Position in SF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$15,375
New position
Shares Held
208
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $19,373,091 across 14 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,546 | $14,711,388 | |
| 2 | MS |
Morgan Stanley
|
11,803 | $2,467,299 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,229 | $1,866,529 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,172 | $102,010 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,559 | $77,918 | |
| 6 | LAZ |
Lazard, Inc.
|
1,733 | $72,682 | |
| 7 | MARA |
MARA Holdings, Inc.
|
1,539 | $21,376 | |
| 8 | WULF |
Terawulf Inc.
|
857 | $21,167 |
All Filings in SF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,375 | 208 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||