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Matthew Bures

Strategic Wealth Partners, Ltd.

Assets Managed
$1.443B
Holdings
1478
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
7.69%(2Q avg: 6.55%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Wealth Partners, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1478 positions.

Assets under management

The assets under management (AUM) of Strategic Wealth Partners, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.443B in assets, with a quarterly growth rate of 7.69% and a 2-quarter average growth rate of 6.55%. The portfolio is managed by Matthew Bures, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SWP
Swp Growth & Income Etf
Recent Activity
Increased 38.87%
8.89%
$128.16M
4.818M shares@ $26.61 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 16.33%
3.2%
$46.138M
485,919 shares@ $94.95 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 18.22%
2.92%
$42.05M
113,597 shares@ $370.17 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 13.75%
2.66%
$38.304M
394,363 shares@ $97.13 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 18.6%
2.65%
$38.161M
1.269M shares@ $30.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.02%
2.62%
$37.785M
148,882 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.81%
2.62%
$37.668M
130,992 shares@ $287.56 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 19.3%
1.99%
$28.689M
241,901 shares@ $118.6 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.43%
1.88%
$27.09M
87,526 shares@ $309.51 avg price
PID
Invesco International Divide
Recent Activity
Increased 16.3%
1.72%
$24.809M
1.115M shares@ $22.25 avg price

1-10 of 1478