Strategic Wealth Partners 13F annual report

Strategic Wealth Partners is an investment fund managing more than $906 billion ran by Vishaal Tummala. There are currently 62 companies in Tummala’s portfolio. The largest investments include Rus 1000 Grw Etf and Sp 500 Val Etf, together worth $256 billion.

Limited to 30 biggest holdings

$906 billion Assets Under Management (AUM)

As of 23rd April 2024, Strategic Wealth Partners’s top holding is 501,970 shares of Rus 1000 Grw Etf currently worth over $169 billion and making up 18.7% of the portfolio value. In addition, the fund holds 462,991 shares of Sp 500 Val Etf worth $86.5 billion. The third-largest holding is Rus 1000 Val Etf worth $78.4 billion and the next is Total Stk Mkt worth $62.4 billion, with 240,015 shares owned.

Currently, Strategic Wealth Partners's portfolio is worth at least $906 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Strategic Wealth Partners

The Strategic Wealth Partners office and employees reside in Deerfield, Illinois. According to the last 13-F report filed with the SEC, Vishaal Tummala serves as the Certified Financial Planner at Strategic Wealth Partners.

Recent trades

In the most recent 13F filing, Strategic Wealth Partners revealed that it had opened a new position in Tr Unit and bought 113,297 shares worth $59.4 billion.

The investment fund also strengthened its position in Rus 1000 Grw Etf by buying 9,823 additional shares. This makes their stake in Rus 1000 Grw Etf total 501,970 shares worth $169 billion.

On the other hand, there are companies that Strategic Wealth Partners is getting rid of from its portfolio. Strategic Wealth Partners closed its position in Ishares Tr on 30th April 2024. It sold the previously owned 12,835 shares for $432 million. Vishaal Tummala also disclosed a decreased stake in Total Stk Mkt by approximately 0.1%. This leaves the value of the investment at $62.4 billion and 240,015 shares.

One of the average hedge funds

The two most similar investment funds to Strategic Wealth Partners are Sonora Investment Management and Fishman Jay A Ltd/mi. They manage $905 billion and $905 billion respectively.

The complete list of Strategic Wealth Partners trades based on 13F SEC filings

These positions were updated on April 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Rus 1000 Grw Etf	2.00% 501,970	$169,189,128,000	18.67%
Sp 500 Val Etf	1.07% 462,991	$86,491,367,000	9.54%
Rus 1000 Val Etf	3.03% 437,499	$78,360,420,000	8.65%
Total Stk Mkt	3.28% 240,015	$62,379,937,000	6.88%
Tr Unit	Opened 113,297	$59,442,877,000	6.56%
Sp 500 Grwt Etf	23.03% 508,118	$42,905,444,000	4.73%
Us Eqty Pwr Buf	24.33% 2,639,990	$95,824,253,000	10.57%
Core Sp Scp Etf	2.11% 323,469	$35,749,840,000	3.95%
Msci Eafe Etf	7.01% 372,465	$29,745,026,000	3.28%
Hendrson Aaa Cl	Opened 583,025	$29,582,684,000	3.26%
Core Sp500 Etf	12.57% 54,808	$28,813,973,000	3.18%
Grwt Allocat Etf	3.91% 318,981	$17,757,700,000	1.96%
Van Ftse Dev Mkt	7.08% 305,336	$15,318,730,000	1.69%
Russell 2000 Etf	2.41% 62,515	$13,146,858,000	1.45%
Rusel 2500 Etf	9.47% 182,255	$11,957,736,000	1.32%
Rus 2000 Grw Etf	1.09% 39,917	$10,809,607,000	1.19%
Sp 500 Etf Shs	2.85% 21,434	$10,303,342,000	1.14%
Rus 2000 Val Etf	1.00% 59,679	$9,477,676,000	1.05%
Rus Md Cp Gr Etf	0.80% 82,353	$9,399,727,000	1.04%
Us Eqty Pwr Buf	Opened 386,460	$14,270,764,000	1.57%
Us Eqt Pwr Buf	132.10% 233,206	$7,833,382,000	0.86%
Rus 1000 Etf	2.40% 25,714	$7,406,420,000	0.82%
Us Eqty Pwr Bf	Opened 175,641	$6,214,179,000	0.69%
Sp Smcp600vl Etf	1.84% 52,759	$5,421,504,000	0.60%
Msci Kld400 Soc	2.87% 45,700	$4,607,024,000	0.51%
Div App Etf	14.77% 22,999	$4,199,787,000	0.46%
Msci Acwi Ex Us	2.19% 75,613	$4,036,974,000	0.45%
Sp500 Eql Wgt	2.04% 22,859	$3,871,692,000	0.43%
Core Sp Mcp Etf	717.17% 51,016	$3,098,741,000	0.34%
Growth Etf	0.38% 8,084	$2,782,583,000	0.31%
Sp Mc 400gr Etf	521.57% 28,269	$2,579,553,000	0.28%
Value Etf	20.64% 15,064	$2,453,324,000	0.27%
Sp Sml 600 Gwt	9.85% 16,414	$2,145,747,000	0.24%
Core Msci Eafe	5.40% 25,356	$1,881,893,000	0.21%
Com	0.49% 3,721	$1,582,911,000	0.17%
Sp Mc 400vl Etf	16.53% 10,323	$1,221,157,000	0.13%
Intrnl Dev Mar	Opened 40,691	$1,047,586,000	0.12%
Morningstr Us Eq	8.14% 14,032	$1,016,876,000	0.11%
Extend Mkt Etf	0.33% 5,735	$1,005,213,000	0.11%
Rus Mid Cap Etf	0.75% 11,351	$954,509,000	0.11%
Msci Emg Mkt Etf	10.14% 22,185	$911,368,000	0.10%
Small Cp Etf	0.66% 3,665	$837,724,000	0.09%
Rus Mdcp Val Etf	2.98% 6,411	$803,439,000	0.09%
Allwrld Ex Us	12.60% 12,514	$733,938,000	0.08%
Intrnl Dev Aprl	Opened 24,839	$674,627,000	0.07%
Core Msci Total	2.07% 9,251	$627,801,000	0.07%
Mcap Vl Idxvip	1.59% 3,336	$520,191,000	0.06%
Core Msci Emkt	Opened 9,811	$506,245,000	0.06%
B-bbb Clo Etf	Opened 9,632	$470,908,000	0.05%
Mid Cap Etf	16.32% 1,882	$470,297,000	0.05%
Ut Ser 1	21.70% 1,133	$451,681,000	0.05%
Esg Aw Msci Eafe	52.90% 5,169	$413,054,000	0.05%
Msci Emrg Chn	Opened 6,820	$392,630,000	0.04%
Esg Aware Msci	2.07% 9,533	$383,912,000	0.04%
Ibonds Dec24 Etf	1.21% 15,040	$376,752,000	0.04%
Ishares Tr	Closed 12,835	$431,758,000
Esg Awr Us Agrgt	19.43% 5,781	$272,054,000	0.03%
Russell 3000 Etf	Opened 850	$255,068,000	0.03%
0-3 Mnth Treasry	40.10% 2,512	$253,026,000	0.03%
Us Lcap Va Etf	23.54% 3,261	$247,771,000	0.03%
Ftse Emr Mkt Etf	64.23% 5,496	$229,553,000	0.03%
Msci Acwi Etf	Opened 532	$58,643,000	0.01%
Ishares Inc	Closed 1,152	$34,882,000
Ibonds Dec2026	No change 759	$18,102,000	0.00%
No transactions found
Showing first 500 out of 64 holdings