CIK 1665359
Schneider Downs Wealth Management Advisors, LP
Institutional 13F holdings & portfolio
Holdings
156
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| IJH | ISHARES TR | 24K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| TJX | TJX COS INC NEW | 9K | $1M+ | SH |
| ESGD | ISHARES TR | 14K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 14K | $1M+ | SH |
| CBZ | CBIZ INC | 23K | $1M+ | SH |
| WMT | WALMART INC | 10K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| SUSB | ISHARES TR | 43K | $1M+ | SH |
| IJJ | ISHARES TR | 8K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| IJK | ISHARES TR | 11K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 11K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| IWM | ISHARES TR | 4K | $500K+ | SH |
| IJS | ISHARES TR | 8K | $500K+ | SH |
| SUSC | ISHARES TR | 38K | $500K+ | SH |
| RELY | REMITLY GLOBAL INC | 63K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 12K | $500K+ | SH |
| RKLB | ROCKET LAB CORP | 11K | $500K+ | SH |
| MDYG | SPDR SERIES TRUST | 8K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| EFG | ISHARES TR | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| TRS | TRIMAS CORP | 18K | $500K+ | SH |
| ESGE | ISHARES INC | 14K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 16K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 7K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 7K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 15K | $500K+ | SH |
| IJUL | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| FMNB | FARMERS NATIONAL BANC CORP | 37K | $100K–$500K | SH |