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Latest Schneider Downs Wealth Management Advisors, LP Stock Portfolio

$906Million– No. of Holdings #156

Schneider Downs Wealth Management Advisors, LP Performance:
2026 Q1: 0.04%YTD: 0.04%2025: 12.16%
Performance for 2026 Q1 is 0.04%, and YTD is 0.04%, and 2025 is 12.16%.

About Schneider Downs Wealth Management Advisors, LP and 13F Hedge Fund Stock Holdings

Schneider Downs Wealth Management Advisors, LP is a hedge fund based in Pittsburgh, PA. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Schneider Downs Wealth Management Advisors, LP reported an equity portfolio of $906.8 Millions as of 31 Mar, 2026.

The top stock holdings of Schneider Downs Wealth Management Advisors, LP are FHI, CWI, VB. The fund has invested 17.1% of it's portfolio in FEDERATED HERMES INC and 9.1% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off FARMERS NATIONAL BANC CORP (FMNB), ELI LILLY & CO (LLY) and BANK AMERICA CORP (BAC) stocks. They significantly reduced their stock positions in COHERENT CORP (COHR), BROADCOM INC (AVGO) and JANUS DETROIT STR TR (JAAA). Schneider Downs Wealth Management Advisors, LP opened new stock positions in SLIDE INS HLDGS INC, CHEVRON CORPORATION (CVX) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), GRAYSCALE BITCOIN TRUST ETF and J P MORGAN EXCHANGE TRADED F (BBAX).
Schneider Downs Wealth Management Advisors, LP Equity Portfolio Value
Last Reported on: 15 May, 2026

Schneider Downs Wealth Management Advisors, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Schneider Downs Wealth Management Advisors, LP made a return of 0.04% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
slide ins hldgs inc727,722
chevron corporation274,350
global x fds252,032
ishares tr207,033
coca cola co201,229
igc pharma inc2,630
New stocks bought by Schneider Downs Wealth Management Advisors, LP

Additions

Ticker% Inc.
meta platforms inc35.91
grayscale bitcoin trust etf18.83
rbb fund trust17.84
j p morgan exchange traded f14.92
uber technologies inc14.57
federated hermes etf trust14.19
fidelity merrimack str tr9.43
schwab strategic tr8.28
Additions to existing portfolio by Schneider Downs Wealth Management Advisors, LP

Reductions

Ticker% Reduced
coherent corp-30.34
broadcom inc-19.11
janus detroit str tr-9.2
ishares tr-8.36
american express co-6.49
vanguard world fd-6.04
procter & gamble co-5.88
microsoft corp-4.56
Schneider Downs Wealth Management Advisors, LP reduced stake in above stock

Sold off

Ticker$ Sold
farmers national banc corp-493,986
bank america corp-220,767
first tr exchange traded fd-205,817
lululemon athletica inc-211,135
mastercard incorporated-218,128
eli lilly & co-222,927
Schneider Downs Wealth Management Advisors, LP got rid off the above stocks

Sector Distribution

Schneider Downs Wealth Management Advisors, LP has about 76.9% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others76.9
Financial Services18.2
Technology2.3

Market Cap. Distribution

Schneider Downs Wealth Management Advisors, LP has about 5.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED76.9
MID-CAP17.2
MEGA-CAP4.1
LARGE-CAP1.4

Stocks belong to which Index?

About 5.5% of the stocks held by Schneider Downs Wealth Management Advisors, LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.3
S&P 5005.5
Top 5 Winners (%)%
GORO
gold resource corp
44.9 %
BIL
spdr series trust
44.0 %
XOM
exxon mobil corp
40.8 %
XLB
select sector spdr tr
37.0 %
COHR
coherent corp
24.7 %
Top 5 Winners ($)$
FHI
federated hermes inc
12.5 M
CWI
spdr index shs fds
2.2 M
EMGF
ishares inc
1.6 M
IJR
ishares tr
0.6 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
CBZ
cbiz inc
-46.8 %
QBTS
d-wave quantum inc
-44.8 %
ORCL
oracle corp
-24.5 %
MSFT
microsoft corp
-22.9 %
fidelity wise origin bitcoin
-22.6 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-5.7 M
IJR
ishares tr
-1.9 M
FNDA
schwab strategic tr
-1.8 M
MSFT
microsoft corp
-1.5 M
VB
vanguard index fds
-0.7 M

Schneider Downs Wealth Management Advisors, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Schneider Downs Wealth Management Advisors, LP

Schneider Downs Wealth Management Advisors, LP has 156 stocks in it's portfolio. About 65.3% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. FHI was the most profitable stock for Schneider Downs Wealth Management Advisors, LP last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions