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 101–150 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMGN | AMGEN INC | 2K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 10K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 9K | $100K–$500K | SH |
| FDV | FEDERATED HERMES ETF TRUST | 15K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 579 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 7K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 909 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 310 | $100K–$500K | SH |
| PCAR | PACCAR INC | 3K | $100K–$500K | SH |
| QBTS | D-WAVE QUANTUM INC | 13K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 538 | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| EJUL | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| XOP | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IMCB | ISHARES TR | 4K | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 546 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| LIN | LINDE PLC | 623 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 821 | $100K–$500K | SH |
| CB | CHUBB LIMITED | 822 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| COHR | COHERENT CORP | 1K | $100K–$500K | SH |
| NVR | NVR INC | 33 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VOTE | TCW ETF TRUST | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| XME | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 207 | $100K–$500K | SH |
| EEM | ISHARES TR | 4K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 382 | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |