Schneider Downs Wealth Management Advisors, LP Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$887.1M
Holdings
156
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AMGNAMGEN INC | 1,500 | $490K | 0.06% | |
| 102 | NUSCNUSHARES ETF TR | 10,198 | $455K | 0.05% | |
| 103 | VIGVANGUARD SPECIALIZED FUNDS | 2,061 | $452K | 0.05% | |
| 104 | GTOINVESCO ACTIVELY MANAGED EXC | 9,385 | $445K | 0.05% | |
| 105 | VGTVANGUARD WORLD FD | 579 | $436K | 0.05% | |
| 106 | FDVFEDERATED HERMES ETF TRUST | 15,242 | $436K | 0.05% | |
| 107 | CSCOCISCO SYS INC | 5,612 | $432K | 0.05% | |
| 108 | IBMINTERNATIONAL BUSINESS MACHS | 1,458 | $431K | 0.05% | |
| 109 | SLVISHARES SILVER TR | 6,537 | $421K | 0.05% | |
| 110 | OEFISHARES TR | 1,211 | $415K | 0.05% | |
| 111 | BKBANK NEW YORK MELLON CORP | 3,444 | $399K | 0.04% | |
| 112 | PEPPEPSICO INC | 2,701 | $387K | 0.04% | |
| 113 | ABTABBOTT LABS | 3,029 | $379K | 0.04% | |
| 114 | BAMBROOKFIELD ASSET MANAGMT LTD | 7,149 | $374K | 0.04% | |
| 115 | HDHOME DEPOT INC | 1,088 | $374K | 0.04% | |
| 116 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,712 | $359K | 0.04% | |
| 117 | AXPAMERICAN EXPRESS CO | 909 | $336K | 0.04% | |
| 118 | ASMLASML HOLDING N V | 310 | $331K | 0.04% | |
| 119 | PCARPACCAR INC | 3,016 | $330K | 0.04% | |
| 120 | QBTSD-WAVE QUANTUM INC | 12,500 | $326K | 0.04% | |
| 121 | MRKMERCK & CO INC | 3,037 | $319K | 0.04% | |
| 122 | TMOTHERMO FISHER SCIENTIFIC INC | 538 | $311K | 0.04% | |
| 123 | VOTVANGUARD INDEX FDS | 1,105 | $308K | 0.03% | |
| 124 | VTVANGUARD INTL EQUITY INDEX F | 2,165 | $305K | 0.03% | |
| 125 | EJULINNOVATOR ETFS TRUST | 10,234 | $303K | 0.03% | |
| 126 | XOPSPDR SERIES TRUST | 2,361 | $298K | 0.03% | |
| 127 | IMCBISHARES TR | 3,553 | $293K | 0.03% | |
| 128 | MDYVSPDR SERIES TRUST | 3,395 | $287K | 0.03% | |
| 129 | SPGIS&P GLOBAL INC | 546 | $285K | 0.03% | |
| 130 | MOALTRIA GROUP INC | 4,814 | $277K | 0.03% | |
| 131 | WELLWELLTOWER INC | 1,487 | $276K | 0.03% | |
| 132 | XLUSELECT SECTOR SPDR TR | 6,470 | $276K | 0.03% | |
| 133 | LINLINDE PLC | 623 | $265K | 0.03% | |
| 134 | PGPROCTER AND GAMBLE CO | 1,804 | $258K | 0.03% | |
| 135 | VVVANGUARD INDEX FDS | 821 | $258K | 0.03% | |
| 136 | CBCHUBB LIMITED | 822 | $256K | 0.03% | |
| 137 | 4I1PHILIP MORRIS INTL INC | 1,578 | $253K | 0.03% | |
| 138 | COHRCOHERENT CORP | 1,335 | $246K | 0.03% | |
| 139 | NVRNVR INC | 33 | $240K | 0.03% | |
| 140 | VOTETCW ETF TRUST | 2,974 | $238K | 0.03% | |
| 141 | VOEVANGUARD INDEX FDS | 1,347 | $238K | 0.03% | |
| 142 | XOMEXXON MOBIL CORP | 1,942 | $233K | 0.03% | |
| 143 | XMESPDR SERIES TRUST | 2,217 | $229K | 0.03% | |
| 144 | SCHWSCHWAB CHARLES CORP | 2,298 | $229K | 0.03% | |
| 145 | LLYELI LILLY & CO | 207 | $222K | 0.03% | |
| 146 | EEMISHARES TR | 4,051 | $221K | 0.02% | |
| 147 | BACBANK AMERICA CORP | 4,014 | $220K | 0.02% | |
| 148 | HONHONEYWELL INTL INC | 1,125 | $219K | 0.02% | |
| 149 | MAMASTERCARD INCORPORATED | 382 | $218K | 0.02% | |
| 150 | IWDISHARES TR | 1,032 | $217K | 0.02% | |
| 151 | LULULULULEMON ATHLETICA INC | 1,016 | $211K | 0.02% | |
| 152 | IWOISHARES TR | 654 | $211K | 0.02% | |
| 153 | FAIFIRST TR EXCHANGE TRADED FD | 3,271 | $205K | 0.02% | |
| 154 | AWCAMERICAN WTR WKS CO INC NEW | 1,568 | $204K | 0.02% | |
| 155 | ICLNISHARES TR | 10,286 | $168K | 0.02% | |
| 156 | GOROGOLD RESOURCE CORP | 23,820 | $19K | 0.00% |
PreviousPage 2 of 2