Schneider Downs Wealth Management Advisors, LP Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$842.7M

Holdings

148

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (148 positions)

#StockSharesValue% PortfolioType
101
PKOHPARK-OHIO HLDGS CORP
21,656$459K0.05%
102
NUSCNUSHARES ETF TR
10,198$449K0.05%
103
GTOINVESCO ACTIVELY MANAGED EXC
9,385$445K0.05%
104
VIGVANGUARD SPECIALIZED FUNDS
2,061$444K0.05%
105
IBMINTERNATIONAL BUSINESS MACHS
1,558$439K0.05%
106
FDVFEDERATED HERMES ETF TRUST
15,242$436K0.05%
107
VGTVANGUARD WORLD FD
583$435K0.05%
108
RTXRTX CORPORATION
2,473$413K0.05%
109
BAMBROOKFIELD ASSET MANAGMT LTD
7,149$407K0.05%
110
OEFISHARES TR
1,211$403K0.05%
111
CSCOCISCO SYS INC
5,603$383K0.05%
112
BKBANK NEW YORK MELLON CORP
3,312$360K0.04%
113
IMCBISHARES TR
4,053$336K0.04%
114
PEPPEPSICO INC
2,367$332K0.04%
115
VOTVANGUARD INDEX FDS
1,105$324K0.04%
116
MOALTRIA GROUP INC
4,806$317K0.04%
117
XOPSPDR SERIES TRUST
2,361$312K0.04%
118
AGGISHARES TR
3,111$311K0.04%
119
QBTSD-WAVE QUANTUM INC
12,500$308K0.04%
120
ABBVABBVIE INC
1,305$302K0.04%
121
VTVANGUARD INTL EQUITY INDEX F
2,165$298K0.04%
122
PCARPACCAR INC
3,016$296K0.04%
123
EJULINNOVATOR ETFS TRUST
10,234$296K0.04%
124
MDYVSPDR SERIES TRUST
3,395$283K0.03%
125
XLUSELECT SECTOR SPDR TR
3,235$282K0.03%
126
PGPROCTER AND GAMBLE CO
1,802$276K0.03%
127
SLVISHARES SILVER TR
6,537$276K0.03%
128
4I1PHILIP MORRIS INTL INC
1,694$274K0.03%
129
ABTABBOTT LABS
2,028$271K0.03%
130
SPGIS&P GLOBAL INC
546$265K0.03%
131
NVRNVR INC
33$265K0.03%
132
WELLWELLTOWER INC
1,487$264K0.03%
133
VVVANGUARD INDEX FDS
821$252K0.03%
134
MRKMERCK & CO INC
2,961$248K0.03%
135
VOTETCW ETF TRUST
2,974$233K0.03%
136
BWINTHE BALDWIN INSURANCE GRP IN
8,200$231K0.03%
137
VOEVANGUARD INDEX FDS
1,315$229K0.03%
138
ISCBISHARES TR
3,572$226K0.03%
139
AWCAMERICAN WTR WKS CO INC NEW
1,568$218K0.03%
140
EEMISHARES TR
4,051$216K0.03%
141
MAMASTERCARD INCORPORATED
380$216K0.03%
142
IWDISHARES TR
1,054$214K0.03%
143
IWOISHARES TR
654$209K0.02%
144
XMESPDR SERIES TRUST
2,217$206K0.02%
145
FAIFIRST TR EXCHANGE TRADED FD
3,270$202K0.02%
146
BACBANK AMERICA CORP
3,890$200K0.02%
147
ICLNISHARES TR
10,286$159K0.02%
148
GOROGOLD RESOURCE CORP
23,820$19K0.00%
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