | 1171197 | COM |
| WALMART INC | 10012 | 1115446 | COM |
| VISA INC | 3176 | 1113838 | COM CL A |
| ISHARES TR | 42652 | 1076526 | ESG AWRE 1 5 YR |
| ISHARES TR | 7815 | 1028376 | S&P MC 400VL ETF |
| VANGUARD INDEX FDS | 11596 | 1026102 | REAL ESTATE ETF |
| ISHARES TR | 10589 | 1025863 | S&P MC 400GR ETF |
| COSTCO WHSL CORP NEW | 1171 | 1009801 | COM |
| INVESCO QQQ TR | 1628 | 1000038 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 10589 | 977365 | VNG RUS1000VAL |
| BROADCOM INC | 2601 | 900286 | COM |
| ISHARES TR | 3642 | 896515 | RUSSELL 2000 ETF |
| ISHARES TR | 7833 | 890741 | SP SMCP600VL ETF |
| ISHARES TR | 37753 | 882843 | ESG AWRE USD ETF |
| REMITLY GLOBAL INC | 62848 | 867303 | COM |
| META PLATFORMS INC | 1295 | 855022 | CL A |
| GRAYSCALE BITCOIN TRUST ETF | 12429 | 849647 | SHS REP COM UT |
| ROCKET LAB CORP | 11021 | 768825 | COM |
| ORACLE CORP | 3692 | 719515 | COM |
| JOHNSON & JOHNSON | 3440 | 711894 | COM |
| SPDR DOW JONES INDL AVERAGE | 1419 | 681929 | UT SER 1 |
| ISHARES TR | 5970 | 680103 | EAFE GRWTH ETF |
| SELECT SECTOR SPDR TR | 14814 | 662342 | STATE STREET ENE |
| TRIMAS CORP | 18474 | 654904 | COM NEW |
| ISHARES INC | 13621 | 601640 | ESG AWR MSCI EM |
| SCHWAB STRATEGIC TR | 25182 | 588504 | US AGGREGATE B |
| CATERPILLAR INC | 1015 | 581464 | COM |
| EATON CORP PLC | 1815 | 578096 | SHS |
| RTX CORPORATION | 3143 | 576427 | COM |
| MANULIFE FINL CORP | 15840 | 574676 | COM |
| ABBVIE INC | 2511 | 573698 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1135 | 570719 | CL B NEW |
| NETFLIX INC | 5977 | 560376 | COM |
| UBER TECHNOLOGIES INC | 6843 | 559165 | COM |
| NEXTERA ENERGY INC | 6839 | 549007 | COM |
| MCDONALDS CORP | 1731 | 529147 | COM |
| BROOKFIELD INFRAST PARTNERS | 15057 | 523081 | LP INT UNIT |
| INNOVATOR ETFS TRUST | 15436 | 517228 | INTRNL DEV JULY |
| SELECT SECTOR SPDR TR | 3444 | 495803 | STATE STREET TEC |
| FARMERS NATIONAL BANC CORP | 37086 | 493986 | COM |
| AMGEN INC | 1500 | 490965 | COM |
| NUSHARES ETF TR | 10198 | 455341 | NUVEEN ESG SMLCP |
| VANGUARD SPECIALIZED FUNDS | 2061 | 452967 | DIV APP ETF |
| INVESCO ACTIVELY MANAGED EXC | 9385 | 445037 | TOTAL RETURN |
| FEDERATED HERMES ETF TRUST | 15242 | 436074 | US STRATEGIC DIV |
| VANGUARD WORLD FD | 579 | 436072 | INF TECH ETF |
| CISCO SYS INC | 5612 | 432298 | COM |
| INTERNATIONAL BUSINESS MACHS | 1458 | 431875 | COM |
| ISHARES SILVER TR | 6537 | 421114 | ISHARES |
| ISHARES TR | 1211 | 415337 | S&P 100 ETF |
| BANK NEW YORK MELLON CORP | 3444 | 399763 | COM |
| PEPSICO INC | 2701 | 387628 | COM |
| ABBOTT LABS | 3029 | 379548 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 7149 | 374537 | CL A LMT VTG SHS |
| HOME DEPOT INC | 1088 | 374381 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 4712 | 359196 | SHS |
| AMERICAN EXPRESS CO | 909 | 336285 | COM |
| ASML HOLDING N V | 310 | 331657 | N Y REGISTRY SHS |
| PACCAR INC | 3016 | 330275 | COM |
| D-WAVE QUANTUM INC | 12500 | 326875 | COM |
| MERCK & CO INC | 3037 | 319644 | COM |
| THERMO FISHER SCIENTIFIC INC | 538 | 311521 | COM |
| VANGUARD INDEX FDS | 1105 | 308450 | MCAP GR IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 2165 | 305395 | TT WRLD ST ETF |
| INNOVATOR ETFS TRUST | 10234 | 303425 | EMRGNG MKT JULY |
| ISHARES TR | 3553 | 293940 | MRGSTR MD CP ETF |
| S&P GLOBAL INC | 546 | 285335 | COM |
| ALTRIA GROUP INC | 4814 | 277581 | COM |
| SELECT SECTOR SPDR TR | 6470 | 276205 | STATE STREET UTI |
| WELLTOWER INC | 1487 | 276003 | COM |
| LINDE PLC | 623 | 265641 | SHS |
| PROCTER AND GAMBLE CO | 1804 | 258570 | COM |
| VANGUARD INDEX FDS | 821 | 258451 | LARGE CAP ETF |
| CHUBB LIMITED | 822 | 256424 | COM |
| PHILIP MORRIS INTL INC | 1578 | 253112 | COM |
| COHERENT CORP | 1335 | 246372 | COM |
| NVR INC | 33 | 240662 | COM |
| VANGUARD INDEX FDS | 1347 | 238918 | MCAP VL IDXVIP |
| TCW ETF TRUST | 2974 | 238584 | TRANSFRM 500 ETF |
| EXXON MOBIL CORP | 1942 | 233684 | COM |
| SCHWAB CHARLES CORP | 2298 | 229562 | COM |
| ELI LILLY & CO | 207 | 222927 | COM |
| ISHARES TR | 4051 | 221631 | MSCI EMG MKT ETF |
| BANK AMERICA CORP | 4014 | 220767 | COM |
| HONEYWELL INTL INC | 1125 | 219477 | COM |
| MASTERCARD INCORPORATED | 382 | 218128 | CL A |
| ISHARES TR | 1032 | 217161 | RUS 1000 VAL ETF |
| ISHARES TR | 654 | 211249 | RUS 2000 GRW ETF |
| LULULEMON ATHLETICA INC | 1016 | 211135 | COM |
| FIRST TR EXCHANGE TRADED FD | 3271 | 205817 | DORSEY WRT 5 ETF |
| AMERICAN WTR WKS CO INC NEW | 1568 | 204624 | COM |
| ISHARES TR | 10286 | 168999 | GL CLEAN ENE ETF |
| GOLD RESOURCE CORP | 23820 | 19723 | COM |
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