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.
$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 | |||
Hedge funds similar to Strategic Wealth Partners
- Sir Capital Management, L.P.
- Palisade Asset Management
- Oribel Capital Management, L.P.
- Jlf Asset Management
- Inspire Investing
- Sns
- P2 Capital Partners
- Sonora Investment Management
- Fishman Jay A Ltd/mi
- Ascent
- Clough Capital Partners L P
- 2xideas Ag
- Rvw Wealth
- Tcg Crossover Management