Schneider Downs Wealth Management Advisors, LP

CIK

1665359

Location

Pittsburgh, PA

Portfolio Value

Mid $1,063,991,479

Diversification

Diversified

Filing Date

Global Rank

#2,414 / 8,798 ▲ 333 · as of Jun 2026

Top Industry

Asset Management 71.2%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.5%

−3.4 pts

Top 5

70.3%

+1.4 pts

Top 10

85.3%

+1.8 pts

HHI

1,145

Diversified−16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.4%	$780,733,813	40
Financial Services	20.6%	$219,131,914	16
Technology	2.8%	$30,006,625	17
Communication Services	0.8%	$8,224,915	4
Industrials	0.7%	$7,228,773	9
Consumer Cyclical	0.6%	$6,400,403	8
Consumer Defensive	0.4%	$3,913,020	7
Healthcare	0.4%	$3,790,557	7
Energy	0.2%	$2,541,681	2
Utilities	0.1%	$1,038,139	3
Real Estate	0.1%	$556,046	2
Basic Materials	0.0%	$425,593	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FHI	Federated Hermes, Inc.	+823,700	3,551,578	$196,118,137
VB	Vanguard Morningstar Small-Cap ETF	+762,529	1,096,765	$118,813,205
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+171,668	1,902,259	$207,209,862
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+81,456	2,773,863	$67,527,611
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+61,723	556,109	$26,815,084
FCSH	Federated Hermes Short Duration Corporate ETF	+58,759	593,716	$14,995,251
FNDA	Schwab Fundamental U.S. Small Company ETF	+39,562	4,118,012	$133,894,054
JA	Janus Henderson AA-A CLO ETF	+25,866	669,210	$32,700,946
FAAA	Fidelity AAA CLO ETF	+20,068	376,993	$17,149,411
CWI	State Street SPDR MSCI ACWI ex-US ETF	+17,989	1,822,730	$91,847,364
XOM	ExxonMobil Holdings Corp	+14,973	16,927	$2,314,259
MSFT	Microsoft Corp	+12,731	25,438	$9,488,882
ACVT	Advent Convertible Bond ETF	+12,471	120,030	$5,871,867
VEA	Vanguard FTSE Developed Markets ETF	+6,376	224,996	$16,030,965
BKF	iShares MSCI BIC ETF	+4,197	8,248	$486,894
EDV	Vanguard World Funds Extended Duration ETF	+3,614	4,158	$496,964
AAPL	Apple Inc.	+3,072	36,791	$10,645,843
ETN	Eaton Corp plc	+3,003	4,783	$2,038,131
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,818	49,935	$4,682,673
AMGN	Amgen Inc	+1,128	2,628	$951,651
AMZN	Amazon Com Inc	+986	10,849	$2,585,750
BRK-B	Berkshire Hathaway Inc	+929	2,067	$3,279,354
PG	PROCTER & GAMBLE Co	+789	2,487	$364,693
PEP	Pepsico Inc	+787	3,482	$471,462
GOOGL	Alphabet Inc.	+734	18,446	$6,558,336
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
BAPR	Innovator U.S. Equity Buffer ETF - April	−19,357	6,313	$227,078
VCRM	Vanguard Core Tax-Exempt Bond ETF	−6,198	141,089	$7,136,281
JDVI	John Hancock Disciplined Value International Select ETF	−1,232	64,641	$5,764,684
UBER	Uber Technologies, Inc	−1,165	6,675	$481,668
BNDW	Vanguard Total World Bond ETF	−1,086	35,558	$4,318,917
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−682	24,046	$1,679,987
CSCO	Cisco Systems, Inc.	−380	5,223	$613,493
GBTC	Grayscale Bitcoin Trust ETF	−341	14,429	$656,808
RTX	RTX Corp	−247	3,054	$579,435
SPY	Spdr S&P 500 ETF Trust	−148	11,195	$8,360,090
V	Visa Inc.	−141	3,031	$1,039,905
WMT	Walmart Inc.	−104	9,902	$1,121,500
DIA	Spdr Dow Jones Industrial Average ETF Trust	−85	1,334	$696,868
IBM	International Business Machines Corp	−75	1,383	$388,913
MCD	Mcdonalds Corp	−72	1,658	$448,173
PM	Philip Morris International Inc.	−43	1,598	$289,094
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	1,463	$849,871
PKOH	Park Ohio Holdings Corp	21,500	$826,675
LRCX	Lam Research Corp	1,244	$539,062
MU	Micron Technology Inc	452	$521,739
TSLA	Tesla, Inc.	1,128	$474,436
ACSG	American Century Small Cap Growth Insights ETF	2,194	$273,723
FLEX	Flex Ltd.	1,641	$265,956
LLY	ELI LILLY & Co	215	$257,877
VXUS	Vanguard Total International Stock ETF	2,954	$252,537
AIRR	First Trust RBA American Industrial Renaissance ETF	3,272	$248,279
SIRI	Sirius Xm Holdings Inc.	7,871	$232,509
BAC	Bank Of America Corp /De/	3,982	$226,894
LOAN	Manhattan Bridge Capital, Inc	48,350	$218,542
ABI	VictoryShares Pioneer Asset-Based Income ETF	997	$212,131
AMAT	Applied Materials Inc /De	286	$206,778
UNP	Union Pacific Corp	760	$206,720
PH	Parker-Hannifin Corp	209	$204,427
PTON	Peloton Interactive, Inc.	12,310	$72,752
TMQ	Trilogy Metals Inc.	20,600	$72,306
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,125	$254,283
SPGI	S&P Global Inc.	544	$231,384
IGC	IGC Pharma, Inc.	10,000	$2,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $1,063,991,479 total · filing declares 177 positions · $1,064,312,574 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,902,259	+171,668	$207,209,862	—	19.47%
FHI	Federated Hermes, Inc. Financial Services	Added	3,551,578	+823,700	$196,118,137	+26.8%	18.43%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	4,118,012	+39,562	$133,894,054	+16.8%	12.58%
VB	Vanguard Morningstar Small-Cap ETF	Added	1,096,765	+762,529	$118,813,205	+139.9%	11.17%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	1,822,730	+17,989	$91,847,364	+11.5%	8.63%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	2,773,863	+81,456	$67,527,611	+4.1%	6.35%
JA	Janus Henderson AA-A CLO ETF	Added	669,210	+25,866	$32,700,946	+4.0%	3.07%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	556,109	+61,723	$26,815,084	+13.6%	2.52%
FAAA	Fidelity AAA CLO ETF	Added	376,993	+20,068	$17,149,411	+5.3%	1.61%
VEA	Vanguard FTSE Developed Markets ETF	Added	224,996	+6,376	$16,030,965	+14.4%	1.51%
FCSH	Federated Hermes Short Duration Corporate ETF	Added	593,716	+58,759	$14,995,251	+10.8%	1.41%
AAPL	Apple Inc. Technology	Added	36,791	+3,072	$10,645,843	+24.4%	1.00%
MSFT	Microsoft Corp Technology	Added	25,438	+12,731	$9,488,882	+101.7%	0.89%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,195	-148	$8,360,090	+13.3%	0.79%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	141,089	-6,198	$7,136,281	−2.9%	0.67%
GOOGL	Alphabet Inc. Communication Services	Added	18,446	+734	$6,558,336	+28.9%	0.62%
ACVT	Advent Convertible Bond ETF	Added	120,030	+12,471	$5,871,867	+16.2%	0.55%
JDVI	John Hancock Disciplined Value International Select ETF	Reduced	64,641	-1,232	$5,764,684	+11.8%	0.54%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	49,935	+1,818	$4,682,673	+19.0%	0.44%
BNDW	Vanguard Total World Bond ETF	Reduced	35,558	-1,086	$4,318,917	+12.1%	0.41%
PRCH	Porch Group, Inc. Financial Services	Held	274,216	0	$4,124,208	+109.8%	0.39%
RJF	Raymond James Financial Inc Financial Services	Added	21,840	+294	$3,320,335	+6.4%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,067	+929	$3,279,354	+21.5%	0.31%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	12,192	+375	$3,001,914	+22.1%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,889	+13	$2,909,636	+11.4%	0.27%
GLD	Spdr Gold Trust	Added	7,528	+726	$2,773,164	−5.3%	0.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,849	+986	$2,585,750	+25.9%	0.24%
DCOR	Dimensional US Core Equity 1 ETF	Held	57,831	0	$2,565,383	+14.2%	0.24%
XOM	ExxonMobil Holdings Corp Energy	Added	16,927	+14,973	$2,314,259	+598.1%	0.22%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	48,234	0	$2,054,286	+5.2%	0.19%
ETN	Eaton Corp plc Industrials	Added	4,783	+3,003	$2,038,131	+220.1%	0.19%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	24,046	-682	$1,679,987	+1.1%	0.16%
NVDA	Nvidia Corp Technology	Added	8,335	+608	$1,667,750	+23.8%	0.16%
VIG	Vanguard Dividend Appreciation ETF	Added	13,718	+28	$1,611,757	+9.3%	0.15%
RELY	Remitly Global, Inc. Technology	Held	62,848	0	$1,408,423	+43.0%	0.13%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	9,099	+338	$1,378,498	−1.5%	0.13%
QQQ	Invesco Qqq Trust, Series 1	Added	1,636	+15	$1,204,750	+28.8%	0.11%
RKLB	Rocket Lab Corp Industrials	Added	11,610	+589	$1,180,156	+66.7%	0.11%
AFK	VanEck Africa Index ETF	Added	15,320	+650	$1,155,894	−14.1%	0.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,902	-104	$1,121,500	−9.8%	0.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,181	+10	$1,104,790	−5.3%	0.10%
CAT	Caterpillar Inc Industrials	Added	1,017	+2	$1,083,003	+50.6%	0.10%
V	Visa Inc. Financial Services	Reduced	3,031	-141	$1,039,905	+8.5%	0.10%
AVGO	Broadcom Inc. Technology	Added	2,721	+617	$1,027,857	+57.8%	0.10%
META	Meta Platforms, Inc. Communication Services	Held	1,760	0	$991,390	−1.5%	0.09%
AMGN	Amgen Inc Healthcare	Added	2,628	+1,128	$951,651	+80.3%	0.09%
JNJ	Johnson & Johnson Healthcare	Added	3,705	+269	$940,958	+12.0%	0.09%
AMD	Advanced Micro Devices Inc Technology	NEW	1,463	NEW	$849,871	NEW	0.08%
TRS	Trimas Corp Consumer Cyclical	Held	18,474	0	$831,884	+25.3%	0.08%
PKOH	Park Ohio Holdings Corp Industrials	NEW	21,500	NEW	$826,675	NEW	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.