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Portfolio (Quarterly) Guide ↗

Schneider Downs Wealth Management Advisors, LP

· CIK 0001665359
13F Portfolio $1.1B AUM 177 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 59 Added 27 Reduced 4 Exited
Page 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TJX TJX COS INC NEW Consumer Cyclical 9,099.0 $1.4M 0.13% +338.0 +3.9% $151.50 -4.6%
62 IJK ISHARES TR 10,589.0 $1.2M 0.12% $117.50 -1.1%
63 QQQ INVESCO QQQ TR Financial Services 1,636.0 $1.2M 0.11% +15.0 +0.9% $736.55 -2.8%
64 IJJ ISHARES TR 8,058.0 $1.2M 0.11% $147.73 +0.8%
65 RKLB ROCKET LAB CORP Industrials 11,610.0 $1.2M 0.11% +589.0 +5.3% $101.65 -25.4%
66 GDX VANECK ETF TRUST 15,320.0 $1.2M 0.11% +650.0 +4.4% $75.45 +29.0%
67 VNQ VANGUARD INDEX FDS 11,657.0 $1.1M 0.11% $96.43 +2.3%
68 WMT WALMART INC Consumer Defensive 9,902.0 $1.1M 0.10% -104.0 -1.0% $113.26 +0.9%
69 VONV VANGUARD SCOTTSDALE FDS 10,500.0 $1.1M 0.10% $106.31 +6.8%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,181.0 $1.1M 0.10% +10.0 +0.8% $935.47 +2.3%
71 IWM ISHARES TR 3,642.0 $1.1M 0.10% $300.45 +0.4%
72 CAT CATERPILLAR INC Industrials 1,017.0 $1.1M 0.10% $1064.90 -23.4%
73 IJS ISHARES TR 7,855.0 $1.1M 0.10% $136.69 +1.5%
74 SUSB ISHARES TR 41,640.0 $1.0M 0.10% +598.0 +1.5% $24.99 -0.4%
75 V VISA INC Financial Services 3,031.0 $1.0M 0.10% -141.0 -4.5% $343.09 +6.5%
76 BERKSHIRE HATHAWAY INC DEL 2,064.0 $1.0M 0.10% +929.0 +81.8% $500.49
77 AVGO BROADCOM INC Technology 2,721.0 $1.0M 0.10% +617.0 +29.3% $377.75 -4.0%
78 META META PLATFORMS INC Communication Services 1,760.0 $991K 0.09% $563.35 -3.1%
79 AMGN AMGEN INC Healthcare 2,628.0 $952K 0.09% +1K +75.2% $362.12 +22.2%
80 JNJ JOHNSON & JOHNSON Healthcare 3,705.0 $941K 0.09% +269.0 +7.8% $253.95 +7.7%
Page 4 of 9  ·  177 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 30.1%
Communication Services 8.4%
Industrials 7.4%
Consumer Cyclical 6.5%
Consumer Defensive 4.0%
Healthcare 3.9%
Energy 2.6%
Utilities 1.4%
Real Estate 0.6%