Position in G
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,106
-$3,097 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $24,182,175 across 16 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
83,442 | $23,464,724 | |
| 2 | ACN |
Accenture plc
|
4,748 | $590,841 | |
| 3 | APLD |
Applied Digital Corp.
|
989 | $36,889 | |
| 4 | CIFR |
Cipher Digital Inc.
|
1,010 | $24,745 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
164 | $16,887 | |
| 6 | IT |
Gartner Inc
|
103 | $13,350 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
879 | $9,941 | |
| 8 | CACI |
Caci International Inc /De/
|
13 | $6,022 |
All Filings in G
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,106 | 325 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,203 | 325 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $41,931 | 1,001 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||