Schneider Downs Wealth Management Advisors, LP

CIK

1665359

Location

Pittsburgh, PA

Portfolio Value

Small $226,064,813

Diversification

Highly concentrated

Filing Date

Global Rank

#3,925 / 8,603 ▲ 210 · as of Mar 2026

Top Industry

Asset Management 75.3%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.3%

SPY

+76.5%

Annualised alpha

-1.0%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

72 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

68.4%

+4.0 pts

Top 5

78.9%

+2.0 pts

Top 10

84.6%

+1.4 pts

HHI

4,726

Highly concentrated+513

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	75.8%	$171,266,736	16
Technology	8.4%	$18,950,605	12
Unclassified	5.9%	$13,399,357	7
Consumer Cyclical	2.3%	$5,230,544	6
Communication Services	1.9%	$4,263,511	3
Industrials	1.7%	$3,938,622	7
Consumer Defensive	1.7%	$3,863,826	7
Healthcare	1.3%	$2,854,024	7
Utilities	0.6%	$1,391,803	3
Basic Materials	0.1%	$337,442	2
Real Estate	0.1%	$293,994	1
Energy	0.1%	$274,349	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
FHI	Federated Hermes, Inc.	+65,025	2,727,878	$154,697,961
GBTC	Grayscale Bitcoin Trust ETF	+2,341	14,770	$779,265
UBER	Uber Technologies, Inc	+997	7,840	$563,931
META	Meta Platforms, Inc.	+465	1,760	$1,006,948
GLD	Spdr Gold Trust	+231	6,802	$2,926,832
RTX	RTX Corp	+158	3,301	$636,762
AMZN	Amazon Com Inc	+120	9,863	$2,054,167
NVDA	Nvidia Corp	+99	7,727	$1,347,588
SPY	Spdr S&P 500 ETF Trust	+93	11,343	$7,376,806
PM	Philip Morris International Inc.	+63	1,641	$271,322
GOOGL	Alphabet Inc.	+5	9,332	$2,683,509
HD	Home Depot, Inc.	+1	1,089	$358,161
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−607	12,707	$4,703,750
PRCH	Porch Group, Inc.	−600	274,216	$1,966,128
AVGO	Broadcom Inc.	−497	2,104	$651,209
COHR	Coherent Corp.	−405	930	$221,535
AAPL	Apple Inc.	−217	33,719	$8,557,545
JPM	Jpmorgan Chase & Co	−115	8,876	$2,610,964
PG	PROCTER & GAMBLE Co	−106	1,698	$245,259
AXP	American Express Co	−59	850	$257,108
RJF	Raymond James Financial Inc	−42	21,546	$3,119,645
ETN	Eaton Corp plc	−35	1,780	$636,652
NFLX	Netflix Inc	−17	5,960	$573,054
CSCO	Cisco Systems, Inc.	−9	5,603	$434,736
BNY	Bank of New York Mellon Corp	−9	3,435	$407,494
MO	Altria Group, Inc.	−8	4,806	$317,147
QQQ	Invesco Qqq Trust, Series 1	−7	1,621	$935,608
NEE	Nextera Energy Inc	−7	6,832	$634,556
MRK	Merck & Co., Inc.	−6	3,031	$364,598
ABBV	AbbVie Inc.	−6	2,505	$544,812
WMT	Walmart Inc.	−6	10,006	$1,243,545
ORCL	Oracle Corp	−6	3,686	$542,247
PEP	Pepsico Inc	−6	2,695	$418,506
V	Visa Inc.	−4	3,172	$958,705
JNJ	Johnson & Johnson	−4	3,436	$839,895
SPGI	S&P Global Inc.	−2	544	$218,907
TMO	Thermo Fisher Scientific Inc.	−2	536	$263,460
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	40,429	$727,722
CVX	Chevron Corp	1,326	$274,349
KO	Coca Cola Co	2,646	$201,228
IGC	IGC Pharma, Inc.	10,000	$2,600
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FMNB	Farmers National Banc Corp /Oh/	37,086	$493,985
LLY	ELI LILLY & Co	207	$222,458
BAC	Bank Of America Corp /De/	4,014	$220,770
MA	Mastercard Inc	382	$218,076
LULU	lululemon athletica inc.	1,016	$211,134
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 positions · $226,064,813 total · as of Mar 31, 2026

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

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FHI	Federated Hermes, Inc. Financial Services	Added	2,727,878	+65,025	$154,697,961	+11.6%	68.43%
AAPL	Apple Inc. Technology	Reduced	33,719	-217	$8,557,545	−7.2%	3.79%
SPY	Spdr S&P 500 ETF Trust	Added	11,343	+93	$7,376,806	−3.8%	3.26%
MSFT	Microsoft Corp Technology	Reduced	12,707	-607	$4,703,750	−26.9%	2.08%
RJF	Raymond James Financial Inc Financial Services	Reduced	21,546	-42	$3,119,645	−10.0%	1.38%
GLD	Spdr Gold Trust	Added	6,802	+231	$2,926,832	+12.4%	1.29%
GOOGL	Alphabet Inc. Communication Services	Added	9,332	+5	$2,683,509	−8.1%	1.19%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,876	-115	$2,610,964	−9.9%	1.15%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	11,817	-2	$2,458,999	−0.3%	1.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,863	+120	$2,054,167	−8.7%	0.91%
PRCH	Porch Group, Inc. Financial Services	Reduced	274,216	-600	$1,966,128	−21.6%	0.87%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	48,234	0	$1,952,029	−11.8%	0.86%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	8,761	-2	$1,399,131	+3.9%	0.62%
NVDA	Nvidia Corp Technology	Added	7,727	+99	$1,347,588	−5.3%	0.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,006	-6	$1,243,545	+11.5%	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,171	0	$1,166,819	+15.5%	0.52%
META	Meta Platforms, Inc. Communication Services	Added	1,760	+465	$1,006,948	+17.8%	0.45%
RELY	Remitly Global, Inc. Technology	Held	62,848	0	$984,828	+13.6%	0.44%
V	Visa Inc. Financial Services	Reduced	3,172	-4	$958,705	−13.9%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,621	-7	$935,608	−6.4%	0.41%
JNJ	Johnson & Johnson Healthcare	Reduced	3,436	-4	$839,895	+18.0%	0.37%
GBTC	Grayscale Bitcoin Trust ETF	Added	14,770	+2,341	$779,265	−8.3%	0.34%
SLDE	Slide Insurance Holdings, Inc. Financial Services	NEW	40,429	NEW	$727,722	NEW	0.32%
CAT	Caterpillar Inc Industrials	Held	1,015	0	$719,086	+23.7%	0.32%
RKLB	Rocket Lab Corp Industrials	Held	11,021	0	$707,768	−7.9%	0.31%
TRS	Trimas Corp Consumer Cyclical	Held	18,474	0	$663,955	+1.4%	0.29%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,419	0	$657,266	−3.6%	0.29%
AVGO	Broadcom Inc. Technology	Reduced	2,104	-497	$651,209	−27.7%	0.29%
RTX	RTX Corp Industrials	Added	3,301	+158	$636,762	+10.5%	0.28%
ETN	Eaton Corp plc Industrials	Reduced	1,780	-35	$636,652	+10.1%	0.28%
NEE	Nextera Energy Inc Utilities	Reduced	6,832	-7	$634,556	+15.6%	0.28%
CBZ	CBIZ, Inc. Industrials	Held	23,215	0	$623,322	−46.8%	0.28%
NFLX	Netflix Inc Communication Services	Reduced	5,960	-17	$573,054	+2.3%	0.25%
UBER	Uber Technologies, Inc Technology	Added	7,840	+997	$563,931	+0.9%	0.25%
MFC	Manulife Financial Corp Financial Services	Held	15,840	0	$545,529	−5.1%	0.24%
ABBV	AbbVie Inc. Healthcare	Reduced	2,505	-6	$544,812	−5.0%	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,135	0	$543,892	−4.7%	0.24%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Held	15,057	0	$543,858	+4.0%	0.24%
ORCL	Oracle Corp Technology	Reduced	3,686	-6	$542,247	−24.6%	0.24%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,730	-1	$537,666	+1.6%	0.24%
AMGN	Amgen Inc Healthcare	Held	1,500	0	$527,775	+7.5%	0.23%
SLV	iShares Silver Trust	Held	6,537	0	$445,431	+5.8%	0.20%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,603	-9	$434,736	+0.6%	0.19%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,695	-6	$418,506	+8.0%	0.19%
ASML	Asml Holding NV Technology	Held	310	0	$409,457	+23.5%	0.18%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	3,435	-9	$407,494	+1.9%	0.18%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,031	-6	$364,598	+14.1%	0.16%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,089	+1	$358,161	−4.3%	0.16%
IBM	International Business Machines Corp Technology	Held	1,458	0	$353,404	−18.2%	0.16%
PCAR	Paccar Inc Industrials	Held	3,016	0	$348,348	+5.5%	0.15%