Strategic Wealth Partners is an investment fund managing more than $626 billion ran by Vishaal Tummala. There are currently 16 companies in Tummala’s portfolio. The largest investments include Ishares Tr and Vanguard Index Fds, together worth $468 billion.
As of 23rd April 2024, Strategic Wealth Partners’s top holding is 3,246,513 shares of Ishares Tr currently worth over $409 billion and making up 65.4% of the portfolio value.
In addition, the fund holds 283,744 shares of Vanguard Index Fds worth $59.1 billion.
The third-largest holding is Innovator Etfs Tr worth $71.7 billion and the next is Ishares Tr Core worth $52.6 billion, with 371,706 shares owned.
Currently, Strategic Wealth Partners's portfolio is worth at least $626 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.
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.
In the most recent 13F filing, Strategic Wealth Partners revealed that it had opened a new position in
Ishares Tr and bought 1,793 shares worth $181 million.
The investment fund also strengthened its position in Ishares Tr by buying
45,861 additional shares.
This makes their stake in Ishares Tr total 3,246,513 shares worth $409 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 1,254 shares for $30 thousand.
Vishaal Tummala also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $59.1 billion and 283,744 shares.
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.
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 |
|---|---|---|---|
| Ishares Tr |
1.43%
3,246,513
|
$409,038,748,000 | 65.38% |
| Vanguard Index Fds |
0.39%
283,744
|
$59,064,151,000 | 9.44% |
| Innovator Etfs Tr |
2.34%
2,223,832
|
$71,653,339,000 | 11.45% |
| Ishares Tr Core |
2.34%
371,706
|
$52,594,178,000 | 8.41% |
| Vanguard Tax-managed Fds |
1.23%
328,612
|
$14,366,945,000 | 2.30% |
| Vanguard Index Fds Sp 500 Etf |
2.81%
20,841
|
$8,215,694,000 | 1.31% |
| Invesco Exchange Traded Fd T |
1.36%
22,401
|
$3,174,050,000 | 0.51% |
| Vanguard Specialized Funds Div App Etf |
0.08%
20,039
|
$3,129,249,000 | 0.50% |
| Sp Global Inc |
7.74%
3,703
|
$1,353,288,000 | 0.22% |
| Ishares Tr Morningstr |
No change
15,276
|
$903,911,000 | 0.14% |
| Vanguard Intl Equity Index F Allwrld Ex Us |
0.50%
14,318
|
$742,724,000 | 0.12% |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf |
2.78%
15,365
|
$602,477,000 | 0.10% |
| Spdr Dow Jones Indl Average Ut Ser 1 |
0.11%
931
|
$312,927,000 | 0.05% |
| Schwab Strategic Tr |
1.39%
4,265
|
$274,950,000 | 0.04% |
| Ishares Tr |
Opened
1,793
|
$180,563,000 | 0.03% |
| Ishares Inc |
No change
1,152
|
$34,882,000 | 0.01% |
| Ishares Tr |
Closed
1,254
|
$30,000 | |
| No transactions found | |||
| Showing first 500 out of 17 holdings | |||