Schneider Downs Wealth Management Advisors, LP reported 90 positions worth $303.18M for the quarter ended Sep 30, 2026, up 5.4% on the prior quarter. It opened 9 new positions, added to 61, trimmed 6 and exited 2. Its largest holding is Federated Hermes, Inc. at 65.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +2,185 | +5.9% | $727.65K | 4.28% |
| MSFT Microsoft Corp | +1,247 | +4.9% | $639.58K | 4.51% |
| GLD Spdr Gold Trust | +1,659 | +22.0% | $631.81K | 1.15% |
| NVDA Nvidia Corp | +2,100 | +25.2% | $479.62K | 0.786% |
| AMZN Amazon Com Inc | +1,692 | +15.6% | $421.56K | 1.03% |
| PLTR Palantir Technologies Inc. | +2,215 | – | $414.32K | 0.137% |
| NUE Nucor Corp | +1,687 | – | $394.34K | 0.13% |
| MU Micron Technology Inc | +323 | +71.5% | $344.04K | 0.272% |
| FERG Ferguson Enterprises Inc. | +1,500 | – | $333.93K | 0.11% |
| META Meta Platforms, Inc. | +430 | +24.4% | $311.87K | 0.524% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FHI Federated Hermes, Inc. | -43.8K | -1.2% | $2.47M | 65.22% |
| PKOH Park Ohio Holdings Corp | -6,407 | -29.8% | $296.01K | 0.23% |
| FLEX Flex Ltd. | -1,641 | -100.0% | $265.96K | Exited |
| AMAT Applied Materials Inc | -286 | -100.0% | $206.78K | Exited |
| PEP Pepsico Inc | -519 | -14.9% | $65.77K | 0.124% |
| CBZ CBIZ, Inc. | -700 | -3.0% | $38.28K | 0.408% |
| PG PROCTER & GAMBLE Co | -90 | -3.6% | $13.07K | 0.115% |
| UBER Uber Technologies, Inc | -136 | -2.0% | $9.32K | 0.148% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | +2,215 | $414.32K | 0.137% |
| NUE Nucor Corp | +1,687 | $394.34K | 0.13% |
| FERG Ferguson Enterprises Inc. | +1,500 | $333.93K | 0.11% |
| MPC Marathon Petroleum Corp | +747 | $295.38K | 0.097% |
| MA Mastercard Inc | +433 | $238.81K | 0.079% |
| TXN Texas Instruments Inc | +740 | $207.35K | 0.068% |
| ACN Accenture plc | +1,119 | $205.19K | 0.068% |
| SPGI S&P Global Inc. | +507 | $200.01K | 0.066% |
| IGC IGC Pharma, Inc. | +30.0K | $8.07K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FHI Federated Hermes, Inc. | Financial Services | 3.51M | $197.73M | 65.22% | -43.8K | -1.2% | Reduced | 4.75% |
| 2 | MSFT Microsoft Corp | Technology | 26.7K | $13.69M | 4.51% | +1,247 | +4.9% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 39.0K | $12.98M | 4.28% | +2,185 | +5.9% | Added | 0% |
| 4 | PRCH Porch Group, Inc. | Financial Services | 275.2K | $4.59M | 1.51% | +1,010 | +0.4% | Added | 0.24% |
| 5 | GOOGL Alphabet Inc. | Technology | 10.6K | $3.66M | 1.21% | +542 | +5.4% | Added | 0% |
| 6 | GLD Spdr Gold Trust | Financial Services | 9,187 | $3.50M | 1.15% | +1,659 | +22.0% | Added | 0% |
| 7 | RJF Raymond James Financial Inc | Financial Services | 21.8K | $3.45M | 1.14% | +6 | +0.0% | Added | 0.01% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 12.5K | $3.12M | 1.03% | +1,692 | +15.6% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 9,258 | $3.06M | 1.01% | +369 | +4.2% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 8,728 | $2.97M | 0.981% | +384 | +4.6% | Added | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 17.5K | $2.84M | 0.937% | +529 | +3.1% | Added | 0% |
| 12 | PNC Pnc Financial Services Group, Inc. | Financial Services | 12.2K | $2.72M | 0.896% | +35 | +0.3% | Added | 0% |
| 13 | NVDA Nvidia Corp | Technology | 10.4K | $2.38M | 0.786% | +2,100 | +25.2% | Added | 0% |
| 14 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.24M | 0.739% | 0 | 0.0% | Unchanged | 0% |
| 15 | ETN Eaton Corp plc | Industrials | 5,019 | $2.16M | 0.711% | +236 | +4.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Schneider Downs Wealth Management Advisors.
As of its Q3 2026 13F filing, Schneider Downs Wealth Management Advisors, LP’s five largest positions were Federated Hermes, Inc. (FHI) at 65.2%, Microsoft Corp (MSFT) at 4.5%, Apple Inc. (AAPL) at 4.3%, Porch Group, Inc. (PRCH) at 1.5%, Alphabet Inc. (GOOGL) at 1.2% of the reported portfolio.
Schneider Downs Wealth Management Advisors, LP reported a 13F portfolio worth $303.18M across 90 positions for Q3 2026. That is up 5.4% from the previous quarter.
Its largest purchases by value were Apple Inc. ($727.65K), Microsoft Corp ($639.58K), Spdr Gold Trust ($631.81K). It opened 9 new positions.
Its largest sales by value were Federated Hermes, Inc. ($2.47M), Park Ohio Holdings Corp ($296.01K), Flex Ltd. ($265.96K). It exited 2 positions entirely.
From the Form 13F-HR reports Schneider Downs Wealth Management Advisors, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.