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Schneider Downs Wealth Management Advisors, LP — 13F Holdings & Portfolio

CIK 1665359 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Schneider Downs Wealth Management Advisors, LP manages $1.06B in 13F-reported U.S. long-equity assets across 177 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FHI (18.43%), SPDW (8.63%), VO (7.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions, exited 4, added to 112, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
ONE PPG PLACE, SUITE 1700
PITTSBURGH, PA 15222
Phone
(412) 697-5200
Filing Manager
Schneider Downs Wealth Management Advisors, LP
Pittsburgh, PA
Signatory
Michael Divens
Chief Compliance Officer
Loading holdings…
AUM

$1.06B

Long-equity book

Holdings

177

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+25 / −4 / ↑112 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FEDERATED HERMES INC$41.4M +26.8%
  • VANGUARD INDEX FDS$10.3M +14.5%
  • SPDR INDEX SHS FDS$9.5M +11.5%
  • ISHARES INC$9.3M +20.8%
  • SCHWAB STRATEGIC TR$9.1M +19.0%
Show all 112 →

Top Trims

  • INNOVATOR ETFS TRUST-$293.9K -56.4%
  • VANECK ETF TRUST-$190.4K -14.1%
  • SPDR GOLD TR-$153.7K -5.3%
  • SELECT SECTOR SPDR TR-$149.2K -16.4%
  • NETFLIX INC.-$130.4K -22.8%
Show all 16 →

New Positions

  • ADVANCED MICRO DEVICES INC$849.9K
  • PARK-OHIO HLDGS CORP$826.7K
  • LAM RESEARCH CORP$539.1K
  • MICRON TECHNOLOGY INC$521.7K
  • TESLA INC$474.4K
Show all 25 →

Exited Positions

  • INNOVATOR ETFS TRUST$305.9K
  • HONEYWELL INTL INC$254.3K
  • S&P GLOBAL INC$231.4K
  • IGC PHARMA INC$2.6K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 FEDERATED HERMES INC FHI 314211103 $196.1M 18.43% 3,551,578 SH
2 SPDR INDEX SHS FDS SPDW 78463X889 $91.8M 8.63% 1,822,730 SH
3 VANGUARD INDEX FDS VO 922908629 $80.9M 7.60% 1,004,416 SH
4 NEW YORK LIFE INVTS ACTIVE E MMIT 45409F827 $64.8M 6.09% 2,659,925 SH
5 SCHWAB STRATEGIC TR SCHG 808524300 $56.9M 5.34% 1,680,065 SH
6 ISHARES INC IEMG 46434G103 $54.1M 5.08% 652,670 SH
7 SCHWAB STRATEGIC TR SCHX 808524201 $42.2M 3.97% 1,434,461 SH
8 ISHARES TR MUB 464288414 $41.2M 3.87% 382,510 SH
9 JANUS DETROIT STR TR VNLA 47103U886 $32.7M 3.07% 669,210 SH
10 ISHARES TR IJT 464287887 $30.3M 2.84% 169,475 SH
11 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $24.6M 2.31% 533,150 SH
12 ISHARES TR IWF 464287614 $20.7M 1.94% 166,537 SH
13 FIDELITY MERRIMACK STR TR FBND 316188309 $17.1M 1.61% 376,993 SH
14 SCHWAB STRATEGIC TR SCHM 808524508 $16.7M 1.57% 451,823 SH
15 VANGUARD TAX-MANAGED FDS VEA 921943858 $16.0M 1.51% 224,996 SH
16 VANGUARD INDEX FDS VOO 922908363 $15.2M 1.43% 22,119 SH
17 FEDERATED HERMES ETF TRUST FTRB 31423L404 $14.5M 1.36% 578,474 SH
18 ISHARES TR IJR 464287804 $14.4M 1.36% 97,291 SH
19 VANGUARD INDEX FDS VBK 922908595 $12.1M 1.14% 33,134 SH
20 APPLE INC AAPL 037833100 $10.6M 1.00% 36,791 SH
21 SCHWAB STRATEGIC TR SCHV 808524409 $9.9M 0.93% 285,387 SH
22 MICROSOFT CORP MSFT 594918104 $9.5M 0.89% 25,438 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.4M 0.79% 11,195 SH
24 ISHARES TR IWR 464287499 $8.2M 0.77% 74,389 SH
25 VANGUARD MUN BD FDS VTEB 922907746 $7.1M 0.67% 141,089 SH
26 ISHARES TR EFA 464287465 $6.4M 0.60% 61,137 SH
27 RBB FUND TRUST FEGE 75526L886 $5.9M 0.55% 120,030 SH
28 JOHN HANCOCK EXCHANGE TRADED JHML 47804J107 $5.8M 0.54% 64,641 SH
29 ISHARES TR IVV 464287200 $5.5M 0.52% 7,353 SH
30 VANGUARD INDEX FDS VBR 922908611 $4.3M 0.41% 17,820 SH
31 PORCH GROUP INC PRCH 733245104 $4.1M 0.39% 274,216 SH
32 ISHARES TR IEFA 46432F842 $3.8M 0.36% 39,146 SH
33 ALPHABET INC GOOGL 02079K305 $3.6M 0.34% 10,102 SH
34 ISHARES TR IVW 464287309 $3.5M 0.33% 25,287 SH
35 RAYMOND JAMES FINL INC RJF 754730109 $3.3M 0.31% 21,840 SH
36 SCHWAB STRATEGIC TR SCHF 808524805 $3.3M 0.31% 119,578 SH
37 VANGUARD SCOTTSDALE FDS VONG 92206C680 $3.2M 0.30% 25,058 SH
38 ISHARES TR DSI 464288570 $3.1M 0.29% 21,863 SH
39 SPDR SERIES TRUST SPYM 78464A854 $3.0M 0.29% 34,566 SH
40 PNC FINL SVCS GROUP INC PNC 693475105 $3.0M 0.28% 12,192 SH
41 ALPHABET INC GOOG 02079K107 $2.9M 0.28% 8,344 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $2.9M 0.27% 8,889 SH
43 VANGUARD INDEX FDS VTI 922908769 $2.8M 0.27% 7,634 SH
44 SPDR GOLD TR GLD 78463V107 $2.8M 0.26% 7,528 SH
45 NEW YORK LIFE INVTS ACTIVE E MMIN 45409F843 $2.8M 0.26% 113,938 SH
46 AMAZON COM INC AMZN 023135106 $2.6M 0.24% 10,849 SH
47 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.6M 0.24% 57,831 SH
48 VANGUARD INDEX FDS VB 922908751 $2.5M 0.24% 8,369 SH
49 ISHARES TR IVE 464287408 $2.5M 0.23% 10,893 SH
50 EXXON MOBIL CORP XOM 30231G102 $2.3M 0.22% 16,927 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $1.06B 177 0001172661-26-003083
2026-03-31 2026-05-15 $906.8M 156 0001172661-26-001986
2025-12-31 2026-02-12 $887.1M 156 0001172661-26-000685
2025-09-30 2025-11-17 $842.7M 148 0001172661-25-005200