Latest Schneider Downs Wealth Management Advisors, LP Stock Portfolio

Schneider Downs Wealth Management Advisors, LP Performance:

2025 Q4: 0.73%YTD: 12.16%2024: -12.37%

Performance for 2025 Q4 is 0.73%, and YTD is 12.16%, and 2024 is -12.37%.

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 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Schneider Downs Wealth Management Advisors, LP reported an equity portfolio of $887.1 Millions as of 31 Dec, 2025.

The top stock holdings of Schneider Downs Wealth Management Advisors, LP are FHI, CWI, VB. The fund has invested 15.6% of it's portfolio in FEDERATED HERMES INC and 8.9% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off PARK-OHIO HLDGS CORP (PKOH), ISHARES TR (IJR) and THE BALDWIN INSURANCE GRP IN (BRP) stocks. They significantly reduced their stock positions in EXXON MOBIL CORP (XOM), AMGEN INC (AMGN) and ISHARES TR (AAXJ). Schneider Downs Wealth Management Advisors, LP opened new stock positions in BROADCOM INC (AVGO), CATERPILLAR INC (CAT) and AMERICAN EXPRESS CO (AXP). The fund showed a lot of confidence in some stocks as they added substantially to ABBVIE INC (ABBV), ALPHABET INC (GOOG) and COSTCO WHSL CORP NEW (COST).

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 0.73% in the last quarter. In trailing 12 months, it's portfolio return was 12.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
broadcom inc	900,286
caterpillar inc	581,464
american express co	336,285
asml holding n v	331,657
thermo fisher scientific inc	311,521
linde plc	265,641
chubb limited	256,424
coherent corp	246,372

New stocks bought by Schneider Downs Wealth Management Advisors, LP

Additions

Ticker	% Inc.
abbvie inc	92.41
alphabet inc	56.74
costco whsl corp new	51.68
brookfield corp	50.00
abbott labs	49.36
amazon com inc	43.53
walmart inc	33.07
janus detroit str tr	32.96

Additions to existing portfolio by Schneider Downs Wealth Management Advisors, LP

Reductions

Ticker	% Reduced
exxon mobil corp	-88.29
amgen inc	-44.44
ishares tr	-12.34
ishares tr	-11.51
home depot inc	-8.42
philip morris intl inc	-6.85
international business machs	-6.42
select sector spdr tr	-4.33

Schneider Downs Wealth Management Advisors, LP reduced stake in above stock

Sold off

Ticker	$ Sold
park-ohio hldgs corp	-459,974
the baldwin insurance grp in	-231,322
ishares tr	-226,565
ishares tr	-311,878

Schneider Downs Wealth Management Advisors, LP got rid off the above stocks

Sector Distribution

Schneider Downs Wealth Management Advisors, LP has about 77.6% of it's holdings in Others sector.

Sector	%
Others	77.6
Financial Services	17
Technology	2.7

Market Cap. Distribution

Schneider Downs Wealth Management Advisors, LP has about 6.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77.6
MID-CAP	15.8
MEGA-CAP	4.6
LARGE-CAP	1.5

Stocks belong to which Index?

About 6% of the stocks held by Schneider Downs Wealth Management Advisors, LP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.6
S&P 500	6

Top 5 Winners (%)		%
SLV	ishares silver tr	52.0 %
	rocket lab corp	45.5 %
GOOG	alphabet inc	27.1 %
MRK	merck & co inc	25.0 %
GOOG	alphabet inc	22.4 %

Top 5 Winners ($)		$
CWI	spdr index shs fds	2.8 M
FNDA	schwab strategic tr	1.1 M
FNDA	schwab strategic tr	0.8 M
EMGF	ishares inc	0.8 M
GOOG	alphabet inc	0.6 M

Top 5 Losers (%)		%
PRCH	porch group inc	-45.6 %
ORCL	oracle corp	-30.7 %
	brookfield corp	-29.2 %
	fidelity wise origin bitcoin	-23.6 %
	grayscale bitcoin trust etf	-22.9 %

Top 5 Losers ($)		$
PRCH	porch group inc	-2.1 M
	brookfield corp	-0.9 M
VB	vanguard index fds	-0.8 M
MSFT	microsoft corp	-0.4 M
ORCL	oracle corp	-0.3 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 64.6% of the portfolio is in top 10 stocks. PRCH proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Schneider Downs Wealth Management Advisors, LP last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.04	33,936	9,225,950	added	17.35

AAXJ	ishares tr	4.11	340,737	36,496,400	added	8.67

AAXJ	ishares tr	0.32	21,863	2,816,610	unchanged	0.00

AAXJ	ishares tr	0.08	5,970	680,103	added	1.46

AAXJ	ishares tr	0.03	3,553	293,940	reduced	-12.34

AAXJ	ishares tr	0.02	10,286	168,999	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.06	2,511	573,698	added	92.41

ABT	abbott labs	0.04	3,029	379,548	added	49.36

AFK	vaneck etf trust	0.14	14,249	1,222,140	unchanged	0.00

AGT	ishares tr	0.15	14,047	1,335,730	unchanged	0.00

AGT	ishares tr	0.12	42,652	1,076,530	reduced	-2.71

AGT	ishares tr	0.10	37,753	882,843	reduced	-2.98

AIRR	first tr exchange traded fd	0.02	3,271	205,817	added	0.03

AMGN	amgen inc	0.06	1,500	490,965	reduced	-44.44

AMZN	amazon com inc	0.25	9,743	2,248,930	added	43.53

ASML	asml holding n v	0.04	310	331,657	new

AVGO	broadcom inc	0.10	2,601	900,286	new

AWK	american wtr wks co inc new	0.02	1,568	204,624	unchanged	0.00

AXP	american express co	0.04	909	336,285	new