Strategic Wealth Partners, Ltd.

CIK

1720777

City

INDEPENDENCE

State / Country

OH

Stock

SIMO — Silicon Motion Technology CORP

Top Portfolio Positions

967 positions · $890,378,156 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MSFT	Microsoft Corp Technology	113,597	$42,050,201	4.72%
AAPL	Apple Inc. Technology	148,882	$37,784,762	4.24%
GOOGL	Alphabet Inc. Communication Services	130,992	$37,668,059	4.23%
AVGO	Broadcom Inc. Technology	87,526	$27,090,172	3.04%
NVDA	Nvidia Corp Technology	106,541	$18,580,750	2.09%
PLD	Prologis, Inc. Real Estate	139,045	$18,378,968	2.06%
META	Meta Platforms, Inc. Communication Services	31,407	$17,968,886	2.02%
IBM	International Business Machines Corp Technology	73,760	$17,878,686	2.01%
JPM	Jpmorgan Chase & Co Financial Services	60,117	$17,684,016	1.99%
ORCL	Oracle Corp Technology	114,381	$16,826,588	1.89%

Portfolio Trend

24 quarters · across all stocks

Holdings in SIMO

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,676,141	86,171	+6.5%	Shares	Sole	2026-05-12
2025-12-31	$7,502,025	80,928	+5450.6%	Shares	Sole	2026-05-12
2025-09-30	$138,232	1,458	0.0%	Shares	Sole	2025-11-14
2025-06-30	$109,597	1,458	-57.2%	Shares	Sole	2025-08-11
2022-12-31	$221,550	3,409	-92.3%	Shares	Sole	2023-04-24
2022-09-30	$2,897,304	44,444	+2.9%	Shares	Sole	2023-04-24
2022-06-30	$3,613,496	43,172	+3.7%	Shares	Sole	2022-08-22
2022-03-31	$2,782,919	41,648	+52.5%	Shares	Sole	2022-05-19
2021-09-30	$1,884,119	27,314	+25.0%	Shares	Sole	2021-11-12
2021-06-30	$1,400,713	21,852	-6.0%	Shares	Sole	2021-08-25
2021-03-31	$1,380,104	23,238	-21.2%	Shares	Sole	2021-05-24
2020-12-31	$1,419,847	29,488	-1.5%	Shares	Sole	2021-02-18
2020-09-30	$1,131,170	29,941	+76.4%	Shares	Sole	2020-11-10
2020-06-30	$827,821	16,974	—	Shares	Sole	2020-08-11
No 13F history on record for this holder in this stock.